de First Trust Advisors Southern Company SO Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 233 M | Comprar |
2,431,833
+1,688,875
| +227% | +USD 159 M | 0.14% | 172 |
|
|
2026
Q1 | USD 71.7 M | Vender |
742,958
-77,189
| -9% | -USD 7.14 M | 0.05% | 450 |
|
|
2025
Q4 | USD 71.5 M | Vender |
820,147
-161,274
| -16% | -USD 14.7 M | 0.05% | 426 |
|
|
2025
Q3 | USD 93 M | Comprar |
981,421
+110,908
| +13% | +USD 10.4 M | 0.07% | 344 |
|
|
2025
Q2 | USD 79.9 M | Vender |
870,513
-117,942
| -12% | -USD 10.6 M | 0.06% | 371 |
|
|
2025
Q1 | USD 90.9 M | Comprar |
988,455
+209,681
| +27% | +USD 18.2 M | 0.08% | 303 |
|
|
2024
Q4 | USD 64.1 M | Comprar |
778,774
+133,908
| +21% | +USD 11.7 M | 0.06% | 425 |
|
|
2024
Q3 | USD 58.2 M | Comprar |
644,866
+2,090
| +0.3% | +USD 179 k | 0.06% | 443 |
|
|
2024
Q2 | USD 49.9 M | Vender |
642,776
-1,620,669
| -72% | -USD 123 M | 0.05% | 476 |
|
|
2024
Q1 | USD 162 M | Vender |
2,263,445
-53,185
| -2% | -USD 3.67 M | 0.16% | 160 |
|
|
2023
Q4 | USD 162 M | Vender |
2,316,630
-345,429
| -13% | -USD 23.7 M | 0.18% | 161 |
|
|
2023
Q3 | USD 172 M | Vender |
2,662,059
-36,462
| -1% | -USD 2.53 M | 0.2% | 146 |
|
|
2023
Q2 | USD 190 M | Vender |
2,698,521
-249,321
| -8% | -USD 17.9 M | 0.22% | 127 |
|
|
2023
Q1 | USD 205 M | Comprar |
2,947,842
+330,943
| +13% | +USD 22.3 M | 0.24% | 104 |
|
|
2022
Q4 | USD 187 M | Comprar |
2,616,899
+823,439
| +46% | +USD 55.1 M | 0.22% | 118 |
|
|
2022
Q3 | USD 122 M | Vender |
1,793,460
-167,484
| -9% | -USD 12.7 M | 0.16% | 168 |
|
|
2022
Q2 | USD 140 M | Comprar |
1,960,944
+263,662
| +16% | +USD 19.4 M | 0.17% | 163 |
|
|
2022
Q1 | USD 123 M | Comprar |
1,697,282
+15,827
| +0.9% | +USD 1.07 M | 0.13% | 200 |
|
|
2021
Q4 | USD 115 M | Vender |
1,681,455
-102,228
| -6% | -USD 6.52 M | 0.11% | 217 |
|
|
2021
Q3 | USD 111 M | Vender |
1,783,683
-45,200
| -2% | -USD 2.91 M | 0.12% | 222 |
|
|
2021
Q2 | USD 111 M | Vender |
1,828,883
-19,118
| -1% | -USD 1.22 M | 0.12% | 215 |
|
|
2021
Q1 | USD 115 M | Comprar |
1,848,001
+154,346
| +9% | +USD 9.24 M | 0.14% | 183 |
|
|
2020
Q4 | USD 104 M | Vender |
1,693,655
-110,783
| -6% | -USD 6.66 M | 0.14% | 184 |
|
|
2020
Q3 | USD 97.8 M | Comprar |
1,804,438
+165,964
| +10% | +USD 8.87 M | 0.16% | 151 |
|
|
2020
Q2 | USD 85 M | Vender |
1,638,474
-370,901
| -18% | -USD 20.6 M | 0.15% | 167 |
|
|
2020
Q1 | USD 109 M | Vender |
2,009,375
-479,622
| -19% | -USD 30.4 M | 0.25% | 78 |
|
|
2019
Q4 | USD 159 M | Comprar |
2,488,997
+332,223
| +15% | +USD 20.6 M | 0.27% | 62 |
|
|
2019
Q3 | USD 133 M | Comprar |
2,156,774
+236,659
| +12% | +USD 13.7 M | 0.25% | 62 |
|
|
2019
Q2 | USD 106 M | Comprar |
1,920,115
+367,221
| +24% | +USD 19.7 M | 0.2% | 115 |
|
|
2019
Q1 | USD 80.3 M | Vender |
1,552,894
-99,648
| -6% | -USD 4.88 M | 0.16% | 155 |
|
|
2018
Q4 | USD 72.6 M | Comprar |
1,652,542
+195,953
| +13% | +USD 8.91 M | 0.17% | 135 |
|
|
2018
Q3 | USD 63.5 M | Comprar |
1,456,589
+71,821
| +5% | +USD 3.31 M | 0.12% | 183 |
|
|
2018
Q2 | USD 64.1 M | Vender |
1,384,768
-16,110
