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Krane Funds Advisors’s Southern Company SO Stock Holding History

Krane Funds Advisors’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
2023
Q3 		– Sell
-7,531
Closed -$529K – 119
2023
Q2 		$529K Buy
7,531
+3,203
+74% +$230K 0.03% 53
2023
Q1 		$311K Sell
4,328
-3,769
-47% -$254K 0.01% 83
2022
Q4 		$578K Sell
8,097
-355
-4% -$23.7K 0.02% 50
2022
Q3 		$575K Sell
8,452
-1,669
-16% -$126K 0.03% 62
2022
Q2 		$722K Buy
10,121
+2,645
+35% +$194K 0.03% 67
2022
Q1 		$542K Sell
7,476
-53
-0.7% -$3.59K 0.02% 139
2021
Q4 		$516K Sell
7,529
-1,498
-17% -$95.5K 0.01% 145
2021
Q3 		$559K Sell
9,027
-8,244
-48% -$531K 0.01% 140
2021
Q2 		$1.04M Buy
17,271
+6,888
+66% +$441K 0.03% 76
2021
Q1 		$645K Buy
10,383
+9,533
+1,122% +$571K 0.02% 140
2020
Q4 		$52K Buy
+850
New +$51.1K ﹤0.01% 279
2020
Q3 		– Sell
-6,625
Closed -$344K – 269
2020
Q2 		$344K Sell
6,625
-697
-10% -$38.7K 0.02% 224
2020
Q1 		$396K Sell
7,322
-1,251
-15% -$79.3K 0.02% 165
2019
Q4 		$546K Sell
8,573
-299
-3% -$18.5K 0.04% 123
2019
Q3 		$548K Buy
8,872
+8,417
+1,850% +$488K 0.04% 102
2019
Q2 		$25K Buy
+455
New +$24.4K ﹤0.01% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Krane Funds Advisors's SO Position: Q3 2023 in Review

Krane Funds Advisors sold out of Southern Company (SO) in Q3 2023, closing a stake of 7,531 shares — an estimated $529K sold.

Krane Funds Advisors first reported a position in SO in Q2 2019 and held it in 16 quarters. The position peaked at $1.04M in Q2 2021. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • Krane Funds Advisors reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
  • Krane Funds Advisors sold 7,531 Southern Company shares in Q3 2023, an estimated $529K.
  • Krane Funds Advisors first reported a position in Southern Company in Q2 2019 and held it in 16 quarters.
  • Krane Funds Advisors's Southern Company position peaked at $1.04M in Q2 2021.
  • 1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Krane Funds Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.