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New Potomac Partners’s Southern Company SO Stock Holding History

New Potomac Partners’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 		$122K Buy
+1,356
New +$116K 0.06% 97

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

New Potomac Partners's SO Position: Q3 2024 in Review

New Potomac Partners opened a new position in Southern Company (SO) in Q3 2024: 1,356 shares worth $122K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings.

2,008 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • New Potomac Partners held 1,356 shares of Southern Company worth $122K as of Q3 2024.
  • Southern Company was a new New Potomac Partners position in Q3 2024.
  • Southern Company made up 0.06% of New Potomac Partners's portfolio in Q3 2024, its #97 holding.
  • 2,008 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.