JPLA
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Joseph P. Lucia & Associates’s Southern Company SO Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-350
Closed -$19K – 500
2020
Q1 		$19K Buy
+350
New +$22.2K 0.02% 231

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Joseph P. Lucia & Associates's SO Position: Q2 2020 in Review

Joseph P. Lucia & Associates sold out of Southern Company (SO) in Q2 2020, closing a stake of 350 shares — an estimated $19K sold.

Joseph P. Lucia & Associates first reported a position in SO in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 1,367 funds tracked by Wall St. Rank hold SO as of Q2 2020.

  • Joseph P. Lucia & Associates reported no remaining Southern Company position as of Q2 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 350 Southern Company shares in Q2 2020, an estimated $19K.
  • Joseph P. Lucia & Associates first reported a position in Southern Company in Q1 2020 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Southern Company position peaked at $19K in Q1 2020.
  • 1,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2020, filed 10 Jul 2020.