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EMFO LLC’s Southern Company SO Stock Holding History

EMFO LLC’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
Q2 		$15.5K Hold
200
– – 0.01% 207
2024
Q1 		$14.3K Hold
200
– – 0.01% 213
2023
Q4 		$14K Hold
200
– – 0.01% 211
2023
Q3 		$12.9K Hold
200
– – 0.01% 226
2023
Q2 		$14.1K Hold
200
– – 0.01% 231
2023
Q1 		$13.9K Hold
200
– – 0.01% 232
2022
Q4 		$14.3K Hold
200
– – 0.01% 217
2022
Q3 		$14K Hold
200
– – 0.01% 240
2022
Q2 		$14K Hold
200
– – 0.01% 254
2022
Q1 		$15K Hold
200
– – 0.01% 266
2021
Q4 		$14K Hold
200
– – 0.01% 273
2021
Q3 		$12K Buy
+200
New +$12.9K 0.01% 299

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
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 $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
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

EMFO LLC's SO Position: Q2 2024 in Review

EMFO LLC held its Southern Company (SO) position steady in Q2 2024 at 200 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #207.

EMFO LLC first reported a position in SO in Q3 2021 and has held it in 12 quarters since. 1,880 funds tracked by Wall St. Rank hold SO as of Q2 2024.

  • EMFO LLC held 200 shares of Southern Company worth $15.5K as of Q2 2024.
  • EMFO LLC left its Southern Company share count unchanged in Q2 2024.
  • Southern Company made up 0.01% of EMFO LLC's portfolio in Q2 2024, its #207 holding.
  • EMFO LLC first reported a position in Southern Company in Q3 2021 and has held it in 12 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Southern Company as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.