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First Trust Investment Solutions’s Southern Company SO Stock Holding History

First Trust Investment Solutions’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 		$1.2M Buy
13,309
+10,466
+368% +$894K 0.14% 125
2024
Q2 		$221K Sell
2,843
-72
-2% -$5.46K 0.03% 238
2024
Q1 		$209K Buy
+2,915
New +$201K 0.04% 237

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

First Trust Investment Solutions's SO Position: Q3 2024 in Review

First Trust Investment Solutions increased its Southern Company (SO) stake by 368% in Q3 2024, buying an estimated $894K and bringing the position to 13,309 shares worth $1.2M. The position accounts for 0.14% of the portfolio, ranked #125.

First Trust Investment Solutions first reported a position in SO in Q1 2024 and has held it in 3 quarters since. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • First Trust Investment Solutions held 13,309 shares of Southern Company worth $1.2M as of Q3 2024.
  • First Trust Investment Solutions bought 10,466 Southern Company shares in Q3 2024, an estimated $894K.
  • Southern Company made up 0.14% of First Trust Investment Solutions's portfolio in Q3 2024, its #125 holding.
  • First Trust Investment Solutions first reported a position in Southern Company in Q1 2024 and has held it in 3 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.