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Column Capital Advisors’s Southern Company SO Stock Holding History

Column Capital Advisors’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
Q3 		$104K Buy
1,606
+1
+0.1% +$69 0.02% 214
2023
Q2 		$113K Hold
1,605
– – 0.02% 203
2023
Q1 		$112K Sell
1,605
-26
-2% -$1.75K 0.02% 207
2022
Q4 		$116K Sell
1,631
-775
-32% -$51.8K 0.02% 185
2022
Q3 		$164K Sell
2,406
-400
-14% -$30.3K 0.03% 139
2022
Q2 		$200K Hold
2,806
– – 0.04% 116
2022
Q1 		$203K Sell
2,806
-25
-0.9% -$1.69K 0.04% 131
2021
Q4 		$194K Buy
2,831
+1,426
+101% +$90.9K 0.04% 133
2021
Q3 		$87K Hold
1,405
– – 0.02% 201
2021
Q2 		$85K Sell
1,405
-300
-18% -$19.2K 0.02% 205
2021
Q1 		$106K Sell
1,705
-1
-0.1% -$60 0.02% 171
2020
Q4 		$105K Sell
1,706
-299
-15% -$18K 0.03% 162
2020
Q3 		$109K Hold
2,005
– – 0.03% 153
2020
Q2 		$104K Sell
2,005
-1
-0% -$56 0.04% 146
2020
Q1 		$109K Buy
2,006
+1
+0% +$63 0.04% 112
2019
Q4 		$127K Buy
+2,005
New +$124K 0.06% 119

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Column Capital Advisors's SO Position: Q3 2023 in Review

Column Capital Advisors increased its Southern Company (SO) stake by 0.06% in Q3 2023, buying an estimated $69 and bringing the position to 1,606 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #214.

Column Capital Advisors first reported a position in SO in Q4 2019 and has held it in 16 quarters since. The position peaked at $203K in Q1 2022. 1,709 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • Column Capital Advisors held 1,606 shares of Southern Company worth $104K as of Q3 2023.
  • Column Capital Advisors bought 1 Southern Company share in Q3 2023, an estimated $69.
  • Southern Company made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #214 holding.
  • Column Capital Advisors first reported a position in Southern Company in Q4 2019 and has held it in 16 quarters since.
  • Column Capital Advisors's Southern Company position peaked at $203K in Q1 2022.
  • 1,709 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.