Contravisory Investment Management’s Southern Company SO Stock Holding History

Contravisory 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
2023 Q1	–	Sell	-85,711	Closed	-$6.12M	–	360
2022 Q4	$6.12M	Buy	85,711 +1,670	+2%	+$112K	1.7%	32
2022 Q3	$5.71M	Buy	84,041 +222	+0.3%	+$16.8K	1.91%	20
2022 Q2	$5.98M	Buy	+83,819	New	+$6.15M	1.94%	23
2020 Q3	–	Sell	-80,117	Closed	-$4.5M	–	276
2020 Q2	$4.5M	Buy	+80,117	New	+$4.45M	1.66%	34
2018 Q1	–	Sell	-7	Closed	–	–	443
2017 Q4	$0	Buy	+7	New	+$357	﹤0.01%	517
2016 Q3	–	Sell	-47	Closed	-$3K	–	319
2016 Q2	$3K	Hold	47	–	–	﹤0.01%	149
2016 Q1	$2K	Buy	+47	New	+$2.29K	﹤0.01%	180

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Contravisory Investment Management's SO Position: Q1 2023 in Review

Contravisory Investment Management sold out of Southern Company (SO) in Q1 2023, closing a stake of 85,711 shares — an estimated $6.12M sold.

Contravisory Investment Management first reported a position in SO in Q1 2016 and held it in 7 quarters. The position peaked at $6.12M in Q4 2022. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

Contravisory Investment Management reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
Contravisory Investment Management sold 85,711 Southern Company shares in Q1 2023, an estimated $6.12M.
Contravisory Investment Management first reported a position in Southern Company in Q1 2016 and held it in 7 quarters.
Contravisory Investment Management's Southern Company position peaked at $6.12M in Q4 2022.
1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on Contravisory Investment Management's 13F filing for Q1 2023, filed 12 Apr 2023.