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Frontier Investment Management’s Southern Company SO Stock Holding History

Frontier Investment Management’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
Q2 		$943K Buy
18,193
+230
+1% +$12.8K 0.06% 106
2020
Q1 		$973K Sell
17,963
-538
-3% -$34.1K 0.07% 91
2019
Q4 		$1.18M Buy
18,501
+3,991
+28% +$247K 0.07% 103
2019
Q3 		$896K Sell
14,510
-1,662
-10% -$96.3K 0.06% 117
2019
Q2 		$894K Buy
16,172
+5,700
+54% +$305K 0.06% 111
2019
Q1 		$541K Sell
10,472
-1,087
-9% -$53.3K 0.03% 160
2018
Q4 		$508K Sell
11,559
-400
-3% -$18.2K 0.04% 162
2018
Q3 		$521K Sell
11,959
-832
-7% -$38.3K 0.04% 170
2018
Q2 		$592K Sell
12,791
-1,200
-9% -$53.7K 0.05% 155
2018
Q1 		$625K Hold
13,991
– – 0.05% 134
2017
Q4 		$673K Buy
13,991
+500
+4% +$25.5K 0.06% 138
2017
Q3 		$663K Hold
13,491
– – 0.05% 137
2017
Q2 		$646K Buy
13,491
+974
+8% +$48.8K 0.06% 139
2017
Q1 		$618K Buy
12,517
+5,619
+81% +$278K 0.06% 120
2016
Q4 		$318K Buy
6,898
+5
+0.1% +$246 0.03% 155
2016
Q3 		$3.54M Sell
6,893
-942
-12% -$49.6K 0.03% 148
2016
Q2 		$420K Sell
7,835
-2,012
-20% -$101K 0.05% 140
2016
Q1 		$473K Buy
9,847
+1,359
+16% +$66.2K 0.06% 120
2015
Q4 		$397K Buy
8,488
+1,716
+25% +$77.8K 0.06% 117
2015
Q3 		$267K Buy
6,772
+800
+13% +$35.1K 0.04% 140
2015
Q2 		$250K Sell
5,972
-118
-2% -$5.14K 0.03% 157
2015
Q1 		$270K Buy
6,090
+500
+9% +$23.8K 0.04% 154
2014
Q4 		$216K Buy
+5,590
New +$264K 0.04% 157

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Frontier Investment Management's SO Position: Q2 2020 in Review

Frontier Investment Management increased its Southern Company (SO) stake by 1.3% in Q2 2020, buying an estimated $12.8K and bringing the position to 18,193 shares worth $943K. The position accounts for 0.06% of the portfolio, ranked #106.

Frontier Investment Management first reported a position in SO in Q4 2014 and has held it in 23 quarters since. The position peaked at $3.54M in Q3 2016. 1,367 funds tracked by Wall St. Rank hold SO as of Q2 2020.

  • Frontier Investment Management held 18,193 shares of Southern Company worth $943K as of Q2 2020.
  • Frontier Investment Management bought 230 Southern Company shares in Q2 2020, an estimated $12.8K.
  • Southern Company made up 0.06% of Frontier Investment Management's portfolio in Q2 2020, its #106 holding.
  • Frontier Investment Management first reported a position in Southern Company in Q4 2014 and has held it in 23 quarters since.
  • Frontier Investment Management's Southern Company position peaked at $3.54M in Q3 2016.
  • 1,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.