Guardian Investment Management’s Southern Company SO Stock Holding History

Guardian Investment Management’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 Q3	–	Sell	-3,910	Closed	-$303K	–	58
2024 Q2	$303K	Sell	3,910 -10,000	-72%	-$758K	0.22%	56
2024 Q1	$998K	Sell	13,910 -500	-3%	-$34.5K	0.8%	36
2023 Q4	$1.01M	Sell	14,410 -500	-3%	-$34.3K	0.85%	33
2023 Q3	$965K	Hold	14,910	–	–	0.88%	31
2023 Q2	$1.05M	Hold	14,910	–	–	0.89%	33
2023 Q1	$927K	Hold	14,910	–	–	0.69%	43
2022 Q4	$1.06M	Hold	14,910	–	–	1.01%	34
2022 Q3	$1.01M	Hold	14,910	–	–	1.03%	34
2022 Q2	$1.06M	Hold	14,910	–	–	0.93%	38
2022 Q1	$1.08M	Hold	14,910	–	–	0.84%	42
2021 Q4	$1.02M	Hold	14,910	–	–	0.71%	40
2021 Q3	$923K	Hold	14,910	–	–	0.68%	41
2021 Q2	$903K	Hold	14,910	–	–	0.62%	44
2021 Q1	$926K	Buy	14,910 +1,000	+7%	+$59.9K	0.66%	43
2020 Q4	$854K	Hold	13,910	–	–	0.65%	42
2020 Q3	$754K	Sell	13,910 -250	-2%	-$13.4K	0.66%	40
2020 Q2	$734K	Buy	+14,160	New	+$787K	0.67%	42

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Guardian Investment Management's SO Position: Q3 2024 in Review

Guardian Investment Management sold out of Southern Company (SO) in Q3 2024, closing a stake of 3,910 shares — an estimated $303K sold.

Guardian Investment Management first reported a position in SO in Q2 2020 and held it in 17 quarters. The position peaked at $1.08M in Q1 2022. 2,003 funds tracked by Wall St. Rank hold SO as of Q3 2024.

Guardian Investment Management reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
Guardian Investment Management sold 3,910 Southern Company shares in Q3 2024, an estimated $303K.
Guardian Investment Management first reported a position in Southern Company in Q2 2020 and held it in 17 quarters.
Guardian Investment Management's Southern Company position peaked at $1.08M in Q1 2022.
2,003 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Guardian Investment Management's 13F filing for Q3 2024, filed 10 Oct 2024.