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MacNealy Hoover Investment Management’s Southern Company SO Stock Holding History

MacNealy Hoover 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
2019
Q3 		$325K Sell
5,250
-400
-7% -$23.2K 0.26% 57
2019
Q2 		$312K Sell
5,650
-500
-8% -$26.8K 0.24% 60
2019
Q1 		$318K Hold
6,150
– – 0.24% 64
2018
Q4 		$270K Hold
6,150
– – 0.23% 63
2018
Q3 		$268K Hold
6,150
– – 0.2% 64
2018
Q2 		$285K Sell
6,150
-100
-2% -$4.48K 0.22% 64
2018
Q1 		$279K Hold
6,250
– – 0.22% 63
2017
Q4 		$301K Sell
6,250
-200
-3% -$10.2K 0.22% 66
2017
Q3 		$317K Hold
6,450
– – 0.23% 66
2017
Q2 		$309K Sell
6,450
-80
-1% -$4.01K 0.23% 69
2017
Q1 		$325K Sell
6,530
-200
-3% -$9.88K 0.25% 64
2016
Q4 		$331K Sell
6,730
-970
-13% -$47.7K 0.25% 64
2016
Q3 		$395K Hold
7,700
– – 0.32% 65
2016
Q2 		$413K Sell
7,700
-125
-2% -$6.29K 0.33% 67
2016
Q1 		$405K Hold
7,825
– – 0.33% 67
2015
Q4 		$366K Hold
7,825
– – 0.31% 70
2015
Q3 		$350K Buy
7,825
+120
+2% +$5.26K 0.31% 71
2015
Q2 		$323K Hold
7,705
– – 0.26% 75
2015
Q1 		$342K Sell
7,705
-275
-3% -$13.1K 0.3% 74
2014
Q4 		$391K Sell
7,980
-450
-5% -$21.3K 0.33% 71
2014
Q3 		$368K Sell
8,430
-300
-3% -$13.2K 0.32% 70
2014
Q2 		$396K Sell
8,730
-250
-3% -$11.1K 0.35% 67
2014
Q1 		$394K Buy
8,980
+100
+1% +$4.19K 0.35% 69
2013
Q4 		$365K Buy
+8,880
New +$366K 0.34% 69

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

MacNealy Hoover Investment Management's SO Position: Q3 2019 in Review

MacNealy Hoover Investment Management reduced its Southern Company (SO) stake by 7.1% in Q3 2019, selling an estimated $23.2K and leaving 5,250 shares worth $325K. The position accounts for 0.26% of the portfolio, ranked #57.

MacNealy Hoover Investment Management first reported a position in SO in Q4 2013 and has held it in 24 quarters since. The position peaked at $413K in Q2 2016. 1,319 funds tracked by Wall St. Rank hold SO as of Q3 2019.

  • MacNealy Hoover Investment Management held 5,250 shares of Southern Company worth $325K as of Q3 2019.
  • MacNealy Hoover Investment Management sold 400 Southern Company shares in Q3 2019, an estimated $23.2K.
  • Southern Company made up 0.26% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #57 holding.
  • MacNealy Hoover Investment Management first reported a position in Southern Company in Q4 2013 and has held it in 24 quarters since.
  • MacNealy Hoover Investment Management's Southern Company position peaked at $413K in Q2 2016.
  • 1,319 funds tracked by Wall St. Rank held Southern Company as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.