HIM
SO icon

Hillsdale Investment Management’s Southern Company SO Stock Holding History

Hillsdale 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
2021
Q1 		– Sell
-50
Closed -$3K – 668
2020
Q4 		$3K Hold
50
– – ﹤0.01% 563
2020
Q3 		$3K Buy
50
+20
+67% +$1.07K ﹤0.01% 550
2020
Q2 		$2K Hold
30
– – ﹤0.01% 544
2020
Q1 		$2K Sell
30
-40
-57% -$2.53K ﹤0.01% 574
2019
Q4 		$4K Hold
70
– – ﹤0.01% 547
2019
Q3 		$4K Hold
70
– – ﹤0.01% 571
2019
Q2 		$4K Hold
70
– – ﹤0.01% 554
2019
Q1 		$4K Buy
70
+10
+17% +$490 ﹤0.01% 549
2018
Q4 		$3K Sell
60
-20
-25% -$909 ﹤0.01% 536
2018
Q3 		$3K Sell
80
-15
-16% -$691 ﹤0.01% 440
2018
Q2 		$4K Buy
95
+5
+6% +$224 ﹤0.01% 432
2018
Q1 		$4K Hold
90
– – ﹤0.01% 406
2017
Q4 		$4K Hold
90
– – ﹤0.01% 419
2017
Q3 		$4K Hold
90
– – ﹤0.01% 407
2017
Q2 		$4K Buy
90
+20
+29% +$1K ﹤0.01% 397
2017
Q1 		$3K Sell
70
-10
-13% -$494 ﹤0.01% 424
2016
Q4 		$4K Sell
80
-20
-20% -$983 ﹤0.01% 407
2016
Q3 		$5K Hold
100
– – ﹤0.01% 416
2016
Q2 		$5K Buy
100
+10
+11% +$503 ﹤0.01% 426
2016
Q1 		$5K Buy
90
+20
+29% +$974 ﹤0.01% 401
2015
Q4 		$3K Sell
70
-3,930
-98% -$178K ﹤0.01% 434
2015
Q3 		$179K Sell
4,000
-700
-15% -$30.7K 0.06% 332
2015
Q2 		$197K Buy
4,700
+1,300
+38% +$56.6K 0.06% 347
2015
Q1 		$151K Sell
3,400
-100
-3% -$4.75K 0.04% 366
2014
Q4 		$172K Sell
3,500
-1,700
-33% -$80.3K 0.04% 342
2014
Q3 		$227K Sell
5,200
-400
-7% -$17.6K 0.07% 285
2014
Q2 		$254K Sell
5,600
-1,100
-16% -$48.6K 0.06% 284
2014
Q1 		$294K Buy
6,700
+700
+12% +$29.3K 0.08% 195
2013
Q4 		$247K Sell
6,000
-400
-6% -$16.5K 0.07% 268
2013
Q3 		$264K Sell
6,400
-100
-2% -$4.31K 0.08% 243
2013
Q2 		$287K Buy
+6,500
New +$299K 0.09% 192

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 $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Hillsdale Investment Management's SO Position: Q1 2021 in Review

Hillsdale Investment Management sold out of Southern Company (SO) in Q1 2021, closing a stake of 50 shares — an estimated $3K sold.

Hillsdale Investment Management first reported a position in SO in Q2 2013 and held it in 31 quarters. The position peaked at $294K in Q1 2014. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

  • Hillsdale Investment Management reported no remaining Southern Company position as of Q1 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 50 Southern Company shares in Q1 2021, an estimated $3K.
  • Hillsdale Investment Management first reported a position in Southern Company in Q2 2013 and held it in 31 quarters.
  • Hillsdale Investment Management's Southern Company position peaked at $294K in Q1 2014.
  • 1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.