Founders Capital Management (Texas)’s Southern Company SO Stock Holding History

Founders Capital Management (Texas)’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 Q1	–	Sell	-700	Closed	-$49.1K	–	381
2023 Q4	$49.1K	Hold	700	–	–	0.04%	141
2023 Q3	$45.3K	Hold	700	–	–	0.03%	144
2023 Q2	$49.2K	Hold	700	–	–	0.04%	143
2023 Q1	$49K	Hold	700	–	–	0.04%	141
2022 Q4	$50K	Hold	700	–	–	0.04%	130
2022 Q3	$48K	Hold	700	–	–	0.04%	128
2022 Q2	$50K	Hold	700	–	–	0.04%	123
2022 Q1	$48K	Hold	700	–	–	0.03%	126
2021 Q4	$48K	Hold	700	–	–	0.03%	126
2021 Q3	$43K	Hold	700	–	–	0.03%	132
2021 Q2	$42K	Hold	700	–	–	0.03%	128
2021 Q1	$44K	Hold	700	–	–	0.03%	118
2020 Q4	$43K	Buy	+700	New	+$42.1K	0.03%	116
2020 Q1	$38K	Hold	700	–	–	0.04%	111
2019 Q4	$45K	Hold	700	–	–	0.03%	113
2019 Q3	$43K	Hold	700	–	–	0.03%	116
2019 Q2	$39K	Hold	700	–	–	0.03%	133
2019 Q1	$36K	Hold	700	–	–	0.03%	137
2018 Q4	$31K	Hold	700	–	–	0.03%	138
2018 Q3	$31K	Hold	700	–	–	0.03%	146
2018 Q2	$32K	Sell	700 -956	-58%	-$42.8K	0.03%	148
2018 Q1	$74K	Sell	1,656 -1,150	-41%	-$51.1K	0.06%	118
2017 Q4	$135K	Hold	2,806	–	–	0.11%	94
2017 Q3	$138K	Sell	2,806 -80	-3%	-$3.88K	0.11%	94
2017 Q2	$138K	Hold	2,886	–	–	0.12%	90
2017 Q1	$144K	Buy	+2,886	New	+$143K	0.13%	88

Other funds holding SO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Founders Capital Management (Texas)'s SO Position: Q1 2024 in Review

Founders Capital Management (Texas) sold out of Southern Company (SO) in Q1 2024, closing a stake of 700 shares — an estimated $49.1K sold.

Founders Capital Management (Texas) first reported a position in SO in Q1 2017 and held it in 26 quarters. The position peaked at $144K in Q1 2017. 1,827 funds tracked by Wall St. Rank hold SO as of Q1 2024.

Founders Capital Management (Texas) reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
Founders Capital Management (Texas) sold 700 Southern Company shares in Q1 2024, an estimated $49.1K.
Founders Capital Management (Texas) first reported a position in Southern Company in Q1 2017 and held it in 26 quarters.
Founders Capital Management (Texas)'s Southern Company position peaked at $144K in Q1 2017.
1,827 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2024, filed 10 Apr 2024.