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Leo Brokerage’s Southern Company SO Stock Holding History

Leo Brokerage’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
Q2 		$445K Sell
6,329
-15,876
-71% -$1.14M 0.05% 197
2023
Q1 		$1.54M Buy
+22,205
New +$1.5M 0.23% 86
2022
Q2 		$399K Sell
5,600
-1,594
-22% -$117K 0.11% 122
2022
Q1 		$522K Buy
+7,194
New +$487K 0.08% 142

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Brokerage's SO Position: Q2 2023 in Review

Leo Brokerage reduced its Southern Company (SO) stake by 71% in Q2 2023, selling an estimated $1.14M and leaving 6,329 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #197.

Leo Brokerage first reported a position in SO in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.54M in Q1 2023. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

  • Leo Brokerage held 6,329 shares of Southern Company worth $445K as of Q2 2023.
  • Leo Brokerage sold 15,876 Southern Company shares in Q2 2023, an estimated $1.14M.
  • Southern Company made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #197 holding.
  • Leo Brokerage first reported a position in Southern Company in Q1 2022 and has held it in 4 quarters since.
  • Leo Brokerage's Southern Company position peaked at $1.54M in Q1 2023.
  • 1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.