SCP
SO icon

Scoria Capital Partners’s Southern Company SO Stock Holding History

Scoria Capital Partners’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
2017
Q3 		$963K Buy
+19,600
New +$950K 1.08% 16

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scoria Capital Partners's SO Position: Q3 2017 in Review

Scoria Capital Partners opened a new position in Southern Company (SO) in Q3 2017: 19,600 shares worth $963K. The stake represents 1.08% of the portfolio and ranks #16 among its holdings.

1,158 funds tracked by Wall St. Rank hold SO as of Q3 2017.

  • Scoria Capital Partners held 19,600 shares of Southern Company worth $963K as of Q3 2017.
  • Southern Company was a new Scoria Capital Partners position in Q3 2017.
  • Southern Company made up 1.08% of Scoria Capital Partners's portfolio in Q3 2017, its #16 holding.
  • 1,158 funds tracked by Wall St. Rank held Southern Company as of Q3 2017.

Based on Scoria Capital Partners's 13F filing for Q3 2017, filed 14 Nov 2017.