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Cutler Group’s Southern Company SO Stock Holding History

Cutler 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
2023
Q4 		– Sell
-4,200
Closed -$2K – 4291
2023
Q3 		$2K Buy
4,200
+300
+8% +$20.8K ﹤0.01% 3341
2023
Q2 		$1K Sell
3,900
-1,900
-33% -$136K ﹤0.01% 3404
2023
Q1 		$1K Sell
5,800
-16,100
-74% -$1.08M ﹤0.01% 3558
2022
Q4 		$3K Buy
21,900
+18,000
+462% +$1.2M ﹤0.01% 3526
2022
Q3 		$16K Buy
+3,900
New +$295K ﹤0.01% 2779
2022
Q1 		– Sell
-34,200
Closed -$8K – 5986
2021
Q4 		$8K Sell
34,200
-29,700
-46% -$1.89M ﹤0.01% 3887
2021
Q3 		$125K Buy
63,900
+11,000
+21% +$708K 0.01% 1736
2021
Q2 		$45K Buy
+52,900
New +$3.38M ﹤0.01% 2576
2021
Q1 		– Sell
-20,900
Closed -$1K – 6221
2020
Q4 		$1K Buy
20,900
+500
+2% +$30.1K ﹤0.01% 4546
2020
Q3 		$11K Buy
20,400
+12,600
+162% +$673K ﹤0.01% 2936
2020
Q2 		$23K Buy
7,800
+7,600
+3,800% +$422K ﹤0.01% 2282
2020
Q1 		$1K Buy
+200
New +$12.7K ﹤0.01% 3792
2019
Q1 		– Sell
-2,800
Closed -$3K – 4688
2018
Q4 		$3K Sell
2,800
-24,300
-90% -$1.1M ﹤0.01% 3225
2018
Q3 		$32K Buy
27,100
+21,200
+359% +$977K ﹤0.01% 1915
2018
Q2 		$2K Sell
5,900
-1,900
-24% -$85K ﹤0.01% 3623
2018
Q1 		$3K Sell
7,800
-1,700
-18% -$75.5K ﹤0.01% 3615
2017
Q4 		$38K Sell
9,500
-82,900
-90% -$4.22M ﹤0.01% 2073
2017
Q3 		$12K Buy
92,400
+200
+0.2% +$9.7K ﹤0.01% 3651
2017
Q2 		$55K Buy
92,200
+85,600
+1,297% +$4.29M ﹤0.01% 2402
2017
Q1 		$3K Sell
6,600
-100
-1% -$4.94K ﹤0.01% 5215
2016
Q4 		$1K Sell
6,700
-37,100
-85% -$1.82M ﹤0.01% 6132
2016
Q3 		$77K Buy
43,800
+29,800
+213% +$1.57M ﹤0.01% 2038
2016
Q2 		$3K Buy
14,000
+11,400
+438% +$573K ﹤0.01% 5429
2016
Q1 		$2K Sell
2,600
-5,200
-67% -$253K ﹤0.01% 5657
2015
Q4 		$7K Buy
+7,800
New +$354K ﹤0.01% 4579

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cutler Group's SO Position: Q1 2024 in Review

Cutler Group reduced its Southern Company (SO) stake by 24% in Q1 2024, selling an estimated $14.7K and leaving 676 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #692.

Cutler Group first reported a position in SO in Q4 2015 and has held it in 28 quarters since. The position peaked at $2.27M in Q3 2018. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Cutler Group held 676 shares of Southern Company worth $48K as of Q1 2024.
  • Cutler Group sold 213 Southern Company shares in Q1 2024, an estimated $14.7K.
  • Southern Company made up 0.02% of Cutler Group's portfolio in Q1 2024, its #692 holding.
  • Cutler Group first reported a position in Southern Company in Q4 2015 and has held it in 28 quarters since.
  • Cutler Group's Southern Company position peaked at $2.27M in Q3 2018.
  • 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.