Gideon Capital Advisors’s Southern Company SO Stock Holding History

Gideon Capital 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
2019 Q2	–	Sell	-32,445	Closed	-$1.68M	–	416
2019 Q1	$1.68M	Sell	32,445 -48,780	-60%	-$2.39M	0.6%	35
2018 Q4	$3.57M	Buy	+81,225	New	+$3.69M	1.45%	3
2018 Q3	–	Sell	-32,975	Closed	-$1.53M	–	484
2018 Q2	$1.53M	Buy	32,975 +25,325	+331%	+$1.13M	0.76%	18
2018 Q1	$342K	Buy	+7,650	New	+$340K	0.21%	196
2017 Q3	–	Sell	-18,065	Closed	-$865K	–	370
2017 Q2	$865K	Buy	+18,065	New	+$906K	0.95%	11
2017 Q1	–	Sell	-5,582	Closed	-$275K	–	504
2016 Q4	$275K	Sell	5,582 -36,084	-87%	-$1.77M	0.18%	294
2016 Q3	$2.14M	Buy	+41,666	New	+$2.19M	1.29%	21
2015 Q2	–	Sell	-54,493	Closed	-$2.41M	–	314
2015 Q1	$2.41M	Buy	54,493 +13,245	+32%	+$629K	0.97%	21
2014 Q4	$2.03M	Buy	+41,248	New	+$1.95M	0.95%	26
2014 Q3	–	Sell	-19,597	Closed	-$889K	–	357
2014 Q2	$889K	Buy	+19,597	New	+$866K	0.32%	99

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gideon Capital Advisors's SO Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Southern Company (SO) in Q2 2019, closing a stake of 32,445 shares — an estimated $1.68M sold.

Gideon Capital Advisors first reported a position in SO in Q2 2014 and held it in 10 quarters. The position peaked at $3.57M in Q4 2018. 1,273 funds tracked by Wall St. Rank hold SO as of Q2 2019.

Gideon Capital Advisors reported no remaining Southern Company position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 32,445 Southern Company shares in Q2 2019, an estimated $1.68M.
Gideon Capital Advisors first reported a position in Southern Company in Q2 2014 and held it in 10 quarters.
Gideon Capital Advisors's Southern Company position peaked at $3.57M in Q4 2018.
1,273 funds tracked by Wall St. Rank held Southern Company as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.