HITE Hedge Asset Management’s Southern Company SO Stock Holding History

HITE Hedge Asset 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 Q1	–	Sell	-11,504	Closed	-$807K	–	106
2023 Q4	$807K	Sell	11,504 -400,884	-97%	-$27.5M	0.08%	73
2023 Q3	$26.7M	Buy	+412,388	New	+$28.6M	2.87%	10
2021 Q4	–	Sell	-125,000	Closed	-$7.75M	–	172
2021 Q3	$7.75M	Buy	+125,000	New	+$8.05M	0.97%	34
2021 Q2	–	Sell	-199,501	Closed	-$12.4M	–	164
2021 Q1	$12.4M	Buy	199,501 +76,007	+62%	+$4.55M	1.86%	14
2020 Q4	$7.59M	Buy	+123,494	New	+$7.42M	1.77%	21

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

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HITE Hedge Asset Management's SO Position: Q1 2024 in Review

HITE Hedge Asset Management sold out of Southern Company (SO) in Q1 2024, closing a stake of 11,504 shares — an estimated $807K sold.

HITE Hedge Asset Management first reported a position in SO in Q4 2020 and held it in 5 quarters. The position peaked at $26.7M in Q3 2023. 1,824 funds tracked by Wall St. Rank hold SO as of Q1 2024.

HITE Hedge Asset Management reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
HITE Hedge Asset Management sold 11,504 Southern Company shares in Q1 2024, an estimated $807K.
HITE Hedge Asset Management first reported a position in Southern Company in Q4 2020 and held it in 5 quarters.
HITE Hedge Asset Management's Southern Company position peaked at $26.7M in Q3 2023.
1,824 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on HITE Hedge Asset Management's 13F filing for Q1 2024, filed 14 May 2024.