Fortis Group Advisors’s Southern Company SO Stock Holding History

Fortis Group Advisors’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
2020 Q3	$868K	Buy	+16,014	New	+$856K	0.17%	71

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Fortis Group Advisors's SO Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in Southern Company (SO) in Q3 2020: 16,014 shares worth $868K. The stake represents 0.17% of the portfolio and ranks #71 among its holdings.

1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

Fortis Group Advisors held 16,014 shares of Southern Company worth $868K as of Q3 2020.
Southern Company was a new Fortis Group Advisors position in Q3 2020.
Southern Company made up 0.17% of Fortis Group Advisors's portfolio in Q3 2020, its #71 holding.
1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.