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	$1.56M	Sell	17,300 -16,700	-49%	-$1.43M	0.02%	372
2024 Q2	$2.64M	Hold	34,000	–	–	0.05%	231
2024 Q1	$2.36M	Buy	+34,000	New	+$2.35M	0.06%	230
2023 Q4	–	Hold	0	–	–	–	106
2023 Q3	–	Hold	0	–	–	–	119
2023 Q2	–	Hold	0	–	–	–	153
2023 Q1	–	Hold	0	–	–	–	152
2022 Q4	–	Hold	0	–	–	–	147
2022 Q3	–	Hold	0	–	–	–	150
2022 Q2	–	Hold	0	–	–	–	155
2022 Q1	–	Hold	0	–	–	–	150
2021 Q4	–	Hold	0	–	–	–	145
2021 Q3	–	Hold	0	–	–	–	134
2021 Q2	–	Hold	0	–	–	–	153
2021 Q1	–	Hold	0	–	–	–	164
2020 Q4	–	Hold	0	–	–	–	159
2020 Q3	–	Hold	0	–	–	–	133
2020 Q2	–	Hold	0	–	–	–	143
2020 Q1	–	Hold	0	–	–	–	128
2019 Q4	–	Hold	0	–	–	–	110
2017 Q4	–	Hold	0	–	-$7K	–	350
2017 Q3	–	Hold	0	–	–	–	481
2017 Q2	–	Hold	0	–	–	–	715
2017 Q1	–	Hold	0	–	–	–	920

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 2,002 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.
2,002 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.