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Coppell Advisory Solutions Corp’s Southern Company SO Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$278K Buy
+3,877
New +$268K 0.05% 204
2023
Q1 		$272K Buy
3,932
+2,849
+263% +$192K 0.09% 169
2022
Q4 		$77.3K Buy
+1,083
New +$72.4K 0.03% 246

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Coppell Advisory Solutions Corp's SO Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Southern Company (SO) in Q1 2024: 3,877 shares worth $278K. The stake represents 0.05% of the portfolio and ranks #204 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SO as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SO in Q4 2022 and has held it in 3 quarters since. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Coppell Advisory Solutions Corp held 3,877 shares of Southern Company worth $278K as of Q1 2024.
  • Southern Company was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Southern Company made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #204 holding.
  • Coppell Advisory Solutions Corp first reported a position in Southern Company in Q4 2022 and has held it in 3 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.