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Family Asset Management’s Southern Company SO Stock Holding History

Family 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
2024
Q3 		$307K Hold
3,402
– – 0.18% 87
2024
Q2 		$264K Hold
3,402
– – 0.17% 90
2024
Q1 		$244K Hold
3,402
– – 0.15% 96
2023
Q4 		$239K Sell
3,402
-250
-7% -$17.2K 0.16% 96
2023
Q3 		$236K Hold
3,652
– – 0.17% 88
2023
Q2 		$257K Hold
3,652
– – 0.17% 89
2023
Q1 		$254K Hold
3,652
– – 0.19% 88
2022
Q4 		$261K Buy
+3,652
New +$244K 0.22% 78

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Family Asset Management's SO Position: Q3 2024 in Review

Family Asset Management held its Southern Company (SO) position steady in Q3 2024 at 3,402 shares worth $307K. The position accounts for 0.18% of the portfolio, ranked #87.

Family Asset Management first reported a position in SO in Q4 2022 and has held it in 8 quarters since. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Family Asset Management held 3,402 shares of Southern Company worth $307K as of Q3 2024.
  • Family Asset Management left its Southern Company share count unchanged in Q3 2024.
  • Southern Company made up 0.18% of Family Asset Management's portfolio in Q3 2024, its #87 holding.
  • Family Asset Management first reported a position in Southern Company in Q4 2022 and has held it in 8 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.