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Diversified’s Southern Company SO Stock Holding History

Diversified’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
Q3 		$2.61M Buy
28,986
+66
+0.2% +$5.64K 0.29% 31
2024
Q2 		$2.24M Buy
28,920
+539
+2% +$40.8K 0.26% 37
2024
Q1 		$2.04M Buy
28,381
+14
+0% +$966 0.28% 26
2023
Q4 		$1.99M Buy
28,367
+550
+2% +$37.8K 0.43% 23
2023
Q3 		$1.8M Buy
27,817
+200
+0.7% +$13.9K 0.47% 23
2023
Q2 		$1.94M Buy
27,617
+1,600
+6% +$115K 0.49% 22
2023
Q1 		$1.81M Buy
26,017
+1,265
+5% +$85.2K 0.65% 21
2022
Q4 		$1.77M Buy
+24,752
New +$1.65M 0.69% 21

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Diversified's SO Position: Q3 2024 in Review

Diversified increased its Southern Company (SO) stake by 0.23% in Q3 2024, buying an estimated $5.64K and bringing the position to 28,986 shares worth $2.61M. The position accounts for 0.29% of the portfolio, ranked #31.

Diversified first reported a position in SO in Q4 2022 and has held it in 8 quarters since. 2,004 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Diversified held 28,986 shares of Southern Company worth $2.61M as of Q3 2024.
  • Diversified bought 66 Southern Company shares in Q3 2024, an estimated $5.64K.
  • Southern Company made up 0.29% of Diversified's portfolio in Q3 2024, its #31 holding.
  • Diversified first reported a position in Southern Company in Q4 2022 and has held it in 8 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.