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Family Management’s Southern Company SO Stock Holding History

Family 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
2023
Q4 		– Sell
-22,284
Closed -$1.44M – 181
2023
Q3 		$1.44M Sell
22,284
-221
-1% -$15.3K 0.33% 55
2023
Q2 		$1.58M Sell
22,505
-312
-1% -$22.4K 0.35% 54
2023
Q1 		$1.59M Buy
+22,817
New +$1.54M 0.37% 52
2019
Q1 		– Sell
-6,893
Closed -$303K – 145
2018
Q4 		$303K Buy
+6,893
New +$313K 0.13% 95

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Family Management's SO Position: Q4 2023 in Review

Family Management sold out of Southern Company (SO) in Q4 2023, closing a stake of 22,284 shares — an estimated $1.44M sold.

Family Management first reported a position in SO in Q4 2018 and held it in 4 quarters. The position peaked at $1.59M in Q1 2023. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • Family Management reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
  • Family Management sold 22,284 Southern Company shares in Q4 2023, an estimated $1.44M.
  • Family Management first reported a position in Southern Company in Q4 2018 and held it in 4 quarters.
  • Family Management's Southern Company position peaked at $1.59M in Q1 2023.
  • 1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Family Management's 13F filing for Q4 2023, filed 14 Feb 2024.