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Steward Partners Investment Solutions’s Southern Company SO Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$3.68M Buy
51,327
+3,093
+6% +$214K 0.62% 36
2023
Q4 		$3.38M Buy
+48,234
New +$3.31M 1.41% 13

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Partners Investment Solutions's SO Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Southern Company (SO) stake by 6.4% in Q1 2024, buying an estimated $214K and bringing the position to 51,327 shares worth $3.68M. The position accounts for 0.62% of the portfolio, ranked #36.

Steward Partners Investment Solutions first reported a position in SO in Q4 2023 and has held it in 2 quarters since. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Steward Partners Investment Solutions held 51,327 shares of Southern Company worth $3.68M as of Q1 2024.
  • Steward Partners Investment Solutions bought 3,093 Southern Company shares in Q1 2024, an estimated $214K.
  • Southern Company made up 0.62% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #36 holding.
  • Steward Partners Investment Solutions first reported a position in Southern Company in Q4 2023 and has held it in 2 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.