Cantor Fitzgerald’s Southern Company SO Stock Holding History

Cantor Fitzgerald’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
2023 Q4	–	Sell	-39,084	Closed	-$2.53M	–	516
2023 Q3	$2.53M	Buy	39,084 +65	+0.2%	+$4.51K	0.07%	209
2023 Q2	$2.74M	Sell	39,019 -213	-0.5%	-$15.3K	0.06%	234
2023 Q1	$2.73M	Buy	39,232 +5,775	+17%	+$389K	0.06%	288
2022 Q4	$2.39M	Buy	33,457 +69	+0.2%	+$4.61K	0.05%	314
2022 Q3	$2.27M	Hold	33,388	–	–	0.05%	326
2022 Q2	$2.38M	Buy	+33,388	New	+$2.45M	0.05%	346

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cantor Fitzgerald's SO Position: Q4 2023 in Review

Cantor Fitzgerald sold out of Southern Company (SO) in Q4 2023, closing a stake of 39,084 shares — an estimated $2.53M sold.

Cantor Fitzgerald first reported a position in SO in Q2 2022 and held it in 6 quarters. The position peaked at $2.74M in Q2 2023. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

Cantor Fitzgerald reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
Cantor Fitzgerald sold 39,084 Southern Company shares in Q4 2023, an estimated $2.53M.
Cantor Fitzgerald first reported a position in Southern Company in Q2 2022 and held it in 6 quarters.
Cantor Fitzgerald's Southern Company position peaked at $2.74M in Q2 2023.
1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Cantor Fitzgerald's 13F filing for Q4 2023, filed 14 Feb 2024.