Israel Englander’s The Southern Company SOLN Stock Holding History

Israel Englander’s Portfolio SOLN Stock Details SOLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,713	Closed	-$683K	–	8001
2021 Q4	$683K	Sell	12,713 -56,469	-82%	-$2.92M	﹤0.01%	4766
2021 Q3	$3.53M	Buy	69,182 +48,445	+234%	+$2.54M	﹤0.01%	3283
2021 Q2	$1.05M	Buy	20,737 +14,482	+232%	+$754K	﹤0.01%	4615
2021 Q1	$319K	Buy	+6,255	New	+$314K	﹤0.01%	5169
2020 Q3	–	Sell	-6,741	Closed	-$297K	–	4968
2020 Q2	$297K	Buy	6,741 +1,492	+28%	+$70K	﹤0.01%	3666
2020 Q1	$233K	Sell	5,249 -9,295	-64%	-$487K	﹤0.01%	3306
2019 Q4	$784K	Buy	+14,544	New	+$770K	﹤0.01%	3117

Other funds holding SOLN

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Israel Englander's SOLN Position: Q1 2022 in Review

Israel Englander sold out of The Southern Company (SOLN) in Q1 2022, closing a stake of 12,713 shares — an estimated $683K sold.

Israel Englander first reported a position in SOLN in Q4 2019 and held it in 7 quarters. The position peaked at $3.53M in Q3 2021. 63 funds tracked by Wall St. Rank hold SOLN as of Q1 2022.

Israel Englander reported no remaining The Southern Company position as of Q1 2022 after selling out during the quarter.
Israel Englander sold 12,713 The Southern Company shares in Q1 2022, an estimated $683K.
Israel Englander first reported a position in The Southern Company in Q4 2019 and held it in 7 quarters.
Israel Englander's The Southern Company position peaked at $3.53M in Q3 2021.
63 funds tracked by Wall St. Rank held The Southern Company as of Q1 2022.

Based on Millennium Management's 13F filing for Q1 2022, filed 16 May 2022.