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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 – 745
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

The Family Firm's SO Position: Q3 2024 in Review

The Family Firm sold out of Southern Company (SO) in Q3 2024, closing a stake of 1,304 shares — an estimated $101K sold.

The Family Firm first reported a position in SO in Q4 2014 and held it in 9 quarters. The position peaked at $283K in Q2 2016. 2,009 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • The Family Firm reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 1,304 Southern Company shares in Q3 2024, an estimated $101K.
  • The Family Firm first reported a position in Southern Company in Q4 2014 and held it in 9 quarters.
  • The Family Firm's Southern Company position peaked at $283K in Q2 2016.
  • 2,009 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.