Peddock Capital Advisors’s Southern Company SO Stock Holding History

Peddock Capital 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
2021 Q1	–	Sell	-850	Closed	-$52K	–	270
2020 Q4	$52K	Buy	+850	New	+$51.1K	0.03%	166
2020 Q1	–	Sell	-850	Closed	-$54K	–	215
2019 Q4	$54K	Buy	+850	New	+$52.7K	0.03%	158
2019 Q2	–	Sell	-850	Closed	-$44K	–	212
2019 Q1	$44K	Hold	850	–	–	0.02%	165
2018 Q4	$37K	Buy	850 +450	+113%	+$20.5K	0.02%	174
2018 Q3	$17K	Hold	400	–	–	0.01%	209
2018 Q2	$19K	Hold	400	–	–	0.01%	207
2018 Q1	$18K	Hold	400	–	–	0.01%	207
2017 Q4	$19K	Hold	400	–	–	0.01%	208
2017 Q3	$20K	Hold	400	–	–	0.01%	203
2017 Q2	$19K	Hold	400	–	–	0.01%	206
2017 Q1	$20K	Hold	400	–	–	0.01%	183
2016 Q4	$20K	Hold	400	–	–	0.01%	174
2016 Q3	$21K	Buy	+400	New	+$21.1K	0.01%	186

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Peddock Capital Advisors's SO Position: Q1 2021 in Review

Peddock Capital Advisors sold out of Southern Company (SO) in Q1 2021, closing a stake of 850 shares — an estimated $52K sold.

Peddock Capital Advisors first reported a position in SO in Q3 2016 and held it in 13 quarters. The position peaked at $54K in Q4 2019. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

Peddock Capital Advisors reported no remaining Southern Company position as of Q1 2021 after selling out during the quarter.
Peddock Capital Advisors sold 850 Southern Company shares in Q1 2021, an estimated $52K.
Peddock Capital Advisors first reported a position in Southern Company in Q3 2016 and held it in 13 quarters.
Peddock Capital Advisors's Southern Company position peaked at $54K in Q4 2019.
1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.