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General Electric’s Southern Company SO Stock Holding History

General Electric’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
2013
Q4 		– Sell
-226,226
Closed -$9.32M – 220
2013
Q3 		$9.32M Sell
226,226
-6,877
-3% -$296K 0.05% 139
2013
Q2 		$10.3M Buy
+233,103
New +$10.7M 0.05% 131

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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

General Electric's SO Position: Q4 2013 in Review

General Electric sold out of Southern Company (SO) in Q4 2013, closing a stake of 226,226 shares — an estimated $9.32M sold.

General Electric first reported a position in SO in Q2 2013 and held it in 2 quarters. The position peaked at $10.3M in Q2 2013. 888 funds tracked by Wall St. Rank hold SO as of Q4 2013.

  • General Electric reported no remaining Southern Company position as of Q4 2013 after selling out during the quarter.
  • General Electric sold 226,226 Southern Company shares in Q4 2013, an estimated $9.32M.
  • General Electric first reported a position in Southern Company in Q2 2013 and held it in 2 quarters.
  • General Electric's Southern Company position peaked at $10.3M in Q2 2013.
  • 888 funds tracked by Wall St. Rank held Southern Company as of Q4 2013.

Based on General Electric's 13F filing for Q4 2013, filed 14 Feb 2014.