SNC
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Stifel Nicolaus & Co’s Southern Company SO Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$24.4M Buy
593,220
+115,347
+24% +$4.97M 0.4% 60
2013
Q2 		$21.1M Buy
+477,873
New +$22M 0.38% 66

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $530B AUM 22.01% 1-Year Est. Return

Stifel Nicolaus & Co's SO Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Southern Company (SO) stake by 24% in Q3 2013, buying an estimated $4.97M and bringing the position to 593,220 shares worth $24.4M. The position accounts for 0.4% of the portfolio, ranked #60.

Stifel Nicolaus & Co first reported a position in SO in Q2 2013 and has held it in 2 quarters since. 859 funds tracked by Wall St. Rank hold SO as of Q3 2013.

  • Stifel Nicolaus & Co held 593,220 shares of Southern Company worth $24.4M as of Q3 2013.
  • Stifel Nicolaus & Co bought 115,347 Southern Company shares in Q3 2013, an estimated $4.97M.
  • Southern Company made up 0.4% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #60 holding.
  • Stifel Nicolaus & Co first reported a position in Southern Company in Q2 2013 and has held it in 2 quarters since.
  • 859 funds tracked by Wall St. Rank held Southern Company as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.