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Piedmont Investment Advisors’s Southern Company SO Stock Holding History

Piedmont Investment 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
2020
Q2 		– Sell
-77,566
Closed -$4.2M – 594
2020
Q1 		$4.2M Buy
77,566
+2,360
+3% +$150K 0.17% 129
2019
Q4 		$4.79M Buy
75,206
+3,528
+5% +$219K 0.17% 139
2019
Q3 		$4.43M Buy
71,678
+56,293
+366% +$3.26M 0.17% 133
2019
Q2 		$850K Sell
15,385
-1,317
-8% -$70.5K 0.03% 370
2019
Q1 		$863K Buy
16,702
+1,404
+9% +$68.8K 0.04% 328
2018
Q4 		$672K Buy
15,298
+4,758
+45% +$216K 0.03% 362
2018
Q3 		$460K Sell
10,540
-33,446
-76% -$1.54M 0.02% 564
2018
Q2 		$2.04M Sell
43,986
-105,964
-71% -$4.74M 0.1% 212
2018
Q1 		$6.7M Sell
149,950
-64,339
-30% -$2.86M 0.18% 148
2017
Q4 		$10.3M Sell
214,289
-695
-0.3% -$35.4K 0.21% 128
2017
Q3 		$10.6M Buy
214,984
+1,993
+0.9% +$96.6K 0.22% 119
2017
Q2 		$10.2M Buy
212,991
+2,325
+1% +$117K 0.23% 121
2017
Q1 		$10.5M Buy
210,666
+12,763
+6% +$631K 0.22% 125
2016
Q4 		$9.73M Buy
197,903
+4,368
+2% +$215K 0.2% 136
2016
Q3 		$9.93M Sell
193,535
-20,000
-9% -$1.05M 0.22% 117
2016
Q2 		$11.5M Buy
213,535
+9,853
+5% +$496K 0.24% 112
2016
Q1 		$10.5M Sell
203,682
-40,817
-17% -$1.99M 0.22% 116
2015
Q4 		$11.4M Buy
244,499
+1,773
+0.7% +$80.4K 0.24% 109
2015
Q3 		$10.8M Buy
242,726
+45,538
+23% +$2M 0.24% 108
2015
Q2 		$8.26M Buy
+197,188
New +$8.59M 0.17% 150

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Piedmont Investment Advisors's SO Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Southern Company (SO) in Q2 2020, closing a stake of 77,566 shares — an estimated $4.2M sold.

Piedmont Investment Advisors first reported a position in SO in Q2 2015 and held it in 20 quarters. The position peaked at $11.5M in Q2 2016. 1,367 funds tracked by Wall St. Rank hold SO as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Southern Company position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 77,566 Southern Company shares in Q2 2020, an estimated $4.2M.
  • Piedmont Investment Advisors first reported a position in Southern Company in Q2 2015 and held it in 20 quarters.
  • Piedmont Investment Advisors's Southern Company position peaked at $11.5M in Q2 2016.
  • 1,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.