Advisory Research’s Southern Company SO Stock Holding History

Advisory Research’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,011	Closed	-$260K	–	466
2023 Q3	$260K	Buy	4,011 +4	+0.1%	+$278	0.04%	396
2023 Q2	$281K	Buy	+4,007	New	+$287K	0.04%	382
2015 Q4	–	Sell	-7,903	Closed	-$353K	–	293
2015 Q3	$353K	Sell	7,903 -200	-2%	-$8.77K	0.01%	276
2015 Q2	$340K	Buy	8,103 +104	+1%	+$4.53K	﹤0.01%	301
2015 Q1	$354K	Buy	7,999 +205	+3%	+$9.74K	﹤0.01%	306
2014 Q4	$383K	Sell	7,794 -10	-0.1%	-$472	﹤0.01%	307
2014 Q3	$341K	Sell	7,804 -13,314	-63%	-$585K	﹤0.01%	304
2014 Q2	$958K	Sell	21,118 -5,369	-20%	-$237K	0.01%	257
2014 Q1	$1.16M	Buy	26,487 +1,678	+7%	+$70.3K	0.01%	224
2013 Q4	$1.02M	Sell	24,809 -7,074	-22%	-$292K	0.01%	245
2013 Q3	$1.31M	Sell	31,883 -666	-2%	-$28.7K	0.01%	225
2013 Q2	$1.44M	Buy	+32,549	New	+$1.5M	0.02%	219

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advisory Research's SO Position: Q4 2023 in Review

Advisory Research sold out of Southern Company (SO) in Q4 2023, closing a stake of 4,011 shares — an estimated $260K sold.

Advisory Research first reported a position in SO in Q2 2013 and held it in 12 quarters. The position peaked at $1.44M in Q2 2013. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

Advisory Research reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 4,011 Southern Company shares in Q4 2023, an estimated $260K.
Advisory Research first reported a position in Southern Company in Q2 2013 and held it in 12 quarters.
Advisory Research's Southern Company position peaked at $1.44M in Q2 2013.
1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.