MAA
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Managed Account Advisors’s Southern Company SO Stock Holding History

Managed Account 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
2015
Q2 		$46.4M Buy
1,106,481
+57,042
+5% +$2.49M 0.04% 429
2015
Q1 		$46.5M Buy
1,049,439
+46,962
+5% +$2.23M 0.04% 428
2014
Q4 		$49.2M Buy
1,002,477
+101,331
+11% +$4.79M 0.05% 397
2014
Q3 		$39.3M Buy
901,146
+58,340
+7% +$2.56M 0.04% 445
2014
Q2 		$38.2M Sell
842,806
-389,719
-32% -$17.2M 0.05% 427
2014
Q1 		$54.2M Buy
1,232,525
+452,860
+58% +$19M 0.07% 326
2013
Q4 		$32.1M Sell
779,665
-823,242
-51% -$34M 0.04% 457
2013
Q3 		$66M Sell
1,602,907
-148,855
-8% -$6.41M 0.1% 245
2013
Q2 		$77.3M Buy
+1,751,762
New +$80.6M 0.12% 202

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return