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Unionview LLC’s Southern Company SO Stock Holding History

Unionview LLC’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
Q4 		$207K Buy
2,510
+2
+0.1% +$175 0.15% 88
2024
Q3 		$226K Buy
+2,508
New +$214K 0.18% 85

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Unionview LLC's SO Position: Q4 2024 in Review

Unionview LLC increased its Southern Company (SO) stake by 0.08% in Q4 2024, buying an estimated $175 and bringing the position to 2,510 shares worth $207K. The position accounts for 0.15% of the portfolio, ranked #88.

Unionview LLC first reported a position in SO in Q3 2024 and has held it in 2 quarters since. The position peaked at $226K in Q3 2024. 2,121 funds tracked by Wall St. Rank hold SO as of Q4 2024.

  • Unionview LLC held 2,510 shares of Southern Company worth $207K as of Q4 2024.
  • Unionview LLC bought 2 Southern Company shares in Q4 2024, an estimated $175.
  • Southern Company made up 0.15% of Unionview LLC's portfolio in Q4 2024, its #88 holding.
  • Unionview LLC first reported a position in Southern Company in Q3 2024 and has held it in 2 quarters since.
  • Unionview LLC's Southern Company position peaked at $226K in Q3 2024.
  • 2,121 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.