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Grey Street Capital’s Southern Company SO Stock Holding History

Grey Street Capital’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
Q1 		$469K Buy
+6,542
New +$452K 0.06% 303

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Grey Street Capital's SO Position: Q1 2024 in Review

Grey Street Capital opened a new position in Southern Company (SO) in Q1 2024: 6,542 shares worth $469K. The stake represents 0.06% of the portfolio and ranks #303 among its holdings.

1,825 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Grey Street Capital held 6,542 shares of Southern Company worth $469K as of Q1 2024.
  • Southern Company was a new Grey Street Capital position in Q1 2024.
  • Southern Company made up 0.06% of Grey Street Capital's portfolio in Q1 2024, its #303 holding.
  • 1,825 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.