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BlackRock Investment Management’s Southern Company SO Stock Holding History

BlackRock 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
2016
Q4 		$92.6M Buy
1,881,927
+116,691
+7% +$5.73M 0.11% 190
2016
Q3 		$90.6M Buy
1,765,236
+56,610
+3% +$2.98M 0.11% 190
2016
Q2 		$91.6M Buy
1,708,626
+50,234
+3% +$2.53M 0.12% 181
2016
Q1 		$85.8M Sell
1,658,392
-29,258
-2% -$1.43M 0.11% 182
2015
Q4 		$79M Buy
1,687,650
+41,681
+3% +$1.89M 0.1% 199
2015
Q3 		$73.6M Buy
1,645,969
+4,458
+0.3% +$196K 0.1% 203
2015
Q2 		$68.8M Buy
1,641,511
+105,977
+7% +$4.62M 0.09% 221
2015
Q1 		$68M Buy
1,535,534
+23,566
+2% +$1.12M 0.09% 217
2014
Q4 		$74.3M Buy
1,511,968
+41,515
+3% +$1.96M 0.1% 206
2014
Q3 		$64.2M Buy
1,470,453
+2,539
+0.2% +$112K 0.09% 217
2014
Q2 		$66.6M Buy
1,467,914
+98,561
+7% +$4.36M 0.09% 228
2014
Q1 		$60.2M Buy
1,369,353
+51,852
+4% +$2.17M 0.09% 219
2013
Q4 		$54.2M Sell
1,317,501
-51,552
-4% -$2.13M 0.08% 229
2013
Q3 		$56.4M Buy
1,369,053
+20,243
+2% +$872K 0.09% 202
2013
Q2 		$59.5M Buy
+1,348,810
New +$62M 0.11% 176

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock Investment Management's SO Position: Q4 2016 in Review

BlackRock Investment Management increased its Southern Company (SO) stake by 6.6% in Q4 2016, buying an estimated $5.73M and bringing the position to 1,881,927 shares worth $92.6M. The position accounts for 0.11% of the portfolio, ranked #190.

BlackRock Investment Management first reported a position in SO in Q2 2013 and has held it in 15 quarters since. 1,172 funds tracked by Wall St. Rank hold SO as of Q4 2016.

  • BlackRock Investment Management held 1,881,927 shares of Southern Company worth $92.6M as of Q4 2016.
  • BlackRock Investment Management bought 116,691 Southern Company shares in Q4 2016, an estimated $5.73M.
  • Southern Company made up 0.11% of BlackRock Investment Management's portfolio in Q4 2016, its #190 holding.
  • BlackRock Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 15 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Southern Company as of Q4 2016.

Based on BlackRock Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.