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Bridgefront Capital’s Southern Company SO Stock Holding History

Bridgefront 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
2024
Q3 		– Sell
-17,268
Closed -$1.34M – 700
2024
Q2 		$1.34M Buy
17,268
+8,260
+92% +$626K 0.56% 23
2024
Q1 		$646K Buy
+9,008
New +$622K 0.49% 39
2022
Q2 		– Sell
-3,130
Closed -$227K – 421
2022
Q1 		$227K Buy
+3,130
New +$212K 0.28% 176
2021
Q3 		– Sell
-20,037
Closed -$1.21M – 634
2021
Q2 		$1.21M Buy
+20,037
New +$1.28M 0.46% 28
2021
Q1 		– Sell
-19,937
Closed -$1.23M – 902
2020
Q4 		$1.23M Buy
+19,937
New +$1.2M 0.42% 30

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bridgefront Capital's SO Position: Q3 2024 in Review

Bridgefront Capital sold out of Southern Company (SO) in Q3 2024, closing a stake of 17,268 shares — an estimated $1.34M sold.

Bridgefront Capital first reported a position in SO in Q4 2020 and held it in 5 quarters. The position peaked at $1.34M in Q2 2024. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Bridgefront Capital reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
  • Bridgefront Capital sold 17,268 Southern Company shares in Q3 2024, an estimated $1.34M.
  • Bridgefront Capital first reported a position in Southern Company in Q4 2020 and held it in 5 quarters.
  • Bridgefront Capital's Southern Company position peaked at $1.34M in Q2 2024.
  • 2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Bridgefront Capital's 13F filing for Q3 2024, filed 14 Nov 2024.