DCM
SO icon

Dynamic Capital Management’s Southern Company SO Stock Holding History

Dynamic Capital Management’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
2018
Q4 		– Sell
-12,294
Closed -$536K – 106
2018
Q3 		$536K Buy
+12,294
New +$567K 0.72% 33
2018
Q1 		– Sell
-51,136
Closed -$2.46M – 227
2017
Q4 		$2.46M Buy
51,136
+37,724
+281% +$1.92M 0.85% 29
2017
Q3 		$659K Buy
13,412
+5,769
+75% +$280K 0.19% 147
2017
Q2 		$366K Buy
+7,643
New +$383K 0.08% 196
2015
Q1 		– Sell
-6,700
Closed -$329K – 346
2014
Q4 		$329K Buy
+6,700
New +$316K 0.17% 162
2014
Q1 		– Sell
-19,891
Closed -$818K – 504
2013
Q4 		$818K Sell
19,891
-5,565
-22% -$230K 0.15% 231
2013
Q3 		$1.05M Buy
+25,456
New +$1.1M 0.23% 142

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return