E. Ohman J:or Asset Management’s Southern Company SO Stock Holding History

E. Ohman J:or Asset 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 Q2	–	Sell	-23,200	Closed	-$1.04M	–	507
2018 Q1	$1.04M	Sell	23,200 -2,000	-8%	-$88.8K	0.08%	151
2017 Q4	$1.21M	Sell	25,200 -1,600	-6%	-$81.5K	0.1%	133
2017 Q3	$1.32M	Buy	26,800 +400	+2%	+$19.4K	0.12%	120
2017 Q2	$1.26M	Hold	26,400	–	–	0.13%	117
2017 Q1	$1.31M	Buy	26,400 +3,000	+13%	+$148K	0.16%	118
2016 Q4	$1.15M	Buy	23,400 +3,800	+19%	+$187K	0.16%	117
2016 Q3	$1.01M	Buy	19,600 +2,000	+11%	+$105K	0.15%	113
2016 Q2	$944K	Buy	17,600 +1,700	+11%	+$85.5K	0.16%	113
2016 Q1	$823K	Sell	15,900 -2,400	-13%	-$117K	0.15%	117
2015 Q4	$856K	Hold	18,300	–	–	0.15%	118
2015 Q3	$818K	Hold	18,300	–	–	0.22%	95
2015 Q2	$767K	Hold	18,300	–	–	0.18%	122
2015 Q1	$810K	Hold	18,300	–	–	0.19%	110
2014 Q4	$911K	Sell	18,300 -1,900	-9%	-$89.7K	0.22%	100
2014 Q3	$882K	Hold	20,200	–	–	0.22%	97
2014 Q2	$917K	Hold	20,200	–	–	0.23%	99
2014 Q1	$888K	Sell	20,200 -2,000	-9%	-$83.8K	0.22%	99
2013 Q4	$910K	Hold	22,200	–	–	0.21%	105
2013 Q3	$914K	Buy	22,200 +2,200	+11%	+$94.8K	0.23%	98
2013 Q2	$883K	Buy	+20,000	New	+$920K	0.24%	89

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

E. Ohman J:or Asset Management's SO Position: Q2 2018 in Review

E. Ohman J:or Asset Management sold out of Southern Company (SO) in Q2 2018, closing a stake of 23,200 shares — an estimated $1.04M sold.

E. Ohman J:or Asset Management first reported a position in SO in Q2 2013 and held it in 20 quarters. The position peaked at $1.32M in Q3 2017. 1,180 funds tracked by Wall St. Rank hold SO as of Q2 2018.

E. Ohman J:or Asset Management reported no remaining Southern Company position as of Q2 2018 after selling out during the quarter.
E. Ohman J:or Asset Management sold 23,200 Southern Company shares in Q2 2018, an estimated $1.04M.
E. Ohman J:or Asset Management first reported a position in Southern Company in Q2 2013 and held it in 20 quarters.
E. Ohman J:or Asset Management's Southern Company position peaked at $1.32M in Q3 2017.
1,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2018, filed 5 Apr 2024.