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Quantamental Technologies’s Southern Company SO Stock Holding History

Quantamental Technologies’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
Q3 		$582K Buy
+8,993
New +$624K 0.55% 55
2020
Q3 		– Sell
-8,251
Closed -$428K – 359
2020
Q2 		$428K Buy
+8,251
New +$459K 0.29% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Quantamental Technologies's SO Position: Q3 2023 in Review

Quantamental Technologies opened a new position in Southern Company (SO) in Q3 2023: 8,993 shares worth $582K. The stake represents 0.55% of the portfolio and ranks #55 among its holdings. This is a return to the name: Quantamental Technologies previously reported a position in SO as recently as Q2 2020.

Quantamental Technologies first reported a position in SO in Q2 2020 and has held it in 2 quarters since. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • Quantamental Technologies held 8,993 shares of Southern Company worth $582K as of Q3 2023.
  • Southern Company was a new Quantamental Technologies position in Q3 2023.
  • Southern Company made up 0.55% of Quantamental Technologies's portfolio in Q3 2023, its #55 holding.
  • Quantamental Technologies first reported a position in Southern Company in Q2 2020 and has held it in 2 quarters since.
  • 1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.