Eudaimonia Advisors’s Southern Company SO Stock Holding History

Eudaimonia Advisors’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 Q1	$2.54M	Sell	35,364 -2,285	-6%	-$158K	1.35%	16
2023 Q4	$2.64M	Sell	37,649 -3	-0%	-$206	1.71%	11
2023 Q3	$2.44M	Sell	37,652 -1,080	-3%	-$75K	1.71%	11
2023 Q2	$2.72M	Sell	38,732 -278	-0.7%	-$19.9K	1.83%	9
2023 Q1	$2.71M	Sell	39,010 -202	-0.5%	-$13.6K	1.83%	10
2022 Q4	$2.8M	Buy	39,212 +3,733	+11%	+$250K	1.89%	11
2022 Q3	$2.41M	Buy	35,479 +98	+0.3%	+$7.42K	1.66%	13
2022 Q2	$2.52M	Sell	35,381 -365	-1%	-$26.8K	1.73%	14
2022 Q1	$2.59M	Sell	35,746 -610	-2%	-$41.3K	1.49%	13
2021 Q4	$2.49M	Buy	+36,356	New	+$2.32M	1.47%	15

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Eudaimonia Advisors's SO Position: Q1 2024 in Review

Eudaimonia Advisors reduced its Southern Company (SO) stake by 6.1% in Q1 2024, selling an estimated $158K and leaving 35,364 shares worth $2.54M. The position accounts for 1.35% of the portfolio, ranked #16.

Eudaimonia Advisors first reported a position in SO in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.8M in Q4 2022. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

Eudaimonia Advisors held 35,364 shares of Southern Company worth $2.54M as of Q1 2024.
Eudaimonia Advisors sold 2,285 Southern Company shares in Q1 2024, an estimated $158K.
Southern Company made up 1.35% of Eudaimonia Advisors's portfolio in Q1 2024, its #16 holding.
Eudaimonia Advisors first reported a position in Southern Company in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's Southern Company position peaked at $2.8M in Q4 2022.
1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.