FCAG
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First Capital Advisors Group’s Southern Company SO Stock Holding History

First Capital Advisors Group’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
Q2 		$15.6K Buy
+222
New +$15.9K 0.01% 464
2018
Q4 		– Sell
-5,143
Closed -$224K – 177
2018
Q3 		$224K Sell
5,143
-77
-1% -$3.55K 0.14% 152
2018
Q2 		$242K Buy
5,220
+27
+0.5% +$1.21K 0.16% 137
2018
Q1 		$232K Sell
5,193
-1,145
-18% -$50.8K 0.13% 152
2017
Q4 		$305K Sell
6,338
-290
-4% -$14.8K 0.19% 130
2017
Q3 		$326K Sell
6,628
-3,427
-34% -$166K 0.22% 115
2017
Q2 		$481K Sell
10,055
-995
-9% -$49.9K 0.33% 99
2017
Q1 		$550K Buy
11,050
+1,320
+14% +$65.2K 0.41% 86
2016
Q4 		$479K Buy
+9,730
New +$478K 0.44% 75

Other funds holding SO

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BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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