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Insight Folios’s Southern Company SO Stock Holding History

Insight Folios’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 		$8.72M Buy
96,698
+2,802
+3% +$239K 3.11% 4
2024
Q2 		$7.28M Sell
93,896
-245
-0.3% -$18.6K 2.99% 7
2024
Q1 		$6.75M Buy
94,141
+1,886
+2% +$130K 2.73% 12
2023
Q4 		$6.47M Buy
92,255
+3,919
+4% +$269K 2.8% 14
2023
Q3 		$5.72M Sell
88,336
-10,166
-10% -$706K 2.79% 14
2023
Q2 		$6.92M Buy
98,502
+3,453
+4% +$248K 2.9% 11
2023
Q1 		$6.61M Buy
95,049
+3,510
+4% +$236K 2.93% 14
2022
Q4 		$6.54M Buy
91,539
+1,272
+1% +$85K 2.95% 12
2022
Q3 		$6.14M Buy
90,267
+1,709
+2% +$129K 3.12% 10
2022
Q2 		$6.32M Buy
88,558
+4,776
+6% +$351K 3% 8
2022
Q1 		$6.08M Buy
83,782
+4,985
+6% +$338K 2.71% 11
2021
Q4 		$5.4M Buy
78,797
+2,184
+3% +$139K 2.53% 14
2021
Q3 		$4.75M Buy
76,613
+11,507
+18% +$741K 2.61% 19
2021
Q2 		$3.94M Buy
65,106
+3,456
+6% +$221K 2.32% 28
2021
Q1 		$3.83M Buy
61,650
+1,027
+2% +$61.5K 2.62% 26
2020
Q4 		$3.72M Buy
60,623
+3,342
+6% +$201K 2.77% 17
2020
Q3 		$3.11M Buy
57,281
+584
+1% +$31.2K 2.88% 22
2020
Q2 		$2.94M Sell
56,697
-8,926
-14% -$496K 2.82% 25
2020
Q1 		$3.55M Buy
65,623
+2,801
+4% +$177K 4.06% 7
2019
Q4 		$4M Buy
+62,822
New +$3.89M 3.55% 6

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 $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
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

Insight Folios's SO Position: Q3 2024 in Review

Insight Folios increased its Southern Company (SO) stake by 3% in Q3 2024, buying an estimated $239K and bringing the position to 96,698 shares worth $8.72M. The position accounts for 3.11% of the portfolio, ranked #4.

Insight Folios first reported a position in SO in Q4 2019 and has held it in 20 quarters since. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Insight Folios held 96,698 shares of Southern Company worth $8.72M as of Q3 2024.
  • Insight Folios bought 2,802 Southern Company shares in Q3 2024, an estimated $239K.
  • Southern Company made up 3.11% of Insight Folios's portfolio in Q3 2024, its #4 holding.
  • Insight Folios first reported a position in Southern Company in Q4 2019 and has held it in 20 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.