CIA
SO icon

CSat Investment Advisory’s Southern Company SO Stock Holding History

CSat Investment Advisory’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
Q1 		$13K Buy
217
+54
+33% +$3.23K 0.01% 431
2020
Q4 		$10K Sell
163
-3,909
-96% -$235K 0.01% 433
2020
Q3 		$221K Sell
4,072
-9,347
-70% -$500K 0.02% 257
2020
Q2 		$696K Sell
13,419
-731
-5% -$40.6K 0.08% 129
2020
Q1 		$766K Buy
14,150
+788
+6% +$49.9K 0.16% 86
2019
Q4 		$851K Sell
13,362
-1,054
-7% -$65.3K 0.22% 86
2019
Q3 		$890K Sell
14,416
-823
-5% -$47.7K 0.28% 70
2019
Q2 		$842K Sell
15,239
-2,947
-16% -$158K 0.3% 74
2019
Q1 		$940K Sell
18,186
-1,322
-7% -$64.8K 0.48% 56
2018
Q4 		$857K Buy
19,508
+1,920
+11% +$87.3K 0.51% 48
2018
Q3 		$767K Buy
17,588
+62
+0.4% +$2.86K 0.44% 63
2018
Q2 		$811K Buy
+17,526
New +$784K 0.43% 57
2014
Q2 		– Sell
-57,255
Closed -$2.52M – 32
2014
Q1 		$2.52M Sell
57,255
-24,855
-30% -$1.04M 1.29% 30
2013
Q4 		$3.38M Sell
82,110
-64,242
-44% -$2.65M 1.33% 27
2013
Q3 		$6.03M Buy
146,352
+37,104
+34% +$1.6M 1.73% 24
2013
Q2 		$4.82M Buy
+109,248
New +$5.02M 1.72% 26

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CSat Investment Advisory's SO Position: Q1 2021 in Review

CSat Investment Advisory increased its Southern Company (SO) stake by 33% in Q1 2021, buying an estimated $3.23K and bringing the position to 217 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #431.

CSat Investment Advisory first reported a position in SO in Q2 2013 and has held it in 16 quarters since. The position peaked at $6.03M in Q3 2013. 1,488 funds tracked by Wall St. Rank hold SO as of Q1 2021.

  • CSat Investment Advisory held 217 shares of Southern Company worth $13K as of Q1 2021.
  • CSat Investment Advisory bought 54 Southern Company shares in Q1 2021, an estimated $3.23K.
  • Southern Company made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #431 holding.
  • CSat Investment Advisory first reported a position in Southern Company in Q2 2013 and has held it in 16 quarters since.
  • CSat Investment Advisory's Southern Company position peaked at $6.03M in Q3 2013.
  • 1,488 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.