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FMA Advisory’s Southern Company SO Stock Holding History

FMA Advisory’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
2015
Q2 		$91K Buy
+2,174
New +$94.7K 0.06% 153

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FMA Advisory's SO Position: Q2 2015 in Review

FMA Advisory opened a new position in Southern Company (SO) in Q2 2015: 2,174 shares worth $91K. The stake represents 0.06% of the portfolio and ranks #153 among its holdings.

986 funds tracked by Wall St. Rank hold SO as of Q2 2015.

  • FMA Advisory held 2,174 shares of Southern Company worth $91K as of Q2 2015.
  • Southern Company was a new FMA Advisory position in Q2 2015.
  • Southern Company made up 0.06% of FMA Advisory's portfolio in Q2 2015, its #153 holding.
  • 986 funds tracked by Wall St. Rank held Southern Company as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.