| -1% | -USD 721 k | 0.13% | 154 |
|
|
2018
Q1 | USD 62.6 M | Comprar |
1,400,878
+152,649
| +12% | +USD 6.78 M | 0.14% | 140 |
|
|
2017
Q4 | USD 60 M | Vender |
1,248,229
-926,339
| -43% | -USD 47.2 M | 0.14% | 143 |
|
|
2017
Q3 | USD 107 M | Comprar |
2,174,568
+314,364
| +17% | +USD 15.2 M | 0.27% | 59 |
|
|
2017
Q2 | USD 89.1 M | Comprar |
1,860,204
+76,428
| +4% | +USD 3.83 M | 0.24% | 78 |
|
|
2017
Q1 | USD 88.8 M | Comprar |
1,783,776
+135,667
| +8% | +USD 6.7 M | 0.25% | 69 |
|
|
2016
Q4 | USD 81.1 M | Vender |
1,648,109
-63,741
| -4% | -USD 3.13 M | 0.24% | 54 |
|
|
2016
Q3 | USD 87.8 M | Comprar |
1,711,850
+325,460
| +23% | +USD 17.1 M | 0.26% | 60 |
|
|
2016
Q2 | USD 74.4 M | Comprar |
1,386,390
+284,651
| +26% | +USD 14.3 M | 0.23% | 73 |
|
|
2016
Q1 | USD 57 M | Comprar |
1,101,739
+322,995
| +41% | +USD 15.7 M | 0.18% | 113 |
|
|
2015
Q4 | USD 36.4 M | Vender |
778,744
-119,465
| -13% | -USD 5.42 M | 0.09% | 232 |
|
|
2015
Q3 | USD 40.2 M | Vender |
898,209
-59,213
| -6% | -USD 2.6 M | 0.12% | 180 |
|
|
2015
Q2 | USD 40.1 M | Comprar |
957,422
+17,235
| +2% | +USD 751 k | 0.1% | 207 |
|
|
2015
Q1 | USD 41.6 M | Vender |
940,187
-294,124
| -24% | -USD 14 M | 0.12% | 182 |
|
|
2014
Q4 | USD 60.6 M | Comprar |
1,234,311
+327,421
| +36% | +USD 15.5 M | 0.2% | 106 |
|
|
2014
Q3 | USD 39.6 M | Vender |
906,890
-44,497
| -5% | -USD 1.95 M | 0.16% | 128 |
|
|
2014
Q2 | USD 43.2 M | Vender |
951,387
-397,923
| -29% | -USD 17.6 M | 0.18% | 114 |
|
|
2014
Q1 | USD 59.3 M | Comprar |
1,349,310
+610,391
| +83% | +USD 25.6 M | 0.26% | 49 |
|
|
2013
Q4 | USD 30.4 M | Vender |
738,919
-1,036,674
| -58% | -USD 42.8 M | 0.15% | 145 |
|
|
2013
Q3 | USD 73.1 M | Comprar |
1,775,593
+156,275
| +10% | +USD 6.73 M | 0.4% | 23 |
|
|
2013
Q2 | USD 71.5 M | Comprar |
+1,619,318
| Nuevas | +USD 74.5 M | 0.47% | 13 |
|
Otros fondos que tienen SO en su cartera
Posición de First Trust Advisors en SO: resumen de T2 2026
First Trust Advisors aumentó su participación en Southern Company (SO) en 227% durante T2 2026, al comprar aproximadamente USD 159 M y elevar la posición a 2,431,833 acciones con un valor de USD 233 M. La posición representa 0.14% de la cartera y ocupa el puesto #172.
First Trust Advisors reportó por primera vez una posición en SO en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 2,373 fondos que sigue Wall St. Rank mantienen una posición en SO.
- Al cierre de T2 2026, First Trust Advisors tenía 2,431,833 acciones de Southern Company con un valor de USD 233 M.
- First Trust Advisors compró 1,688,875 acciones de Southern Company en T2 2026, por un monto estimado de USD 159 M.
- Southern Company representó 0.14% de la cartera de First Trust Advisors en T2 2026 y fue su posición número 172.
- First Trust Advisors reportó por primera vez una posición en Southern Company en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 2,373 fondos que sigue Wall St. Rank tenían Southern Company en cartera.
Según el Informe 13F de First Trust Advisors correspondiente a T2 2026, presentado el 11 ago 2026.