EI
SO icon

Elkhorn Investments’s Southern Company SO Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.85M Buy
39,214
+10,830
+38% +$552K 0.97% 67
2017
Q3 		$1.4M Buy
28,384
+3,046
+12% +$148K 1.04% 38
2017
Q2 		$1.24M Sell
25,338
-151
-0.6% -$7.57K 0.96% 50
2017
Q1 		$1.27M Buy
+25,489
New +$1.26M 1.05% 27

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elkhorn Investments's SO Position: Q4 2017 in Review

Elkhorn Investments increased its Southern Company (SO) stake by 38% in Q4 2017, buying an estimated $552K and bringing the position to 39,214 shares worth $1.85M. The position accounts for 0.97% of the portfolio, ranked #67.

Elkhorn Investments first reported a position in SO in Q1 2017 and has held it in 4 quarters since. 1,233 funds tracked by Wall St. Rank hold SO as of Q4 2017.

  • Elkhorn Investments held 39,214 shares of Southern Company worth $1.85M as of Q4 2017.
  • Elkhorn Investments bought 10,830 Southern Company shares in Q4 2017, an estimated $552K.
  • Southern Company made up 0.97% of Elkhorn Investments's portfolio in Q4 2017, its #67 holding.
  • Elkhorn Investments first reported a position in Southern Company in Q1 2017 and has held it in 4 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Southern Company as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.