CSM Advisors’s Southern Company SO Stock Holding History

CSM 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 Q3	–	Sell	-4,526	Closed	-$351K	–	134
2024 Q2	$351K	Sell	4,526 -100	-2%	-$7.58K	0.02%	117
2024 Q1	$332K	Sell	4,626 -1,100	-19%	-$75.9K	0.02%	126
2023 Q4	$402K	Sell	5,726 -500	-8%	-$34.3K	0.03%	127
2023 Q3	$403K	Sell	6,226 -1,100	-15%	-$76.3K	0.04%	121
2023 Q2	$515K	Sell	7,326 -1,200	-14%	-$86.1K	0.04%	126
2023 Q1	$593K	Hold	8,526	–	–	0.05%	115
2022 Q4	$609K	Hold	8,526	–	–	0.06%	111
2022 Q3	$580K	Hold	8,526	–	–	0.06%	108
2022 Q2	$608K	Hold	8,526	–	–	0.06%	99
2022 Q1	$618K	Hold	8,526	–	–	0.04%	104
2021 Q4	$585K	Hold	8,526	–	–	0.04%	128
2021 Q3	$528K	Hold	8,526	–	–	0.04%	126
2021 Q2	$516K	Buy	+8,526	New	+$545K	0.03%	132

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

CSM Advisors's SO Position: Q3 2024 in Review

CSM Advisors sold out of Southern Company (SO) in Q3 2024, closing a stake of 4,526 shares — an estimated $351K sold.

CSM Advisors first reported a position in SO in Q2 2021 and held it in 13 quarters. The position peaked at $618K in Q1 2022. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

CSM Advisors reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
CSM Advisors sold 4,526 Southern Company shares in Q3 2024, an estimated $351K.
CSM Advisors first reported a position in Southern Company in Q2 2021 and held it in 13 quarters.
CSM Advisors's Southern Company position peaked at $618K in Q1 2022.
2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on CSM Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.