AIP
SO icon

Ahrens Investment Partners’s Southern Company SO Stock Holding History

Ahrens Investment Partners’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
Q1 		$558K Buy
8,023
+9
+0.1% +$606 0.28% 67
2022
Q4 		$572K Buy
8,014
+902
+13% +$60.3K 0.26% 74
2022
Q3 		$484K Buy
7,112
+100
+1% +$7.58K 0.25% 71
2022
Q2 		$500K Hold
7,012
– – 0.22% 82
2022
Q1 		$508K Hold
7,012
– – 0.16% 103
2021
Q4 		$481K Hold
7,012
– – 0.21% 101
2021
Q3 		$435K Buy
7,012
+300
+4% +$19.3K 0.21% 112
2021
Q2 		$406K Hold
6,712
– – 0.19% 138
2021
Q1 		$417K Sell
6,712
-137
-2% -$8.2K 0.21% 119
2020
Q4 		$421K Sell
6,849
-280
-4% -$16.8K 0.23% 101
2020
Q3 		$387K Sell
7,129
-181
-2% -$9.67K 0.26% 90
2020
Q2 		$380K Buy
7,310
+87
+1% +$4.84K 0.23% 88
2020
Q1 		$391K Sell
7,223
-100
-1% -$6.33K 0.28% 71
2019
Q4 		$466K Sell
7,323
-644
-8% -$39.9K 0.19% 86
2019
Q3 		$492K Buy
7,967
+439
+6% +$25.4K 0.22% 81
2019
Q2 		$416K Buy
7,528
+303
+4% +$16.2K 0.19% 81
2019
Q1 		$373K Sell
7,225
-200
-3% -$9.8K 0.17% 89
2018
Q4 		$326K Hold
7,425
– – 0.15% 98
2018
Q3 		$234K Sell
7,425
-1,025
-12% -$47.2K 0.09% 145
2018
Q2 		$391K Sell
8,450
-610
-7% -$27.3K 0.16% 89
2018
Q1 		$405K Sell
9,060
-2,495
-22% -$111K 0.17% 85
2017
Q4 		$556K Sell
11,555
-1
-0% -$51 0.23% 74
2017
Q3 		$568K Sell
11,556
-3,412
-23% -$165K 0.24% 67
2017
Q2 		$717K Buy
14,968
+186
+1% +$9.32K 0.31% 62
2017
Q1 		$736K Sell
14,782
-900
-6% -$44.5K 0.35% 59
2016
Q4 		$771K Buy
+15,682
New +$770K 0.4% 53

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ahrens Investment Partners's SO Position: Q1 2023 in Review

Ahrens Investment Partners increased its Southern Company (SO) stake by 0.11% in Q1 2023, buying an estimated $606 and bringing the position to 8,023 shares worth $558K. The position accounts for 0.28% of the portfolio, ranked #67.

Ahrens Investment Partners first reported a position in SO in Q4 2016 and has held it in 26 quarters since. The position peaked at $771K in Q4 2016. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • Ahrens Investment Partners held 8,023 shares of Southern Company worth $558K as of Q1 2023.
  • Ahrens Investment Partners bought 9 Southern Company shares in Q1 2023, an estimated $606.
  • Southern Company made up 0.28% of Ahrens Investment Partners's portfolio in Q1 2023, its #67 holding.
  • Ahrens Investment Partners first reported a position in Southern Company in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's Southern Company position peaked at $771K in Q4 2016.
  • 1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.