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Alera Investment Advisors’s Southern Company SO Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$260K Buy
2,878
+75
+3% +$6.41K 0.03% 229
2024
Q2 		$217K Buy
+2,803
New +$212K 0.03% 247
2019
Q2 		– Sell
-1,368
Closed -$71K – 856
2019
Q1 		$71K Buy
+1,368
New +$67.1K 0.03% 129

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Alera Investment Advisors's SO Position: Q3 2024 in Review

Alera Investment Advisors increased its Southern Company (SO) stake by 2.7% in Q3 2024, buying an estimated $6.41K and bringing the position to 2,878 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #229.

Alera Investment Advisors first reported a position in SO in Q1 2019 and has held it in 3 quarters since. 2,003 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Alera Investment Advisors held 2,878 shares of Southern Company worth $260K as of Q3 2024.
  • Alera Investment Advisors bought 75 Southern Company shares in Q3 2024, an estimated $6.41K.
  • Southern Company made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #229 holding.
  • Alera Investment Advisors first reported a position in Southern Company in Q1 2019 and has held it in 3 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.