AIM
SO icon

Axiom Investment Management’s Southern Company SO Stock Holding History

Axiom 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
2022
Q4 		– Sell
-700
Closed -$48K – 380
2022
Q3 		$48K Buy
+700
New +$53K 0.1% 162
2022
Q2 		– Sell
-3,890
Closed -$280K – 98
2022
Q1 		$280K Buy
+3,890
New +$263K 0.61% 53
2019
Q3 		– Sell
-8,170
Closed -$450K – 384
2019
Q2 		$450K Buy
8,170
+786
+11% +$42.1K 0.08% 227
2019
Q1 		$380K Sell
7,384
-1,271
-15% -$62.3K 0.07% 251
2018
Q4 		$380K Buy
+8,655
New +$393K 0.08% 225

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axiom Investment Management's SO Position: Q4 2022 in Review

Axiom Investment Management sold out of Southern Company (SO) in Q4 2022, closing a stake of 700 shares — an estimated $48K sold.

Axiom Investment Management first reported a position in SO in Q4 2018 and held it in 5 quarters. The position peaked at $450K in Q2 2019. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

  • Axiom Investment Management reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 700 Southern Company shares in Q4 2022, an estimated $48K.
  • Axiom Investment Management first reported a position in Southern Company in Q4 2018 and held it in 5 quarters.
  • Axiom Investment Management's Southern Company position peaked at $450K in Q2 2019.
  • 1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.