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Goodwin Investment Advisory’s Southern Company SO Stock Holding History

Goodwin Investment Advisory’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
Q2 		– Sell
-1,538
Closed -$110K – 47
2024
Q1 		$110K Buy
+1,538
New +$106K 0.05% 43
2023
Q1 		– Sell
-307
Closed -$21.9K – 194
2022
Q4 		$21.9K Hold
307
– – 0.02% 118
2022
Q3 		$21K Buy
+307
New +$23.3K 0.02% 122
2022
Q2 		– Sell
-280
Closed -$20K – 225
2022
Q1 		$20K Buy
+280
New +$19K 0.01% 121
2021
Q1 		– Sell
-1,000
Closed -$61K – 144
2020
Q4 		$61K Buy
+1,000
New +$60.1K 0.07% 43

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Goodwin Investment Advisory's SO Position: Q2 2024 in Review

Goodwin Investment Advisory sold out of Southern Company (SO) in Q2 2024, closing a stake of 1,538 shares — an estimated $110K sold.

Goodwin Investment Advisory first reported a position in SO in Q4 2020 and held it in 5 quarters. The position peaked at $110K in Q1 2024. 1,880 funds tracked by Wall St. Rank hold SO as of Q2 2024.

  • Goodwin Investment Advisory reported no remaining Southern Company position as of Q2 2024 after selling out during the quarter.
  • Goodwin Investment Advisory sold 1,538 Southern Company shares in Q2 2024, an estimated $110K.
  • Goodwin Investment Advisory first reported a position in Southern Company in Q4 2020 and held it in 5 quarters.
  • Goodwin Investment Advisory's Southern Company position peaked at $110K in Q1 2024.
  • 1,880 funds tracked by Wall St. Rank held Southern Company as of Q2 2024.

Based on Goodwin Investment Advisory's 13F filing for Q2 2024, filed 1 Aug 2024.