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	-101,100	Closed	-$6.93M	–	4248
2021 Q4	$6.93M	Hold	101,100	–	–	﹤0.01%	1766
2021 Q3	$6.26M	Buy	+101,100	New	+$6.51M	﹤0.01%	1876
2021 Q2	–	Sell	-101,100	Closed	-$6.47M	–	1922
2021 Q1	$6.28M	Sell	101,100 -213,300	-68%	-$12.8M	﹤0.01%	1897
2020 Q4	$19.3M	Buy	314,400 +97,900	+45%	+$5.89M	0.01%	1183
2020 Q3	$11.7M	Hold	216,500	–	–	0.01%	1287
2020 Q2	$11.2M	Buy	216,500 +126,500	+141%	+$7.03M	0.01%	1241
2020 Q1	$4.87M	Sell	90,000 -37,300	-29%	-$2.36M	﹤0.01%	1559
2019 Q4	$8.11M	Sell	127,300 -150,000	-54%	-$9.3M	0.01%	1537
2019 Q3	$17.1M	Buy	277,300 +159,300	+135%	+$9.23M	0.01%	1006
2019 Q2	$6.52M	Buy	118,000 +98,900	+518%	+$5.29M	0.01%	1571
2019 Q1	$987K	Sell	19,100 -130,900	-87%	-$6.42M	﹤0.01%	2901
2018 Q4	$6.59M	Buy	150,000 +100,000	+200%	+$4.55M	0.01%	1403
2018 Q3	$2.18M	Sell	50,000 -20,300	-29%	-$936K	﹤0.01%	2285
2018 Q2	$3.26M	Sell	70,300 -17,900	-20%	-$801K	﹤0.01%	2064
2018 Q1	$3.94M	Buy	88,200 +25,500	+41%	+$1.13M	﹤0.01%	1881
2017 Q4	$3.02M	Buy	+62,700	New	+$3.19M	﹤0.01%	2127

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.