Russell Clark Investment Management’s Southern Company SO Stock Holding History

Russell Clark 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
2021 Q3	$2.88M	Buy	+46,500	New	+$2.99M	2.87%	10
2021 Q1	–	Sell	-22,000	Closed	-$1.35M	–	50
2020 Q4	$1.35M	Hold	22,000	–	–	1.27%	31
2020 Q3	$1.19M	Hold	22,000	–	–	1.35%	29
2020 Q2	$1.14M	Hold	22,000	–	–	1.76%	24
2020 Q1	$1.19M	Hold	22,000	–	–	1.79%	25
2019 Q4	$1.4M	Hold	22,000	–	–	1.09%	30
2019 Q3	$1.36M	Hold	22,000	–	–	1.08%	28
2019 Q2	$1.22M	Buy	+22,000	New	+$1.18M	0.78%	27

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Russell Clark Investment Management's SO Position: Q3 2021 in Review

Russell Clark Investment Management opened a new position in Southern Company (SO) in Q3 2021: 46,500 shares worth $2.88M. The stake represents 2.87% of the portfolio and ranks #10 among its holdings. This is a return to the name: Russell Clark Investment Management previously reported a position in SO as recently as Q4 2020.

Russell Clark Investment Management first reported a position in SO in Q2 2019 and has held it in 8 quarters since. 1,488 funds tracked by Wall St. Rank hold SO as of Q3 2021.

Russell Clark Investment Management held 46,500 shares of Southern Company worth $2.88M as of Q3 2021.
Southern Company was a new Russell Clark Investment Management position in Q3 2021.
Southern Company made up 2.87% of Russell Clark Investment Management's portfolio in Q3 2021, its #10 holding.
Russell Clark Investment Management first reported a position in Southern Company in Q2 2019 and has held it in 8 quarters since.
1,488 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Russell Clark Investment Management's 13F filing for Q3 2021, filed 3 Nov 2021.