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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 		$433K Buy
+4,800
New +$410K ﹤0.01% 2401
2024
Q2 		– Sell
-2,300
Closed -$165K – 4293
2024
Q1 		$165K Sell
2,300
-11,000
-83% -$759K ﹤0.01% 3162
2023
Q4 		$933K Buy
13,300
+5,600
+73% +$385K ﹤0.01% 2145
2023
Q3 		$498K Sell
7,700
-3,900
-34% -$271K ﹤0.01% 2391
2023
Q2 		$815K Sell
11,600
-3,700
-24% -$265K ﹤0.01% 1850
2023
Q1 		$1.06M Sell
15,300
-1,600
-9% -$108K 0.01% 1787
2022
Q4 		$1.21M Sell
16,900
-10,600
-39% -$709K 0.01% 1767
2022
Q3 		$1.87M Sell
27,500
-25,400
-48% -$1.92M 0.01% 1618
2022
Q2 		$3.76M Sell
52,900
-2,400
-4% -$176K 0.01% 1654
2022
Q1 		$4.01M Buy
55,300
+42,400
+329% +$2.87M 0.01% 1260
2021
Q4 		$885K Buy
12,900
+3,700
+40% +$236K ﹤0.01% 2664
2021
Q3 		$570K Buy
9,200
+8,400
+1,050% +$541K ﹤0.01% 3134
2021
Q2 		$48K Sell
800
-23,300
-97% -$1.49M ﹤0.01% 4604
2021
Q1 		$1.5M Sell
24,100
-8,000
-25% -$479K ﹤0.01% 2160
2020
Q4 		$1.97M Sell
32,100
-16,500
-34% -$992K ﹤0.01% 1862
2020
Q3 		$2.63M Sell
48,600
-3,600
-7% -$192K 0.01% 1421
2020
Q2 		$2.71M Buy
52,200
+16,300
+45% +$906K 0.01% 1240
2020
Q1 		$1.94M Buy
35,900
+15,400
+75% +$976K 0.01% 1049
2019
Q4 		$1.31M Buy
20,500
+4,300
+27% +$266K 0.01% 1374
2019
Q3 		$1M Buy
+16,200
New +$939K 0.01% 1765
2019
Q2 		– Sell
-1,100
Closed -$57K – 4257
2019
Q1 		$57K Buy
1,100
+1,000
+1,000% +$49K ﹤0.01% 3382
2018
Q4 		$4K Sell
100
-8,800
-99% -$400K ﹤0.01% 3866
2018
Q3 		$388K Buy
+8,900
New +$410K ﹤0.01% 2772

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.