Credit Suisse’s Southern Company SO Stock Holding History

Credit Suisse’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
2022 Q1	–	Sell	-87,600	Closed	-$6.01M	–	4247
2021 Q4	$6.01M	Hold	87,600	–	–	﹤0.01%	1879
2021 Q3	$5.43M	Hold	87,600	–	–	﹤0.01%	1994
2021 Q2	$5.3M	Sell	87,600 -115,500	-57%	-$7.39M	﹤0.01%	2036
2021 Q1	$12.6M	Buy	203,100 +190,000	+1,450%	+$11.4M	0.01%	1428
2020 Q4	$805K	Hold	13,100	–	–	﹤0.01%	3485
2020 Q3	$710K	Hold	13,100	–	–	﹤0.01%	3170
2020 Q2	$679K	Buy	+13,100	New	+$728K	﹤0.01%	3140
2020 Q1	–	Sell	-21,900	Closed	-$1.4M	–	4214
2019 Q4	$1.4M	Sell	21,900 -17,300	-44%	-$1.07M	﹤0.01%	2897
2019 Q3	$2.42M	Sell	39,200 -135,600	-78%	-$7.86M	﹤0.01%	2326
2019 Q2	$9.66M	Buy	174,800 +12,300	+8%	+$659K	0.01%	1333
2019 Q1	$8.4M	Buy	162,500 +62,500	+63%	+$3.06M	0.01%	1343
2018 Q4	$4.39M	Buy	+100,000	New	+$4.55M	﹤0.01%	1663
2018 Q1	–	Sell	-100,000	Closed	-$4.81M	–	4130
2017 Q4	$4.81M	Hold	100,000	–	–	﹤0.01%	1809
2017 Q3	$4.91M	Hold	100,000	–	–	﹤0.01%	1776
2017 Q2	$4.79M	Hold	100,000	–	–	﹤0.01%	1653
2017 Q1	$4.98M	Hold	100,000	–	–	﹤0.01%	1660
2016 Q4	$4.92M	Hold	100,000	–	–	﹤0.01%	1663
2016 Q3	$5.13M	Hold	100,000	–	–	﹤0.01%	1635
2016 Q2	$5.36M	Buy	+100,000	New	+$5.03M	0.01%	1577

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Credit Suisse's SO Position: Q1 2024 in Review

Credit Suisse increased its Southern Company (SO) stake by 0.4% in Q1 2024, buying an estimated $260K and bringing the position to 933,252 shares worth $67M. The position accounts for 0.06% of the portfolio, ranked #294.

Credit Suisse first reported a position in SO in Q2 2013 and has held it in 44 quarters since. The position peaked at $195M in Q3 2019. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

Credit Suisse held 933,252 shares of Southern Company worth $67M as of Q1 2024.
Credit Suisse bought 3,763 Southern Company shares in Q1 2024, an estimated $260K.
Southern Company made up 0.06% of Credit Suisse's portfolio in Q1 2024, its #294 holding.
Credit Suisse first reported a position in Southern Company in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Southern Company position peaked at $195M in Q3 2019.
1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.