FMAEN1
Fund Management at Engine No 1’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,594
| Closed | -$1.01M | – | 352 |
|
|
2023
Q3 | $1.01M | Buy |
15,594
+1,401
| +10% | +$90.7K | 0.15% | 128 |
|
|
2023
Q2 | $997K | Buy |
14,193
+990
| +7% | +$69.5K | 0.18% | 120 |
|
|
2023
Q1 | $919K | Buy |
13,203
+1,219
| +10% | +$84.8K | 0.18% | 116 |
|
|
2022
Q4 | $856K | Buy |
11,984
+1,762
| +17% | +$126K | 0.21% | 110 |
|
|
2022
Q3 | $695K | Sell |
10,222
-508
| -5% | -$34.5K | 0.2% | 108 |
|
|
2022
Q2 | $765K | Buy |
10,730
+1,758
| +20% | +$125K | 0.2% | 110 |
|
|
2022
Q1 | $651K | Buy |
+8,972
| New | +$651K | 0.16% | 126 |
|