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PEAK6 Investments’s Southern Company SO Stock Holding History

PEAK6 Investments’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 		$2.56M Buy
28,400
+9,300
+49% +$794K 0.01% 1355
2024
Q2 		$1.48M Sell
19,100
-112,600
-85% -$8.53M ﹤0.01% 1544
2024
Q1 		$9.45M Buy
131,700
+109,900
+504% +$7.59M 0.02% 548
2023
Q4 		$1.53M Buy
21,800
+16,900
+345% +$1.16M 0.01% 1744
2023
Q3 		$317K Sell
4,900
-9,500
-66% -$659K ﹤0.01% 2742
2023
Q2 		$1.01M Sell
14,400
-1,000
-6% -$71.7K ﹤0.01% 1708
2023
Q1 		$1.07M Sell
15,400
-15,000
-49% -$1.01M 0.01% 1781
2022
Q4 		$2.17M Sell
30,400
-53,800
-64% -$3.6M 0.01% 1269
2022
Q3 		$5.73M Sell
84,200
-36,700
-30% -$2.78M 0.02% 752
2022
Q2 		$8.61M Sell
120,900
-115,200
-49% -$8.46M 0.02% 951
2022
Q1 		$17.1M Buy
236,100
+137,200
+139% +$9.29M 0.04% 460
2021
Q4 		$6.78M Buy
98,900
+78,200
+378% +$4.99M 0.01% 943
2021
Q3 		$1.28M Sell
20,700
-257,000
-93% -$16.5M ﹤0.01% 2389
2021
Q2 		$16.8M Sell
277,700
-11,800
-4% -$755K 0.04% 441
2021
Q1 		$18M Buy
289,500
+282,300
+3,921% +$16.9M 0.04% 388
2020
Q4 		$442K Sell
7,200
-8,600
-54% -$517K ﹤0.01% 3177
2020
Q3 		$857K Sell
15,800
-4,800
-23% -$257K ﹤0.01% 2419
2020
Q2 		$1.07M Sell
20,600
-35,800
-63% -$1.99M ﹤0.01% 2031
2020
Q1 		$3.05M Buy
56,400
+37,400
+197% +$2.37M 0.02% 777
2019
Q4 		$1.21M Sell
19,000
-2,900
-13% -$180K 0.01% 1416
2019
Q3 		$1.35M Sell
21,900
-61,100
-74% -$3.54M 0.01% 1544
2019
Q2 		$4.59M Sell
83,000
-17,700
-18% -$948K 0.03% 756
2019
Q1 		$5.2M Buy
100,700
+2,400
+2% +$118K 0.03% 683
2018
Q4 		$4.32M Sell
98,300
-164,100
-63% -$7.46M 0.03% 730
2018
Q3 		$11.4M Buy
+262,400
New +$12.1M 0.05% 403

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

PEAK6 Investments's SO Position: Q4 2023 in Review

PEAK6 Investments sold out of Southern Company (SO) in Q4 2023, closing a stake of 2,503 shares — an estimated $172K sold.

PEAK6 Investments first reported a position in SO in Q4 2019 and held it in 3 quarters. The position peaked at $657K in Q4 2020. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • PEAK6 Investments reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
  • PEAK6 Investments sold 2,503 Southern Company shares in Q4 2023, an estimated $172K.
  • PEAK6 Investments first reported a position in Southern Company in Q4 2019 and held it in 3 quarters.
  • PEAK6 Investments's Southern Company position peaked at $657K in Q4 2020.
  • 1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.