Slow Capital’s Southern Company SO Stock Holding History

Slow 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
2020 Q4	–	Sell	-186	Closed	-$10K	–	266
2020 Q3	$10K	Buy	+186	New	+$9.94K	﹤0.01%	235

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Slow Capital's SO Position: Q4 2020 in Review

Slow Capital sold out of Southern Company (SO) in Q4 2020, closing a stake of 186 shares — an estimated $10K sold.

Slow Capital first reported a position in SO in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 1,497 funds tracked by Wall St. Rank hold SO as of Q4 2020.

Slow Capital reported no remaining Southern Company position as of Q4 2020 after selling out during the quarter.
Slow Capital sold 186 Southern Company shares in Q4 2020, an estimated $10K.
Slow Capital first reported a position in Southern Company in Q3 2020 and held it in 1 quarter.
Slow Capital's Southern Company position peaked at $10K in Q3 2020.
1,497 funds tracked by Wall St. Rank held Southern Company as of Q4 2020.

Based on Slow Capital's 13F filing for Q4 2020, filed 11 Feb 2021.