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Tufton Capital Management’s Southern Company SO Stock Holding History

Tufton 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
2023
Q2 		– Sell
-3,160
Closed -$220K – 123
2023
Q1 		$220K Sell
3,160
-97
-3% -$6.53K 0.05% 113
2022
Q4 		$233K Buy
3,257
+125
+4% +$8.36K 0.05% 108
2022
Q3 		$213K Hold
3,132
– – 0.05% 109
2022
Q2 		$223K Sell
3,132
-13
-0.4% -$955 0.04% 109
2022
Q1 		$228K Sell
3,145
-3
-0.1% -$203 0.04% 118
2021
Q4 		$215K Sell
3,148
-300
-9% -$19.1K 0.03% 130
2021
Q3 		$213K Hold
3,448
– – 0.04% 123
2021
Q2 		$208K Hold
3,448
– – 0.03% 125
2021
Q1 		$214K Sell
3,448
-700
-17% -$41.9K 0.04% 121
2020
Q4 		$254K Sell
4,148
-50
-1% -$3.01K 0.05% 111
2020
Q3 		$227K Sell
4,198
-135
-3% -$7.21K 0.05% 111
2020
Q2 		$224K Sell
4,333
-325
-7% -$18.1K 0.05% 108
2020
Q1 		$252K Sell
4,658
-184
-4% -$11.7K 0.06% 99
2019
Q4 		$308K Hold
4,842
– – 0.06% 104
2019
Q3 		$299K Buy
4,842
+235
+5% +$13.6K 0.06% 106
2019
Q2 		$254K Buy
4,607
+65
+1% +$3.48K 0.05% 114
2019
Q1 		$234K Buy
+4,542
New +$223K 0.05% 113
2018
Q1 		– Sell
-4,373
Closed -$210K – 128
2017
Q4 		$210K Hold
4,373
– – 0.04% 125
2017
Q3 		$215K Sell
4,373
-200
-4% -$9.7K 0.04% 123
2017
Q2 		$219K Sell
4,573
-95
-2% -$4.76K 0.04% 115
2017
Q1 		$232K Sell
4,668
-110
-2% -$5.44K 0.05% 112
2016
Q4 		$235K Buy
4,778
+84
+2% +$4.13K 0.05% 98
2016
Q3 		$241K Buy
4,694
+785
+20% +$41.3K 0.05% 95
2016
Q2 		$210K Hold
3,909
– – 0.04% 94
2016
Q1 		$202K Buy
+3,909
New +$190K 0.05% 90

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tufton Capital Management's SO Position: Q2 2023 in Review

Tufton Capital Management sold out of Southern Company (SO) in Q2 2023, closing a stake of 3,160 shares — an estimated $220K sold.

Tufton Capital Management first reported a position in SO in Q1 2016 and held it in 25 quarters. The position peaked at $308K in Q4 2019. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

  • Tufton Capital Management reported no remaining Southern Company position as of Q2 2023 after selling out during the quarter.
  • Tufton Capital Management sold 3,160 Southern Company shares in Q2 2023, an estimated $220K.
  • Tufton Capital Management first reported a position in Southern Company in Q1 2016 and held it in 25 quarters.
  • Tufton Capital Management's Southern Company position peaked at $308K in Q4 2019.
  • 1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Tufton Capital Management's 13F filing for Q2 2023, filed 28 Jul 2023.