Pictet Asset Management (Switzerland)’s Southern Company SO Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$358M	Buy	5,092,414 +55,733	+1%	+$4M	0.42%	59
2023 Q1	$350M	Buy	5,036,681 +51,790	+1%	+$3.49M	0.44%	57
2022 Q4	$356M	Buy	4,984,891 +243,848	+5%	+$16.3M	0.51%	43
2022 Q3	$322M	Buy	4,741,043 +832,407	+21%	+$63.1M	0.48%	45
2022 Q2	$279M	Buy	3,908,636 +62,983	+2%	+$4.62M	0.39%	61
2022 Q1	$279M	Sell	3,845,653 -79,002	-2%	-$5.35M	0.32%	88
2021 Q4	$269M	Sell	3,924,655 -830,341	-17%	-$52.9M	0.27%	105
2021 Q3	$295M	Buy	+4,754,996	New	+$306M	0.33%	83

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s SO Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Southern Company (SO) stake by 1.1% in Q2 2023, buying an estimated $4M and bringing the position to 5,092,414 shares worth $358M. The position accounts for 0.42% of the portfolio, ranked #59.

Pictet Asset Management (Switzerland) first reported a position in SO in Q3 2021 and has held it in 8 quarters since. 1,723 funds tracked by Wall St. Rank hold SO as of Q2 2023.

Pictet Asset Management (Switzerland) held 5,092,414 shares of Southern Company worth $358M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 55,733 Southern Company shares in Q2 2023, an estimated $4M.
Southern Company made up 0.42% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #59 holding.
Pictet Asset Management (Switzerland) first reported a position in Southern Company in Q3 2021 and has held it in 8 quarters since.
1,723 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.