H6H
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Hightower 6M Holding’s Southern Company SO Stock Holding History

Hightower 6M Holding’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
2022
Q3 		– Sell
-3,068
Closed -$219K – 344
2022
Q2 		$219K Sell
3,068
-5
-0.2% -$367 0.02% 251
2022
Q1 		$223K Buy
+3,073
New +$208K 0.02% 274

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hightower 6M Holding's SO Position: Q3 2022 in Review

Hightower 6M Holding sold out of Southern Company (SO) in Q3 2022, closing a stake of 3,068 shares — an estimated $219K sold.

Hightower 6M Holding first reported a position in SO in Q1 2022 and held it in 2 quarters. The position peaked at $223K in Q1 2022. 1,659 funds tracked by Wall St. Rank hold SO as of Q3 2022.

  • Hightower 6M Holding reported no remaining Southern Company position as of Q3 2022 after selling out during the quarter.
  • Hightower 6M Holding sold 3,068 Southern Company shares in Q3 2022, an estimated $219K.
  • Hightower 6M Holding first reported a position in Southern Company in Q1 2022 and held it in 2 quarters.
  • Hightower 6M Holding's Southern Company position peaked at $223K in Q1 2022.
  • 1,659 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.