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Mountain Capital Investment Advisors’s Southern Company SO Stock Holding History

Mountain Capital Investment 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
2024
Q1 		– Sell
-12,290
Closed -$887K – 71
2023
Q4 		$887K Sell
12,290
-633
-5% -$43.5K 0.3% 25
2023
Q3 		$880K Sell
12,923
-11,153
-46% -$774K 0.33% 25
2023
Q2 		$1.76M Sell
24,076
-7,399
-24% -$531K 0.66% 22
2023
Q1 		$2.28M Sell
31,475
-765
-2% -$51.5K 1% 23
2022
Q4 		$2.29M Buy
32,240
+9,473
+42% +$633K 1.04% 29
2022
Q3 		$1.47M Buy
22,767
+401
+2% +$30.4K 0.77% 44
2022
Q2 		$1.59M Buy
22,366
+657
+3% +$48.2K 0.8% 40
2022
Q1 		$1.62M Sell
21,709
-1,343
-6% -$91K 0.76% 44
2021
Q4 		$1.56M Buy
23,052
+6,233
+37% +$397K 0.71% 49
2021
Q3 		$1.05M Buy
16,819
+518
+3% +$33.4K 0.56% 68
2021
Q2 		$1M Sell
16,301
-2,283
-12% -$146K 0.46% 71
2021
Q1 		$1.18M Buy
18,584
+2,816
+18% +$169K 0.59% 58
2020
Q4 		$965K Sell
15,768
-3,958
-20% -$238K 0.58% 55
2020
Q3 		$1.16M Buy
+19,726
New +$1.05M 0.75% 48
2017
Q4 		– Sell
-166
Closed -$8K – 364
2017
Q3 		$8K Sell
166
-13
-7% -$630 0.01% 301
2017
Q2 		$9K Buy
+179
New +$8.97K 0.01% 314

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mountain Capital Investment Advisors's SO Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Southern Company (SO) in Q1 2024, closing a stake of 12,290 shares — an estimated $887K sold.

Mountain Capital Investment Advisors first reported a position in SO in Q2 2017 and held it in 16 quarters. The position peaked at $2.29M in Q4 2022. 1,827 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 12,290 Southern Company shares in Q1 2024, an estimated $887K.
  • Mountain Capital Investment Advisors first reported a position in Southern Company in Q2 2017 and held it in 16 quarters.
  • Mountain Capital Investment Advisors's Southern Company position peaked at $2.29M in Q4 2022.
  • 1,827 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.