KF
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Kopp Funds’s Southern Company SO Stock Holding History

Kopp Funds’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
2013
Q4 		$832K Buy
+20,242
New +$835K 0.38% 51

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kopp Funds's SO Position: Q4 2013 in Review

Kopp Funds opened a new position in Southern Company (SO) in Q4 2013: 20,242 shares worth $832K. The stake represents 0.38% of the portfolio and ranks #51 among its holdings.

887 funds tracked by Wall St. Rank hold SO as of Q4 2013.

  • Kopp Funds held 20,242 shares of Southern Company worth $832K as of Q4 2013.
  • Southern Company was a new Kopp Funds position in Q4 2013.
  • Southern Company made up 0.38% of Kopp Funds's portfolio in Q4 2013, its #51 holding.
  • 887 funds tracked by Wall St. Rank held Southern Company as of Q4 2013.

Based on Kopp Funds's 13F filing for Q4 2013, filed 21 Jan 2014.