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Paloma Partners’s Southern Company SO Stock Holding History

Paloma 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 		– Sell
-36,800
Closed -$2.85M – 1641
2024
Q2 		$2.85M Buy
+36,800
New +$2.79M 0.08% 267
2023
Q1 		– Sell
-7,800
Closed -$557K – 960
2022
Q4 		$557K Buy
+7,800
New +$522K 0.03% 491
2019
Q2 		– Sell
-26,400
Closed -$1.36M – 2126
2019
Q1 		$1.36M Buy
+26,400
New +$1.29M 0.03% 593

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

Paloma Partners's SO Position: Q3 2024 in Review

Paloma Partners sold out of Southern Company (SO) in Q3 2024, closing a stake of 5,800 shares — an estimated $450K sold.

Paloma Partners first reported a position in SO in Q4 2013 and held it in 26 quarters. The position peaked at $9.33M in Q2 2017. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • Paloma Partners reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 5,800 Southern Company shares in Q3 2024, an estimated $450K.
  • Paloma Partners first reported a position in Southern Company in Q4 2013 and held it in 26 quarters.
  • Paloma Partners's Southern Company position peaked at $9.33M in Q2 2017.
  • 2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.