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Criterion Capital Advisors’s Southern Company SO Stock Holding History

Criterion Capital Advisors’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
Q4 		$7.86K Hold
101
– – ﹤0.01% 270
2024
Q3 		$7.86K Hold
101
– – ﹤0.01% 270
2024
Q2 		$7.86K Hold
101
– – ﹤0.01% 270
2024
Q1 		$7.27K Hold
101
– – ﹤0.01% 276
2023
Q4 		$7.11K Buy
+101
New +$6.94K 0.01% 282

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Criterion Capital Advisors's SO Position: Q4 2024 in Review

Criterion Capital Advisors held its Southern Company (SO) position steady in Q4 2024 at 101 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Criterion Capital Advisors first reported a position in SO in Q4 2023 and has held it in 5 quarters since. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Criterion Capital Advisors held 101 shares of Southern Company worth $7.86K as of Q4 2024.
  • Criterion Capital Advisors left its Southern Company share count unchanged in Q4 2024.
  • Southern Company made up ﹤0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #270 holding.
  • Criterion Capital Advisors first reported a position in Southern Company in Q4 2023 and has held it in 5 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.