RIM
SO icon

Reynolds Investment Management’s Southern Company SO Stock Holding History

Reynolds Investment Management’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
2022
Q2 		$3M Sell
42,053
-202
-0.5% -$14.8K 1.07% 26
2022
Q1 		$3.06M Buy
+42,255
New +$2.86M 0.9% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Reynolds Investment Management's SO Position: Q2 2022 in Review

Reynolds Investment Management reduced its Southern Company (SO) stake by 0.48% in Q2 2022, selling an estimated $14.8K and leaving 42,053 shares worth $3M. The position accounts for 1.07% of the portfolio, ranked #26.

Reynolds Investment Management first reported a position in SO in Q1 2022 and has held it in 2 quarters since. The position peaked at $3.06M in Q1 2022. 1,680 funds tracked by Wall St. Rank hold SO as of Q2 2022.

  • Reynolds Investment Management held 42,053 shares of Southern Company worth $3M as of Q2 2022.
  • Reynolds Investment Management sold 202 Southern Company shares in Q2 2022, an estimated $14.8K.
  • Southern Company made up 1.07% of Reynolds Investment Management's portfolio in Q2 2022, its #26 holding.
  • Reynolds Investment Management first reported a position in Southern Company in Q1 2022 and has held it in 2 quarters since.
  • Reynolds Investment Management's Southern Company position peaked at $3.06M in Q1 2022.
  • 1,680 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.

Based on Reynolds Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.