Athanor Capital’s Southern Company SO Stock Holding History

Athanor Capital’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	-3,596	Closed	-$224K	–	736
2021 Q1	$224K	Buy	+3,596	New	+$215K	0.01%	678

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

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

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

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

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

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

Athanor Capital's SO Position: Q2 2021 in Review

Athanor Capital sold out of Southern Company (SO) in Q2 2021, closing a stake of 3,596 shares — an estimated $224K sold.

Athanor Capital first reported a position in SO in Q1 2021 and held it in 1 quarter. The position peaked at $224K in Q1 2021. 1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

Athanor Capital reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
Athanor Capital sold 3,596 Southern Company shares in Q2 2021, an estimated $224K.
Athanor Capital first reported a position in Southern Company in Q1 2021 and held it in 1 quarter.
Athanor Capital's Southern Company position peaked at $224K in Q1 2021.
1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on Athanor Capital's 13F filing for Q2 2021, filed 16 Aug 2021.