Kowal Investment Group’s Southern Company SO Stock Holding History

Kowal Investment Group’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	$856K	Buy	9,496 +340	+4%	+$29K	0.16%	86
2024 Q2	$710K	Buy	9,156 +680	+8%	+$51.5K	0.14%	87
2024 Q1	$608K	Buy	8,476 +589	+7%	+$40.7K	0.13%	89
2023 Q4	$553K	Buy	7,887 +490	+7%	+$33.6K	0.13%	86
2023 Q3	$479K	Buy	7,397 +292	+4%	+$20.3K	0.13%	86
2023 Q2	$499K	Buy	7,105 +405	+6%	+$29K	0.13%	83
2023 Q1	$466K	Buy	6,700 +964	+17%	+$64.9K	0.13%	81
2022 Q4	$410K	Buy	5,736 +147	+3%	+$9.83K	0.12%	93
2022 Q3	$380K	Buy	5,589 +620	+12%	+$47K	0.13%	84
2022 Q2	$354K	Buy	+4,969	New	+$365K	0.12%	90
2021 Q4	–	Sell	-1,118	Closed	-$69K	–	809
2021 Q3	$69K	Buy	+1,118	New	+$72K	0.02%	207

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Kowal Investment Group's SO Position: Q3 2024 in Review

Kowal Investment Group increased its Southern Company (SO) stake by 3.7% in Q3 2024, buying an estimated $29K and bringing the position to 9,496 shares worth $856K. The position accounts for 0.16% of the portfolio, ranked #86.

Kowal Investment Group first reported a position in SO in Q3 2021 and has held it in 11 quarters since. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

Kowal Investment Group held 9,496 shares of Southern Company worth $856K as of Q3 2024.
Kowal Investment Group bought 340 Southern Company shares in Q3 2024, an estimated $29K.
Southern Company made up 0.16% of Kowal Investment Group's portfolio in Q3 2024, its #86 holding.
Kowal Investment Group first reported a position in Southern Company in Q3 2021 and has held it in 11 quarters since.
2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.