TFF
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The Family Firm’s Southern Company SO Stock Holding History

The Family Firm’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
Q3 		– Sell
-1,304
Closed -$101K – 747
2024
Q2 		$101K Buy
+1,304
New +$98.8K 0.02% 273
2017
Q1 		– Sell
-4,401
Closed -$216K – 112
2016
Q4 		$216K Sell
4,401
-891
-17% -$43.8K 0.1% 103
2016
Q3 		$271K Buy
5,292
+16
+0.3% +$843 0.13% 90
2016
Q2 		$283K Buy
5,276
+100
+2% +$5.03K 0.14% 89
2016
Q1 		$268K Buy
5,176
+319
+7% +$15.5K 0.14% 88
2015
Q4 		$227K Buy
+4,857
New +$220K 0.12% 94
2015
Q3 		– Sell
-5,203
Closed -$218K – 112
2015
Q2 		$218K Buy
5,203
+12
+0.2% +$523 0.11% 96
2015
Q1 		$230K Buy
5,191
+10
+0.2% +$475 0.12% 96
2014
Q4 		$254K Buy
+5,181
New +$245K 0.13% 84

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return