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SpiderRock Advisors’s Southern Company SO Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$4.25M Sell
47,145
-14,765
-24% -$1.26M 0.07% 188
2024
Q2 		$4.8M Sell
61,910
-50
-0.1% -$3.79K 0.1% 154
2024
Q1 		$4.3M Buy
+61,960
New +$4.28M 0.11% 152
2017
Q1 		– Hold
0
– – – 581

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

SpiderRock Advisors's SO Position: Q3 2024 in Review

SpiderRock Advisors reduced its Southern Company (SO) stake by 24% in Q3 2024, selling an estimated $1.26M and leaving 47,145 shares worth $4.25M. The position accounts for 0.07% of the portfolio, ranked #188.

SpiderRock Advisors first reported a position in SO in Q1 2024 and has held it in 3 quarters since. The position peaked at $4.8M in Q2 2024. 2,003 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • SpiderRock Advisors held 47,145 shares of Southern Company worth $4.25M as of Q3 2024.
  • SpiderRock Advisors sold 14,765 Southern Company shares in Q3 2024, an estimated $1.26M.
  • Southern Company made up 0.07% of SpiderRock Advisors's portfolio in Q3 2024, its #188 holding.
  • SpiderRock Advisors first reported a position in Southern Company in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Southern Company position peaked at $4.8M in Q2 2024.
  • 2,003 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.