SC
SO icon

Sierra Capital’s Southern Company SO Stock Holding History

Sierra Capital’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
Q1 		– Sell
-105
Closed -$7K – 498
2022
Q4 		$7K Hold
105
– – ﹤0.01% 379
2022
Q3 		$7K Hold
105
– – ﹤0.01% 395
2022
Q2 		$7K Hold
105
– – ﹤0.01% 464
2022
Q1 		$8K Hold
105
– – ﹤0.01% 497
2021
Q4 		$7K Buy
+105
New +$6.69K ﹤0.01% 506

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

Sierra Capital's SO Position: Q1 2023 in Review

Sierra Capital sold out of Southern Company (SO) in Q1 2023, closing a stake of 105 shares — an estimated $7K sold.

Sierra Capital first reported a position in SO in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • Sierra Capital reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 105 Southern Company shares in Q1 2023, an estimated $7K.
  • Sierra Capital first reported a position in Southern Company in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's Southern Company position peaked at $8K in Q1 2022.
  • 1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.