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Bluefin Capital Management’s Southern Company SO Stock Holding History

Bluefin Capital 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
2026
Q1 		– Sell
-125,000
Closed -$948K – 215
2025
Q4 		$948K Buy
+125,000
New +$11.4M 0.23% 54
2023
Q1 		– Sell
-39,000
Closed -$1.95K – 447
2022
Q4 		$1.95K Buy
+39,000
New +$2.61M ﹤0.01% 417

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bluefin Capital Management's SO Position: Q1 2020 in Review

Bluefin Capital Management sold out of Southern Company (SO) in Q1 2020, closing a stake of 40,336 shares — an estimated $2.57M sold.

Bluefin Capital Management first reported a position in SO in Q4 2013 and held it in 6 quarters. The position peaked at $2.57M in Q4 2019. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

  • Bluefin Capital Management reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
  • Bluefin Capital Management sold 40,336 Southern Company shares in Q1 2020, an estimated $2.57M.
  • Bluefin Capital Management first reported a position in Southern Company in Q4 2013 and held it in 6 quarters.
  • Bluefin Capital Management's Southern Company position peaked at $2.57M in Q4 2019.
  • 1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Bluefin Capital Management's 13F filing for Q1 2020, filed 15 May 2020.