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Nelson Capital Management’s Southern Company SO Stock Holding History

Nelson 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
2019
Q4 		– Sell
-592
Closed -$37K – 257
2019
Q3 		$37K Buy
+592
New +$34.3K 0.01% 174
2018
Q2 		– Sell
-400
Closed -$18K – 272
2018
Q1 		$18K Hold
400
– – ﹤0.01% 184
2017
Q4 		$19K Hold
400
– – 0.01% 205
2017
Q3 		$20K Hold
400
– – 0.01% 187
2017
Q2 		$19K Hold
400
– – 0.01% 191
2017
Q1 		$20K Hold
400
– – 0.01% 192
2016
Q4 		$20K Buy
+400
New +$19.7K 0.01% 181

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nelson Capital Management's SO Position: Q4 2019 in Review

Nelson Capital Management sold out of Southern Company (SO) in Q4 2019, closing a stake of 592 shares — an estimated $37K sold.

Nelson Capital Management first reported a position in SO in Q4 2016 and held it in 7 quarters. The position peaked at $37K in Q3 2019. 1,445 funds tracked by Wall St. Rank hold SO as of Q4 2019.

  • Nelson Capital Management reported no remaining Southern Company position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 592 Southern Company shares in Q4 2019, an estimated $37K.
  • Nelson Capital Management first reported a position in Southern Company in Q4 2016 and held it in 7 quarters.
  • Nelson Capital Management's Southern Company position peaked at $37K in Q3 2019.
  • 1,445 funds tracked by Wall St. Rank held Southern Company as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.