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GS Investments’s Southern Company SO Stock Holding History

GS Investments’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
2023
Q4 		– Sell
-51
Closed -$3.3K – 138
2023
Q3 		$3.3K Hold
51
– – ﹤0.01% 122
2023
Q2 		$3.58K Hold
51
– – ﹤0.01% 121
2023
Q1 		$3.55K Hold
51
– – ﹤0.01% 132
2022
Q4 		$3.64K Hold
51
– – ﹤0.01% 131
2022
Q3 		$3K Hold
51
– – ﹤0.01% 135
2022
Q2 		$4K Hold
51
– – ﹤0.01% 136
2022
Q1 		$4K Buy
+51
New +$3.45K ﹤0.01% 138
2018
Q1 		– Sell
-1,615
Closed -$77.7K – 119
2017
Q4 		$77.7K Sell
1,615
-50
-3% -$2.55K 0.06% 82
2017
Q3 		$81.8K Hold
1,665
– – 0.07% 84
2017
Q2 		$79.7K Buy
+1,665
New +$83.5K 0.06% 82

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GS Investments's SO Position: Q4 2023 in Review

GS Investments sold out of Southern Company (SO) in Q4 2023, closing a stake of 51 shares — an estimated $3.3K sold.

GS Investments first reported a position in SO in Q2 2017 and held it in 10 quarters. The position peaked at $81.8K in Q3 2017. 1,838 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • GS Investments reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
  • GS Investments sold 51 Southern Company shares in Q4 2023, an estimated $3.3K.
  • GS Investments first reported a position in Southern Company in Q2 2017 and held it in 10 quarters.
  • GS Investments's Southern Company position peaked at $81.8K in Q3 2017.
  • 1,838 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on GS Investments's 13F filing for Q4 2023, filed 8 Feb 2024.