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Custom Portfolio Group’s Southern Company SO Stock Holding History

Custom Portfolio Group’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
Q2 		$3.49K Hold
45
– – ﹤0.01% 198
2024
Q1 		$3.23K Hold
45
– – ﹤0.01% 205
2023
Q4 		$3.15K Buy
+45
New +$3.09K ﹤0.01% 199

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Custom Portfolio Group's SO Position: Q2 2024 in Review

Custom Portfolio Group held its Southern Company (SO) position steady in Q2 2024 at 45 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Custom Portfolio Group first reported a position in SO in Q4 2023 and has held it in 3 quarters since. 1,884 funds tracked by Wall St. Rank hold SO as of Q2 2024.

  • Custom Portfolio Group held 45 shares of Southern Company worth $3.49K as of Q2 2024.
  • Custom Portfolio Group left its Southern Company share count unchanged in Q2 2024.
  • Southern Company made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #198 holding.
  • Custom Portfolio Group first reported a position in Southern Company in Q4 2023 and has held it in 3 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Southern Company as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.