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NSI Retail Advisors’s Southern Company SO Stock Holding History

NSI Retail Advisors’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 		– Sell
-4,526
Closed -$351K – 37
2024
Q2 		$351K Sell
4,526
-100
-2% -$7.58K 0.06% 32
2024
Q1 		$332K Sell
4,626
-1,100
-19% -$75.9K 0.05% 38
2023
Q4 		$402K Sell
5,726
-500
-8% -$34.3K 0.06% 36
2023
Q3 		$403K Sell
6,226
-1,100
-15% -$76.3K 0.09% 30
2023
Q2 		$515K Sell
7,326
-1,200
-14% -$86.1K 0.09% 39
2023
Q1 		$593K Hold
8,526
– – 0.13% 30
2022
Q4 		$609K Hold
8,526
– – 0.14% 27
2022
Q3 		$580K Hold
8,526
– – 0.17% 22
2022
Q2 		$608K Hold
8,526
– – 0.14% 24
2022
Q1 		$618K Hold
8,526
– – 0.09% 31
2021
Q4 		$585K Hold
8,526
– – 0.09% 37
2021
Q3 		$528K Hold
8,526
– – 0.09% 37
2021
Q2 		$516K Buy
+8,526
New +$545K 0.07% 41

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
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 $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
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