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Daniel L. Goodwin’s Southern Company SO Stock Holding History

Daniel L. Goodwin’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
Q3 		$356K Hold
5,495
– – 0.17% 56
2023
Q2 		$386K Sell
5,495
-50
-0.9% -$3.59K 0.18% 53
2023
Q1 		$386K Sell
5,545
-100
-2% -$6.73K 0.2% 53
2022
Q4 		$403K Buy
5,645
+195
+4% +$13K 0.2% 55
2022
Q3 		$371K Buy
5,450
+1,850
+51% +$140K 0.21% 54
2022
Q2 		$257K Buy
3,600
+700
+24% +$51.4K 0.14% 71
2022
Q1 		$210K Buy
+2,900
New +$196K 0.09% 89

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Daniel L. Goodwin's SO Position: Q3 2023 in Review

Daniel L. Goodwin held its Southern Company (SO) position steady in Q3 2023 at 5,495 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #56.

Daniel L. Goodwin first reported a position in SO in Q1 2022 and has held it in 7 quarters since. The position peaked at $403K in Q4 2022. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • Daniel L. Goodwin held 5,495 shares of Southern Company worth $356K as of Q3 2023.
  • Daniel L. Goodwin left its Southern Company share count unchanged in Q3 2023.
  • Southern Company made up 0.17% of Daniel L. Goodwin's portfolio in Q3 2023, its #56 holding.
  • Daniel L. Goodwin first reported a position in Southern Company in Q1 2022 and has held it in 7 quarters since.
  • Daniel L. Goodwin's Southern Company position peaked at $403K in Q4 2022.
  • 1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.