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Mountain Pacific Investment Advisers’s Southern Company SO Stock Holding History

Mountain Pacific Investment Advisers’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
2022
Q2 		– Sell
-2,776
Closed -$201K – 137
2022
Q1 		$201K Buy
+2,776
New +$188K 0.01% 137
2018
Q4 		– Sell
-3,201
Closed -$140K – 217
2018
Q3 		$140K Buy
+3,201
New +$148K 0.01% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mountain Pacific Investment Advisers's SO Position: Q2 2022 in Review

Mountain Pacific Investment Advisers sold out of Southern Company (SO) in Q2 2022, closing a stake of 2,776 shares — an estimated $201K sold.

Mountain Pacific Investment Advisers first reported a position in SO in Q3 2018 and held it in 2 quarters. The position peaked at $201K in Q1 2022. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • Mountain Pacific Investment Advisers reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
  • Mountain Pacific Investment Advisers sold 2,776 Southern Company shares in Q2 2022, an estimated $201K.
  • Mountain Pacific Investment Advisers first reported a position in Southern Company in Q3 2018 and held it in 2 quarters.
  • Mountain Pacific Investment Advisers's Southern Company position peaked at $201K in Q1 2022.
  • 1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Mountain Pacific Investment Advisers's 13F filing for Q2 2022, filed 21 Jul 2022.