NEXT Financial Holdings’s Southern Company SO Stock Holding History

NEXT Financial Holdings’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 Q1	$603K	Buy	+11,661	New	+$572K	0.15%	91

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NEXT Financial Holdings's SO Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Southern Company (SO) in Q1 2019: 11,661 shares worth $603K. The stake represents 0.15% of the portfolio and ranks #91 among its holdings.

1,268 funds tracked by Wall St. Rank hold SO as of Q1 2019.

NEXT Financial Holdings held 11,661 shares of Southern Company worth $603K as of Q1 2019.
Southern Company was a new NEXT Financial Holdings position in Q1 2019.
Southern Company made up 0.15% of NEXT Financial Holdings's portfolio in Q1 2019, its #91 holding.
1,268 funds tracked by Wall St. Rank held Southern Company as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.