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Tiedemann Advisors’s Southern Company SO Stock Holding History

Tiedemann Advisors’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
2023
Q3 		$486K Buy
+7,517
New +$522K 0.02% 171
2020
Q4 		– Sell
-69,316
Closed -$3.76M – 348
2020
Q3 		$3.76M Buy
69,316
+43,161
+165% +$2.31M 0.18% 78
2020
Q2 		$1.35M Sell
26,155
-110
-0.4% -$6.12K 0.07% 142
2020
Q1 		$1.42M Buy
26,265
+20,155
+330% +$1.28M 0.09% 129
2019
Q4 		$389K Sell
6,110
-1,112
-15% -$68.9K 0.02% 226
2019
Q3 		$447K Buy
7,222
+332
+5% +$19.2K 0.02% 227
2019
Q2 		$383K Sell
6,890
-3,817
-36% -$204K 0.02% 222
2019
Q1 		$553K Buy
10,707
+45
+0.4% +$2.21K 0.03% 287
2018
Q4 		$468K Buy
10,662
+3,944
+59% +$179K 0.02% 294
2018
Q3 		$293K Sell
6,718
-1,682
-20% -$77.5K 0.02% 261
2018
Q2 		$391K Sell
8,400
-81,089
-91% -$3.63M 0.03% 238
2018
Q1 		$4M Buy
89,489
+22,549
+34% +$1M 0.27% 61
2017
Q4 		$3.22M Sell
66,940
-28,690
-30% -$1.46M 0.25% 58
2017
Q3 		$4.7M Sell
95,630
-515
-0.5% -$25K 0.42% 47
2017
Q2 		$4.6M Buy
96,145
+86,157
+863% +$4.32M 0.33% 54
2017
Q1 		$497K Buy
+9,988
New +$494K 0.04% 275

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tiedemann Advisors's SO Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in Southern Company (SO) in Q3 2023: 7,517 shares worth $486K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in SO as recently as Q3 2020.

Tiedemann Advisors first reported a position in SO in Q1 2017 and has held it in 16 quarters since. The position peaked at $4.7M in Q3 2017. 1,708 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • Tiedemann Advisors held 7,517 shares of Southern Company worth $486K as of Q3 2023.
  • Southern Company was a new Tiedemann Advisors position in Q3 2023.
  • Southern Company made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #171 holding.
  • Tiedemann Advisors first reported a position in Southern Company in Q1 2017 and has held it in 16 quarters since.
  • Tiedemann Advisors's Southern Company position peaked at $4.7M in Q3 2017.
  • 1,708 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.