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Denali Advisors’s Southern Company SO Stock Holding History

Denali 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
2022
Q2 		– Sell
-9,900
Closed -$718K – 416
2022
Q1 		$718K Sell
9,900
-700
-7% -$47.4K 0.28% 91
2021
Q4 		$727K Buy
10,600
+400
+4% +$25.5K 0.27% 99
2021
Q3 		$632K Buy
10,200
+4,200
+70% +$270K 0.26% 101
2021
Q2 		$363K Sell
6,000
-19,900
-77% -$1.27M 0.14% 118
2021
Q1 		$1.61M Buy
+25,900
New +$1.55M 0.49% 75

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Denali Advisors's SO Position: Q2 2022 in Review

Denali Advisors sold out of Southern Company (SO) in Q2 2022, closing a stake of 9,900 shares — an estimated $718K sold.

Denali Advisors first reported a position in SO in Q1 2021 and held it in 5 quarters. The position peaked at $1.61M in Q1 2021. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • Denali Advisors reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
  • Denali Advisors sold 9,900 Southern Company shares in Q2 2022, an estimated $718K.
  • Denali Advisors first reported a position in Southern Company in Q1 2021 and held it in 5 quarters.
  • Denali Advisors's Southern Company position peaked at $1.61M in Q1 2021.
  • 1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Denali Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.