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Retirement Group’s Southern Company SO Stock Holding History

Retirement 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
Q1 		$6.12K Buy
85
+1
+1% +$69 ﹤0.01% 537
2023
Q4 		$5.92K Sell
84
-103
-55% -$7.07K ﹤0.01% 511
2023
Q3 		$21.1K Buy
187
+104
+125% +$7.22K 0.01% 310
2023
Q2 		$5.81K Sell
83
-102
-55% -$7.32K ﹤0.01% 491
2023
Q1 		$22K Buy
185
+1
+0.5% +$67 0.01% 294
2022
Q4 		$21K Buy
184
+104
+130% +$6.95K 0.01% 271
2022
Q3 		$5K Sell
80
-100
-56% -$7.58K ﹤0.01% 339
2022
Q2 		$20K Sell
180
-299
-62% -$22K 0.01% 324
2022
Q1 		$50K Hold
479
– – 0.02% 232
2021
Q4 		$60K Buy
479
+2
+0.4% +$128 0.03% 208
2021
Q3 		$53K Buy
477
+100
+27% +$6.44K 0.02% 219
2021
Q2 		$23K Buy
377
+1
+0.3% +$64 0.01% 311
2021
Q1 		$23K Sell
376
-71
-16% -$4.25K 0.01% 364
2020
Q4 		$27K Buy
447
+300
+204% +$18K 0.01% 331
2020
Q3 		$8K Hold
147
– – ﹤0.01% 437
2020
Q2 		$8K Buy
+147
New +$8.17K 0.01% 410
2019
Q4 		$14K Buy
+214
New +$13.3K 0.01% 365

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Retirement Group's SO Position: Q1 2024 in Review

Retirement Group increased its Southern Company (SO) stake by 1.2% in Q1 2024, buying an estimated $69 and bringing the position to 85 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Retirement Group first reported a position in SO in Q4 2019 and has held it in 17 quarters since. The position peaked at $60K in Q4 2021. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Retirement Group held 85 shares of Southern Company worth $6.12K as of Q1 2024.
  • Retirement Group bought 1 Southern Company share in Q1 2024, an estimated $69.
  • Southern Company made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #537 holding.
  • Retirement Group first reported a position in Southern Company in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Southern Company position peaked at $60K in Q4 2021.
  • 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.