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Stux Capital Management’s Southern Company SO Stock Holding History

Stux Capital Management’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
2014
Q2 		$1.64M Buy
36,100
+2,000
+6% +$88.4K 0.21% 147
2014
Q1 		$1.5M Buy
+34,100
New +$1.43M 0.18% 153
2013
Q3 		– Sell
-39,500
Closed -$1.74M – 408
2013
Q2 		$1.74M Buy
+39,500
New +$1.82M 0.22% 158

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stux Capital Management's SO Position: Q2 2014 in Review

Stux Capital Management increased its Southern Company (SO) stake by 5.9% in Q2 2014, buying an estimated $88.4K and bringing the position to 36,100 shares worth $1.64M. The position accounts for 0.21% of the portfolio, ranked #147.

Stux Capital Management first reported a position in SO in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.74M in Q2 2013. 953 funds tracked by Wall St. Rank hold SO as of Q2 2014.

  • Stux Capital Management held 36,100 shares of Southern Company worth $1.64M as of Q2 2014.
  • Stux Capital Management bought 2,000 Southern Company shares in Q2 2014, an estimated $88.4K.
  • Southern Company made up 0.21% of Stux Capital Management's portfolio in Q2 2014, its #147 holding.
  • Stux Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 3 quarters since.
  • Stux Capital Management's Southern Company position peaked at $1.74M in Q2 2013.
  • 953 funds tracked by Wall St. Rank held Southern Company as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.