SOW
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State of Wyoming’s Southern Company SO Stock Holding History

State of Wyoming’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
Q4 		– Sell
-1,318
Closed -$85.3K – 1798
2023
Q3 		$85.3K Buy
+1,318
New +$91.5K 0.02% 967
2022
Q3 		– Sell
-424
Closed -$30K – 1902
2022
Q2 		$30K Buy
+424
New +$31.1K 0.02% 1264

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State of Wyoming's SO Position: Q4 2023 in Review

State of Wyoming sold out of Southern Company (SO) in Q4 2023, closing a stake of 1,318 shares — an estimated $85.3K sold.

State of Wyoming first reported a position in SO in Q2 2022 and held it in 2 quarters. The position peaked at $85.3K in Q3 2023. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • State of Wyoming reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
  • State of Wyoming sold 1,318 Southern Company shares in Q4 2023, an estimated $85.3K.
  • State of Wyoming first reported a position in Southern Company in Q2 2022 and held it in 2 quarters.
  • State of Wyoming's Southern Company position peaked at $85.3K in Q3 2023.
  • 1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on State of Wyoming's 13F filing for Q4 2023, filed 15 Feb 2024.