Antonetti Capital Management’s Southern Company SO Stock Holding History

Antonetti Capital 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
2023 Q3	$49.2K	Hold	760	–	–	0.08%	103
2023 Q2	$53.4K	Hold	760	–	–	0.08%	96
2023 Q1	$52.9K	Hold	760	–	–	0.08%	97
2022 Q4	$54.3K	Hold	760	–	–	0.07%	97
2022 Q3	$52K	Hold	760	–	–	0.06%	95
2022 Q2	$54K	Hold	760	–	–	0.06%	99
2022 Q1	$55K	Hold	760	–	–	0.05%	108
2021 Q4	$52K	Hold	760	–	–	0.04%	157
2021 Q3	$47K	Buy	+760	New	+$48.9K	0.04%	161
2014 Q1	–	Sell	-575	Closed	-$24K	–	281
2013 Q4	$24K	Sell	575 -975	-63%	-$40.2K	0.02%	164
2013 Q3	$64K	Hold	1,550	–	–	0.06%	138
2013 Q2	$68K	Buy	+1,550	New	+$71.3K	0.07%	138

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

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

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

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

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

Antonetti Capital Management's SO Position: Q3 2023 in Review

Antonetti Capital Management held its Southern Company (SO) position steady in Q3 2023 at 760 shares worth $49.2K. The position accounts for 0.08% of the portfolio, ranked #103.

Antonetti Capital Management first reported a position in SO in Q2 2013 and has held it in 12 quarters since. The position peaked at $68K in Q2 2013. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

Antonetti Capital Management held 760 shares of Southern Company worth $49.2K as of Q3 2023.
Antonetti Capital Management left its Southern Company share count unchanged in Q3 2023.
Southern Company made up 0.08% of Antonetti Capital Management's portfolio in Q3 2023, its #103 holding.
Antonetti Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 12 quarters since.
Antonetti Capital Management's Southern Company position peaked at $68K in Q2 2013.
1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.