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Susquehanna Fundamental Investments’s Southern Company SO Stock Holding History

Susquehanna Fundamental Investments’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
Q2 		– Sell
-22,400
Closed -$1.61M – 1008
2024
Q1 		$1.61M Buy
+22,400
New +$1.55M 0.08% 268
2020
Q1 		– Sell
-67,100
Closed -$4.27M – 391
2019
Q4 		$4.27M Hold
67,100
– – 0.56% 55
2019
Q3 		$4.14M Hold
67,100
– – 0.51% 57
2019
Q2 		$3.71M Hold
67,100
– – 0.43% 74
2019
Q1 		$3.47M Buy
+67,100
New +$3.29M 0.4% 82

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

Susquehanna Fundamental Investments's SO Position: Q2 2024 in Review

Susquehanna Fundamental Investments sold out of Southern Company (SO) in Q2 2024, closing a stake of 22,400 shares — an estimated $1.61M sold.

Susquehanna Fundamental Investments first reported a position in SO in Q1 2019 and held it in 5 quarters. The position peaked at $4.27M in Q4 2019. 1,881 funds tracked by Wall St. Rank hold SO as of Q2 2024.

  • Susquehanna Fundamental Investments reported no remaining Southern Company position as of Q2 2024 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 22,400 Southern Company shares in Q2 2024, an estimated $1.61M.
  • Susquehanna Fundamental Investments first reported a position in Southern Company in Q1 2019 and held it in 5 quarters.
  • Susquehanna Fundamental Investments's Southern Company position peaked at $4.27M in Q4 2019.
  • 1,881 funds tracked by Wall St. Rank held Southern Company as of Q2 2024.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2024, filed 15 Aug 2024.