Amalgamated Financial’s Southern Company SO Stock Holding History

Amalgamated Financial’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
2022 Q1	$19.3M	Buy	+265,754	New	+$18M	0.15%	102

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amalgamated Financial's SO Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Southern Company (SO) in Q1 2022: 265,754 shares worth $19.3M. The stake represents 0.15% of the portfolio and ranks #102 among its holdings.

1,700 funds tracked by Wall St. Rank hold SO as of Q1 2022.

Amalgamated Financial held 265,754 shares of Southern Company worth $19.3M as of Q1 2022.
Southern Company was a new Amalgamated Financial position in Q1 2022.
Southern Company made up 0.15% of Amalgamated Financial's portfolio in Q1 2022, its #102 holding.
1,700 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.