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Industrial Alliance Investment Management’s Southern Company SO Stock Holding History

Industrial Alliance 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
2023
Q1 		– Sell
-7,409
Closed -$529K – 574
2022
Q4 		$529K Hold
7,409
– – 0.01% 289
2022
Q3 		$504K Hold
7,409
– – 0.01% 287
2022
Q2 		$528K Sell
7,409
-517
-7% -$38K 0.02% 290
2022
Q1 		$575K Hold
7,926
– – 0.01% 305
2021
Q4 		$544K Buy
+7,926
New +$505K 0.01% 296

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 $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
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

Industrial Alliance Investment Management's SO Position: Q1 2023 in Review

Industrial Alliance Investment Management sold out of Southern Company (SO) in Q1 2023, closing a stake of 7,409 shares — an estimated $529K sold.

Industrial Alliance Investment Management first reported a position in SO in Q4 2021 and held it in 5 quarters. The position peaked at $575K in Q1 2022. 1,702 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • Industrial Alliance Investment Management reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 7,409 Southern Company shares in Q1 2023, an estimated $529K.
  • Industrial Alliance Investment Management first reported a position in Southern Company in Q4 2021 and held it in 5 quarters.
  • Industrial Alliance Investment Management's Southern Company position peaked at $575K in Q1 2022.
  • 1,702 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q1 2023, filed 11 May 2023.