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Appleton Group’s Southern Company SO Stock Holding History

Appleton Group’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 		$253K Buy
+3,904
New +$271K 0.88% 24
2023
Q2 		– Sell
-4,117
Closed -$286K – 46
2023
Q1 		$286K Buy
+4,117
New +$277K 0.56% 25

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Appleton Group's SO Position: Q3 2023 in Review

Appleton Group opened a new position in Southern Company (SO) in Q3 2023: 3,904 shares worth $253K. The stake represents 0.88% of the portfolio and ranks #24 among its holdings. This is a return to the name: Appleton Group previously reported a position in SO as recently as Q1 2023.

Appleton Group first reported a position in SO in Q1 2023 and has held it in 2 quarters since. The position peaked at $286K in Q1 2023. 1,709 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • Appleton Group held 3,904 shares of Southern Company worth $253K as of Q3 2023.
  • Southern Company was a new Appleton Group position in Q3 2023.
  • Southern Company made up 0.88% of Appleton Group's portfolio in Q3 2023, its #24 holding.
  • Appleton Group first reported a position in Southern Company in Q1 2023 and has held it in 2 quarters since.
  • Appleton Group's Southern Company position peaked at $286K in Q1 2023.
  • 1,709 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.