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Alpha DNA Investment Management’s Southern Company SO Stock Holding History

Alpha DNA Investment Management’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
2021
Q2 		– Sell
-591
Closed -$36K – 563
2021
Q1 		$36K Buy
591
+154
+35% +$9.22K 0.04% 214
2020
Q4 		$26K Buy
+437
New +$26.3K 0.03% 238

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Alpha DNA Investment Management's SO Position: Q2 2021 in Review

Alpha DNA Investment Management sold out of Southern Company (SO) in Q2 2021, closing a stake of 591 shares — an estimated $36K sold.

Alpha DNA Investment Management first reported a position in SO in Q4 2020 and held it in 2 quarters. The position peaked at $36K in Q1 2021. 1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • Alpha DNA Investment Management reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
  • Alpha DNA Investment Management sold 591 Southern Company shares in Q2 2021, an estimated $36K.
  • Alpha DNA Investment Management first reported a position in Southern Company in Q4 2020 and held it in 2 quarters.
  • Alpha DNA Investment Management's Southern Company position peaked at $36K in Q1 2021.
  • 1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on Alpha DNA Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.