MCM
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Maple Capital Management’s Southern Company SO Stock Holding History

Maple Capital 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
2021
Q1 		– Sell
-3,530
Closed -$217K – 101
2020
Q4 		$217K Sell
3,530
-424
-11% -$25.5K 0.03% 94
2020
Q3 		$253K Sell
3,954
-87
-2% -$4.65K 0.04% 91
2020
Q2 		$210K Buy
+4,041
New +$225K 0.04% 94
2020
Q1 		– Sell
-4,015
Closed -$256K – 120
2019
Q4 		$256K Buy
4,015
+169
+4% +$10.5K 0.05% 107
2019
Q3 		$238K Buy
+3,846
New +$223K 0.05% 107
2018
Q4 		– Sell
-4,887
Closed -$213K – 128
2018
Q3 		$213K Sell
4,887
-1,849
-27% -$85.2K 0.05% 127
2018
Q2 		$312K Sell
6,736
-350
-5% -$15.7K 0.08% 103
2018
Q1 		$316K Sell
7,086
-1,108
-14% -$49.2K 0.08% 109
2017
Q4 		$394K Sell
8,194
-100
-1% -$5.09K 0.1% 96
2017
Q3 		$408K Buy
8,294
+775
+10% +$37.6K 0.11% 96
2017
Q2 		$360K Hold
7,519
– – 0.1% 102
2017
Q1 		$374K Buy
7,519
+100
+1% +$4.94K 0.11% 100
2016
Q4 		$365K Buy
7,419
+575
+8% +$28.3K 0.11% 97
2016
Q3 		$351K Buy
6,844
+1,205
+21% +$63.5K 0.11% 99
2016
Q2 		$302K Sell
5,639
-683
-11% -$34.3K 0.11% 97
2016
Q1 		$327K Buy
6,322
+769
+14% +$37.5K 0.12% 95
2015
Q4 		$260K Buy
5,553
+600
+12% +$27.2K 0.09% 111
2015
Q3 		$221K Sell
4,953
-2,990
-38% -$131K 0.08% 116
2015
Q2 		$333K Buy
7,943
+650
+9% +$28.3K 0.11% 99
2015
Q1 		$323K Buy
7,293
+99
+1% +$4.7K 0.11% 101
2014
Q4 		$353K Hold
7,194
– – 0.13% 95
2014
Q3 		$314K Buy
7,194
+250
+4% +$11K 0.12% 96
2014
Q2 		$315K Sell
6,944
-75
-1% -$3.32K 0.11% 102
2014
Q1 		$308K Sell
7,019
-1,341
-16% -$56.2K 0.12% 102
2013
Q4 		$344K Sell
8,360
-2,600
-24% -$107K 0.14% 100
2013
Q3 		$451K Sell
10,960
-2,002
-15% -$86.2K 0.2% 82
2013
Q2 		$572K Buy
+12,962
New +$596K 0.26% 73

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Maple Capital Management's SO Position: Q1 2021 in Review

Maple Capital Management sold out of Southern Company (SO) in Q1 2021, closing a stake of 3,530 shares — an estimated $217K sold.

Maple Capital Management first reported a position in SO in Q2 2013 and held it in 27 quarters. The position peaked at $572K in Q2 2013. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

  • Maple Capital Management reported no remaining Southern Company position as of Q1 2021 after selling out during the quarter.
  • Maple Capital Management sold 3,530 Southern Company shares in Q1 2021, an estimated $217K.
  • Maple Capital Management first reported a position in Southern Company in Q2 2013 and held it in 27 quarters.
  • Maple Capital Management's Southern Company position peaked at $572K in Q2 2013.
  • 1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Maple Capital Management's 13F filing for Q1 2021, filed 14 May 2021.