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Crescent Capital Consulting’s Southern Company SO Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$85K Hold
1,236
– – 0.01% 243
2021
Q3 		$77K Sell
1,236
-63
-5% -$4.06K 0.01% 253
2021
Q2 		$79K Sell
1,299
-1,900
-59% -$122K 0.01% 239
2021
Q1 		$199K Buy
3,199
+2,963
+1,256% +$177K 0.04% 175
2020
Q4 		$14K Buy
+236
New +$14.2K ﹤0.01% 338

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crescent Capital Consulting's SO Position: Q4 2021 in Review

Crescent Capital Consulting held its Southern Company (SO) position steady in Q4 2021 at 1,236 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #243.

Crescent Capital Consulting first reported a position in SO in Q4 2020 and has held it in 5 quarters since. The position peaked at $199K in Q1 2021. 1,652 funds tracked by Wall St. Rank hold SO as of Q4 2021.

  • Crescent Capital Consulting held 1,236 shares of Southern Company worth $85K as of Q4 2021.
  • Crescent Capital Consulting left its Southern Company share count unchanged in Q4 2021.
  • Southern Company made up 0.01% of Crescent Capital Consulting's portfolio in Q4 2021, its #243 holding.
  • Crescent Capital Consulting first reported a position in Southern Company in Q4 2020 and has held it in 5 quarters since.
  • Crescent Capital Consulting's Southern Company position peaked at $199K in Q1 2021.
  • 1,652 funds tracked by Wall St. Rank held Southern Company as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.