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Benedetti & Gucer’s Southern Company SO Stock Holding History

Benedetti & Gucer’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
2024
Q1 		$251K Sell
3,502
-1,399
-29% -$96.6K 0.12% 121
2023
Q4 		$344K Hold
4,901
– – 0.18% 98
2023
Q3 		$317K Sell
4,901
-199
-4% -$13.8K 0.17% 101
2023
Q2 		$358K Buy
5,100
+2,201
+76% +$158K 0.18% 95
2023
Q1 		$202K Buy
+2,899
New +$195K 0.12% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Benedetti & Gucer's SO Position: Q1 2024 in Review

Benedetti & Gucer reduced its Southern Company (SO) stake by 29% in Q1 2024, selling an estimated $96.6K and leaving 3,502 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #121.

Benedetti & Gucer first reported a position in SO in Q1 2023 and has held it in 5 quarters since. The position peaked at $358K in Q2 2023. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Benedetti & Gucer held 3,502 shares of Southern Company worth $251K as of Q1 2024.
  • Benedetti & Gucer sold 1,399 Southern Company shares in Q1 2024, an estimated $96.6K.
  • Southern Company made up 0.12% of Benedetti & Gucer's portfolio in Q1 2024, its #121 holding.
  • Benedetti & Gucer first reported a position in Southern Company in Q1 2023 and has held it in 5 quarters since.
  • Benedetti & Gucer's Southern Company position peaked at $358K in Q2 2023.
  • 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.