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Junto Capital Management’s Southern Company SO Stock Holding History

Junto Capital 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
2024
Q3 		– Sell
-611,434
Closed -$47.4M – 103
2024
Q2 		$47.4M Sell
611,434
-600,213
-50% -$45.5M 0.97% 46
2024
Q1 		$86.9M Buy
+1,211,647
New +$83.6M 1.92% 17

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Junto Capital Management's SO Position: Q3 2024 in Review

Junto Capital Management sold out of Southern Company (SO) in Q3 2024, closing a stake of 611,434 shares — an estimated $47.4M sold.

Junto Capital Management first reported a position in SO in Q1 2024 and held it in 2 quarters. The position peaked at $86.9M in Q1 2024. 2,006 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Junto Capital Management reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
  • Junto Capital Management sold 611,434 Southern Company shares in Q3 2024, an estimated $47.4M.
  • Junto Capital Management first reported a position in Southern Company in Q1 2024 and held it in 2 quarters.
  • Junto Capital Management's Southern Company position peaked at $86.9M in Q1 2024.
  • 2,006 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Junto Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.