ST
SO icon

Spot Trading’s Southern Company SO Stock Holding History

Spot Trading’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 		– Hold
0
– – – 3605
2017
Q2 		– Hold
0
– – – 3681
2017
Q1 		– Sell
-741
Closed -$36.6K – 3594
2016
Q4 		$36K Sell
741
-8,759
-92% -$430K 0.01% 2461
2016
Q3 		$487K Buy
+9,500
New +$500K 0.08% 1542
2016
Q2 		– Hold
0
– – – 4075
2016
Q1 		– Sell
-68,427
Closed -$3.33M – 4160
2015
Q4 		$3.2M Buy
68,427
+13,072
+24% +$593K 0.24% 714
2015
Q3 		$2.47M Sell
55,355
-18,944
-25% -$831K 0.16% 944
2015
Q2 		$3.11M Buy
74,299
+4,709
+7% +$205K 0.19% 858
2015
Q1 		$3.08M Buy
+69,590
New +$3.31M 0.2% 825
2014
Q4 		– Hold
0
– – – 4492
2014
Q3 		– Sell
-114,572
Closed -$5.03M – 4830
2014
Q2 		$5.2M Buy
+114,572
New +$5.07M 0.19% 930
2014
Q1 		– Hold
0
– – – 4641
2013
Q4 		– Sell
-4,434
Closed -$183K – 4435
2013
Q3 		$183K Sell
4,434
-5,855
-57% -$252K 0.01% 3080
2013
Q2 		$454K Buy
+10,289
New +$473K 0.02% 2507

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return