Eagle Asset Management’s Southern Company SO Stock Holding History

Eagle 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
2020 Q2	–	Sell	-52,108	Closed	-$2.82M	–	617
2020 Q1	$2.82M	Sell	52,108 -13,175	-20%	-$835K	0.02%	429
2019 Q4	$4.16M	Sell	65,283 -3,300	-5%	-$204K	0.02%	435
2019 Q3	$4.24M	Sell	68,583 -15,054	-18%	-$873K	0.02%	425
2019 Q2	$4.62M	Buy	83,637 +100	+0.1%	+$5.35K	0.02%	412
2019 Q1	$4.32M	Hold	83,537	–	–	0.02%	429
2018 Q4	$3.67M	Hold	83,537	–	–	0.02%	428
2018 Q3	$3.64M	Hold	83,537	–	–	0.02%	462
2018 Q2	$3.87M	Hold	83,537	–	–	0.02%	453
2018 Q1	$3.73M	Buy	83,537 +13,000	+18%	+$577K	0.02%	454
2017 Q4	$3.39M	Hold	70,537	–	–	0.02%	481
2017 Q3	$3.47M	Hold	70,537	–	–	0.02%	472
2017 Q2	$3.38M	Hold	70,537	–	–	0.02%	479
2017 Q1	$3.51M	Hold	70,537	–	–	0.02%	477
2016 Q4	$3.47M	Hold	70,537	–	–	0.02%	466
2016 Q3	$3.62M	Hold	70,537	–	–	0.02%	462
2016 Q2	$3.78M	Hold	70,537	–	–	0.03%	450
2016 Q1	$3.65M	Hold	70,537	–	–	0.03%	460
2015 Q4	$3.3M	Hold	70,537	–	–	0.02%	477
2015 Q3	$3.15M	Buy	70,537 +27,241	+63%	+$1.2M	0.02%	488
2015 Q2	$1.81M	Buy	+43,296	New	+$1.89M	0.01%	571

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Eagle Asset Management's SO Position: Q2 2020 in Review

Eagle Asset Management sold out of Southern Company (SO) in Q2 2020, closing a stake of 52,108 shares — an estimated $2.82M sold.

Eagle Asset Management first reported a position in SO in Q2 2015 and held it in 20 quarters. The position peaked at $4.62M in Q2 2019. 1,368 funds tracked by Wall St. Rank hold SO as of Q2 2020.

Eagle Asset Management reported no remaining Southern Company position as of Q2 2020 after selling out during the quarter.
Eagle Asset Management sold 52,108 Southern Company shares in Q2 2020, an estimated $2.82M.
Eagle Asset Management first reported a position in Southern Company in Q2 2015 and held it in 20 quarters.
Eagle Asset Management's Southern Company position peaked at $4.62M in Q2 2019.
1,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2020.

Based on Eagle Asset Management's 13F filing for Q2 2020, filed 12 Aug 2020.