CCMD
SO icon

Cypress Capital Management (Delaware)’s Southern Company SO Stock Holding History

Cypress Capital Management (Delaware)’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
2022
Q4 		– Sell
-3,760
Closed -$256K – 145
2022
Q3 		$256K Sell
3,760
-100
-3% -$7.58K 0.05% 175
2022
Q2 		$275K Hold
3,860
– – 0.04% 172
2022
Q1 		$280K Hold
3,860
– – 0.04% 181
2021
Q4 		$265K Hold
3,860
– – 0.03% 190
2021
Q3 		$234K Hold
3,860
– – 0.03% 166
2021
Q2 		$234K Buy
+3,860
New +$247K 0.03% 166

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cypress Capital Management (Delaware)'s SO Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Southern Company (SO) in Q4 2022, closing a stake of 3,760 shares — an estimated $256K sold.

Cypress Capital Management (Delaware) first reported a position in SO in Q2 2021 and held it in 6 quarters. The position peaked at $280K in Q1 2022. 1,734 funds tracked by Wall St. Rank hold SO as of Q4 2022.

  • Cypress Capital Management (Delaware) reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 3,760 Southern Company shares in Q4 2022, an estimated $256K.
  • Cypress Capital Management (Delaware) first reported a position in Southern Company in Q2 2021 and held it in 6 quarters.
  • Cypress Capital Management (Delaware)'s Southern Company position peaked at $280K in Q1 2022.
  • 1,734 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.