JIR
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James Investment Research’s Southern Company SO Stock Holding History

James Investment Research’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
2020
Q3 		– Sell
-2,321
Closed -$120K – 512
2020
Q2 		$120K Sell
2,321
-779
-25% -$43.3K 0.01% 274
2020
Q1 		$168K Hold
3,100
– – 0.02% 240
2019
Q4 		$197K Hold
3,100
– – 0.01% 287
2019
Q3 		$191K Hold
3,100
– – 0.01% 317
2019
Q2 		$171K Buy
+3,100
New +$166K 0.01% 392
2019
Q1 		– Sell
-23,400
Closed -$1.03M – 899
2018
Q4 		$1.03M Sell
23,400
-24,560
-51% -$1.12M 0.06% 347
2018
Q3 		$2.09M Buy
+47,960
New +$2.21M 0.09% 355
2017
Q1 		– Sell
-96
Closed -$5K – 699
2016
Q4 		$5K Sell
96
-6,550
-99% -$322K ﹤0.01% 510
2016
Q3 		$341K Buy
6,646
+6,550
+6,823% +$345K 0.01% 305
2016
Q2 		$5K Buy
+96
New +$4.83K ﹤0.01% 462
2014
Q1 		– Sell
-199
Closed -$8K – 553
2013
Q4 		$8K Buy
+199
New +$8.21K ﹤0.01% 497

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return