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Gunn & Company Investment Management’s Southern Company SO Stock Holding History

Gunn & Company 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
-28,236
Closed -$2.19M – 125
2024
Q2 		$2.19M Buy
+28,236
New +$2.14M 0.13% 54
2024
Q1 		– Sell
-20,985
Closed -$1.47M – 116
2023
Q4 		$1.47M Buy
+20,985
New +$1.44M 0.1% 50

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 $315B AUM 27.84% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Gunn & Company Investment Management's SO Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Southern Company (SO) in Q3 2024, closing a stake of 28,236 shares — an estimated $2.19M sold.

Gunn & Company Investment Management first reported a position in SO in Q4 2023 and held it in 2 quarters. The position peaked at $2.19M in Q2 2024. 2,003 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 28,236 Southern Company shares in Q3 2024, an estimated $2.19M.
  • Gunn & Company Investment Management first reported a position in Southern Company in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Southern Company position peaked at $2.19M in Q2 2024.
  • 2,003 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.