Jupiter Investment Management’s Southern Company SO Stock Holding History

Jupiter Investment 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
2020 Q2	$2.03M	Buy	+39,123	New	+$2.17M	0.03%	250
2017 Q1	–	Sell	-5,497	Closed	-$270K	–	466
2016 Q4	$270K	Buy	+5,497	New	+$270K	﹤0.01%	304
2015 Q2	–	Sell	-28,100	Closed	-$1.24M	–	364
2015 Q1	$1.24M	Buy	+28,100	New	+$1.33M	0.04%	213
2013 Q4	–	Sell	-39,549	Closed	-$1.63M	–	401
2013 Q3	$1.63M	Sell	39,549 -25,653	-39%	-$1.11M	0.15%	179
2013 Q2	$2.88M	Buy	+65,202	New	+$3M	0.35%	119

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Jupiter Investment Management's SO Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in Southern Company (SO) in Q2 2020: 39,123 shares worth $2.03M. The stake represents 0.03% of the portfolio and ranks #250 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in SO as recently as Q4 2016.

Jupiter Investment Management first reported a position in SO in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.88M in Q2 2013. 1,368 funds tracked by Wall St. Rank hold SO as of Q2 2020.

Jupiter Investment Management held 39,123 shares of Southern Company worth $2.03M as of Q2 2020.
Southern Company was a new Jupiter Investment Management position in Q2 2020.
Southern Company made up 0.03% of Jupiter Investment Management's portfolio in Q2 2020, its #250 holding.
Jupiter Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 5 quarters since.
Jupiter Investment Management's Southern Company position peaked at $2.88M in Q2 2013.
1,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.