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DCM Advisors’s Southern Company SO Stock Holding History

DCM 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
Q1 		– Sell
-10,000
Closed -$701K – 110
2023
Q4 		$701K Buy
+10,000
New +$687K 0.25% 57
2021
Q1 		– Sell
-17,779
Closed -$1.09M – 278
2020
Q4 		$1.09M Buy
+17,779
New +$1.07M 0.64% 51

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

DCM Advisors's SO Position: Q1 2024 in Review

DCM Advisors sold out of Southern Company (SO) in Q1 2024, closing a stake of 10,000 shares — an estimated $701K sold.

DCM Advisors first reported a position in SO in Q4 2020 and held it in 2 quarters. The position peaked at $1.09M in Q4 2020. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • DCM Advisors reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
  • DCM Advisors sold 10,000 Southern Company shares in Q1 2024, an estimated $701K.
  • DCM Advisors first reported a position in Southern Company in Q4 2020 and held it in 2 quarters.
  • DCM Advisors's Southern Company position peaked at $1.09M in Q4 2020.
  • 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.