Peterson Financial Group’s Southern Company SO Stock Holding History

Peterson Financial Group’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	$8.57K	Buy	+95	New	+$8.12K	0.03%	228

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Peterson Financial Group's SO Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Southern Company (SO) in Q3 2024: 95 shares worth $8.57K. The stake represents 0.03% of the portfolio and ranks #228 among its holdings.

2,003 funds tracked by Wall St. Rank hold SO as of Q3 2024.

Peterson Financial Group held 95 shares of Southern Company worth $8.57K as of Q3 2024.
Southern Company was a new Peterson Financial Group position in Q3 2024.
Southern Company made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #228 holding.
2,003 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.