Nuveen Fund Advisors
SO icon

Nuveen Fund Advisors’s Southern Company SO Stock Holding History

Nuveen Fund 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
2018
Q2 		– Sell
-10,372
Closed -$463K – 225
2018
Q1 		$463K Sell
10,372
-19,341
-65% -$859K 0.21% 146
2017
Q4 		$1.43M Sell
29,713
-21,990
-43% -$1.12M 0.41% 63
2017
Q3 		$2.54M Sell
51,703
-29,845
-37% -$1.45M 0.52% 51
2017
Q2 		$3.9M Sell
81,548
-4,358
-5% -$218K 0.62% 44
2017
Q1 		$4.28M Buy
85,906
+15,503
+22% +$766K 0.56% 42
2016
Q4 		$3.46M Buy
70,403
+25,748
+58% +$1.27M 0.5% 58
2016
Q3 		$2.29M Buy
44,655
+30,379
+213% +$1.6M 0.32% 108
2016
Q2 		$766K Buy
+14,276
New +$718K 0.12% 215

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Fund Advisors's SO Position: Q2 2018 in Review

Nuveen Fund Advisors sold out of Southern Company (SO) in Q2 2018, closing a stake of 10,372 shares — an estimated $463K sold.

Nuveen Fund Advisors first reported a position in SO in Q2 2016 and held it in 8 quarters. The position peaked at $4.28M in Q1 2017. 1,180 funds tracked by Wall St. Rank hold SO as of Q2 2018.

  • Nuveen Fund Advisors reported no remaining Southern Company position as of Q2 2018 after selling out during the quarter.
  • Nuveen Fund Advisors sold 10,372 Southern Company shares in Q2 2018, an estimated $463K.
  • Nuveen Fund Advisors first reported a position in Southern Company in Q2 2016 and held it in 8 quarters.
  • Nuveen Fund Advisors's Southern Company position peaked at $4.28M in Q1 2017.
  • 1,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2018.

Based on Nuveen Fund Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.