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Peachtree Investment Advisors’s Southern Company SO Stock Holding History

Peachtree Investment 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
Q4 		$246K Hold
5,595
– – 0.19% 65
2018
Q3 		$244K Hold
5,595
– – 0.17% 70
2018
Q2 		$259K Sell
5,595
-205
-4% -$9.18K 0.19% 69
2018
Q1 		$259K Sell
5,800
-318
-5% -$14.1K 0.19% 70
2017
Q4 		$294K Hold
6,118
– – 0.22% 70
2017
Q3 		$301K Sell
6,118
-1,130
-16% -$54.8K 0.26% 69
2017
Q2 		$347K Buy
7,248
+880
+14% +$44.1K 0.3% 67
2017
Q1 		$317K Sell
6,368
-200
-3% -$9.88K 0.29% 71
2016
Q4 		$323K Sell
6,568
-8,507
-56% -$418K 0.32% 73
2016
Q3 		$773K Sell
15,075
-100
-0.7% -$5.27K 0.76% 40
2016
Q2 		$814K Hold
15,175
– – 0.83% 39
2016
Q1 		$785K Hold
15,175
– – 0.79% 42
2015
Q4 		$710K Sell
15,175
-3,224
-18% -$146K 0.74% 43
2015
Q3 		$822K Sell
18,399
-200
-1% -$8.77K 0.85% 38
2015
Q2 		$779K Sell
18,599
-242
-1% -$10.5K 0.58% 54
2015
Q1 		$834K Buy
18,841
+2,942
+19% +$140K 0.6% 45
2014
Q4 		$764K Sell
15,899
-686
-4% -$32.4K 0.51% 54
2014
Q3 		$724K Buy
16,585
+109
+0.7% +$4.79K 0.48% 60
2014
Q2 		$748K Buy
16,476
+203
+1% +$8.98K 0.5% 58
2014
Q1 		$715K Sell
16,273
-6,183
-28% -$259K 0.49% 60
2013
Q4 		$923K Buy
+22,456
New +$927K 0.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peachtree Investment Advisors's SO Position: Q4 2018 in Review

Peachtree Investment Advisors held its Southern Company (SO) position steady in Q4 2018 at 5,595 shares worth $246K. The position accounts for 0.19% of the portfolio, ranked #65.

Peachtree Investment Advisors first reported a position in SO in Q4 2013 and has held it in 21 quarters since. The position peaked at $923K in Q4 2013. 1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

  • Peachtree Investment Advisors held 5,595 shares of Southern Company worth $246K as of Q4 2018.
  • Peachtree Investment Advisors left its Southern Company share count unchanged in Q4 2018.
  • Southern Company made up 0.19% of Peachtree Investment Advisors's portfolio in Q4 2018, its #65 holding.
  • Peachtree Investment Advisors first reported a position in Southern Company in Q4 2013 and has held it in 21 quarters since.
  • Peachtree Investment Advisors's Southern Company position peaked at $923K in Q4 2013.
  • 1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.