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Naples Money Management’s Southern Company SO Stock Holding History

Naples Money 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
2024
Q3 		$486K Hold
5,388
– – 0.41% 35
2024
Q2 		$415K Buy
+5,388
New +$408K 0.35% 36

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Naples Money Management's SO Position: Q3 2024 in Review

Naples Money Management held its Southern Company (SO) position steady in Q3 2024 at 5,388 shares worth $486K. The position accounts for 0.41% of the portfolio, ranked #35.

Naples Money Management first reported a position in SO in Q2 2024 and has held it in 2 quarters since. 2,004 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Naples Money Management held 5,388 shares of Southern Company worth $486K as of Q3 2024.
  • Naples Money Management left its Southern Company share count unchanged in Q3 2024.
  • Southern Company made up 0.41% of Naples Money Management's portfolio in Q3 2024, its #35 holding.
  • Naples Money Management first reported a position in Southern Company in Q2 2024 and has held it in 2 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.