Mairs & Power Inc’s Southern Company SO Stock Holding History

Mairs & Power Inc’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	-2,960	Closed	-$208K	–	229
2023 Q2	$208K	Sell	2,960 -2,100	-42%	-$151K	﹤0.01%	216
2023 Q1	$352K	Buy	5,060 +1,560	+45%	+$105K	﹤0.01%	190
2022 Q4	$250K	Hold	3,500	–	–	﹤0.01%	198
2022 Q3	$238K	Hold	3,500	–	–	﹤0.01%	198
2022 Q2	$250K	Hold	3,500	–	–	﹤0.01%	176
2022 Q1	$254K	Hold	3,500	–	–	﹤0.01%	195
2021 Q4	$240K	Sell	3,500 -658	-16%	-$41.9K	﹤0.01%	200
2021 Q3	$258K	Hold	4,158	–	–	﹤0.01%	185
2021 Q2	$252K	Hold	4,158	–	–	﹤0.01%	192
2021 Q1	$258K	Sell	4,158 -102	-2%	-$6.11K	﹤0.01%	196
2020 Q4	$262K	Sell	4,260 -113	-3%	-$6.79K	﹤0.01%	195
2020 Q3	$237K	Sell	4,373 -259	-6%	-$13.8K	﹤0.01%	190
2020 Q2	$240K	Hold	4,632	–	–	﹤0.01%	193
2020 Q1	$251K	Buy	4,632 +215	+5%	+$13.6K	﹤0.01%	182
2019 Q4	$281K	Hold	4,417	–	–	﹤0.01%	189
2019 Q3	$273K	Hold	4,417	–	–	﹤0.01%	181
2019 Q2	$244K	Hold	4,417	–	–	﹤0.01%	191
2019 Q1	$228K	Buy	+4,417	New	+$216K	﹤0.01%	197
2018 Q3	–	Sell	-5,217	Closed	-$242K	–	223
2018 Q2	$242K	Sell	5,217 -150	-3%	-$6.71K	﹤0.01%	193
2018 Q1	$240K	Buy	+5,367	New	+$238K	﹤0.01%	191
2016 Q3	–	Sell	-3,770	Closed	-$202K	–	201
2016 Q2	$202K	Buy	+3,770	New	+$190K	﹤0.01%	184

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mairs & Power Inc's SO Position: Q3 2023 in Review

Mairs & Power Inc sold out of Southern Company (SO) in Q3 2023, closing a stake of 2,960 shares — an estimated $208K sold.

Mairs & Power Inc first reported a position in SO in Q2 2016 and held it in 21 quarters. The position peaked at $352K in Q1 2023. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

Mairs & Power Inc reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
Mairs & Power Inc sold 2,960 Southern Company shares in Q3 2023, an estimated $208K.
Mairs & Power Inc first reported a position in Southern Company in Q2 2016 and held it in 21 quarters.
Mairs & Power Inc's Southern Company position peaked at $352K in Q1 2023.
1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Mairs & Power Inc's 13F filing for Q3 2023, filed 14 Nov 2023.