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VIA
Vantage Investment Advisors’s
Southern Company
SO
Stock Holding History
Vantage Investment 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
2018
Q3
$80K
Sell
1,833
-684
-27%
-$31.5K
0.02%
224
2018
Q2
$117K
Hold
2,517
–
–
0.03%
190
2018
Q1
$112K
Sell
2,517
-1,655
-40%
-$73.5K
0.03%
185
2017
Q4
$201K
Buy
4,172
+1,655
+66%
+$84.3K
0.05%
146
2017
Q3
$124K
Sell
2,517
-600
-19%
-$29.1K
0.03%
172
2017
Q2
$149K
Buy
3,117
+600
+24%
+$30.1K
0.04%
149
2017
Q1
$125K
Sell
2,517
-300
-11%
-$14.8K
0.04%
158
2016
Q4
$139K
Buy
2,817
+964
+52%
+$47.4K
0.06%
140
2016
Q3
$95K
Sell
1,853
-300
-14%
-$15.8K
0.04%
165
2016
Q2
$115K
Sell
2,153
-200
-8%
-$10.1K
0.05%
161
2016
Q1
$122K
Buy
2,353
+300
+15%
+$14.6K
0.05%
147
2015
Q4
$96K
Buy
2,053
+200
+11%
+$9.07K
0.05%
165
2015
Q3
$83K
Hold
1,853
–
–
0.05%
174
2015
Q2
$78K
Sell
1,853
-500
-21%
-$21.8K
0.04%
193
2015
Q1
$104K
Buy
2,353
+800
+52%
+$38K
0.03%
231
2014
Q4
$76K
Hold
1,553
–
–
0.04%
197
2014
Q3
$68K
Hold
1,553
–
–
0.04%
198
2014
Q2
$70K
Hold
1,553
–
–
0.04%
197
2014
Q1
$68K
Sell
1,553
-126
-8%
-$5.28K
0.04%
185
2013
Q4
$69K
Buy
+1,679
New
+$69.3K
0.05%
183
Other funds holding SO
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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