MFG
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Magnus Financial Group’s Southern Company SO Stock Holding History

Magnus Financial 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
2021
Q1 		– Sell
-3,555
Closed -$218K – 342
2020
Q4 		$218K Sell
3,555
-762
-18% -$45.8K 0.02% 285
2020
Q3 		$234K Sell
4,317
-490
-10% -$26.2K 0.03% 235
2020
Q2 		$249K Buy
4,807
+504
+12% +$28K 0.03% 457
2020
Q1 		$233K Buy
4,303
+35
+0.8% +$2.22K 0.03% 390
2019
Q4 		$272K Buy
4,268
+73
+2% +$4.52K 0.04% 343
2019
Q3 		$259K Buy
4,195
+27
+0.6% +$1.56K 0.05% 328
2019
Q2 		$230K Buy
4,168
+29
+0.7% +$1.55K 0.04% 382
2019
Q1 		$214K Buy
+4,139
New +$203K 0.04% 405

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Magnus Financial Group's SO Position: Q1 2021 in Review

Magnus Financial Group sold out of Southern Company (SO) in Q1 2021, closing a stake of 3,555 shares — an estimated $218K sold.

Magnus Financial Group first reported a position in SO in Q1 2019 and held it in 8 quarters. The position peaked at $272K in Q4 2019. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

  • Magnus Financial Group reported no remaining Southern Company position as of Q1 2021 after selling out during the quarter.
  • Magnus Financial Group sold 3,555 Southern Company shares in Q1 2021, an estimated $218K.
  • Magnus Financial Group first reported a position in Southern Company in Q1 2019 and held it in 8 quarters.
  • Magnus Financial Group's Southern Company position peaked at $272K in Q4 2019.
  • 1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.