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Vigilant Capital Management’s Southern Company SO Stock Holding History

Vigilant 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 		$49K Hold
700
– – ﹤0.01% 275
2023
Q1 		$49K Sell
700
-1,000
-59% -$67.3K ﹤0.01% 274
2022
Q4 		$121K Hold
1,700
– – 0.01% 191
2022
Q3 		$116K Sell
1,700
-500
-23% -$37.9K 0.01% 201
2022
Q2 		$157K Hold
2,200
– – 0.01% 173
2022
Q1 		$160K Hold
2,200
– – 0.01% 188
2021
Q4 		$151K Buy
2,200
+1,943
+756% +$124K 0.01% 220
2021
Q3 		$16K Buy
+257
New +$16.5K ﹤0.01% 395
2021
Q1 		– Sell
-1,174
Closed -$72K – 384
2020
Q4 		$72K Sell
1,174
-1,100
-48% -$66.1K 0.01% 198
2020
Q3 		$123K Buy
2,274
+174
+8% +$9.3K 0.01% 167
2020
Q2 		$109K Buy
+2,100
New +$117K 0.01% 167
2020
Q1 		– Sell
-100
Closed -$6K – 429
2019
Q4 		$6K Hold
100
– – ﹤0.01% 442
2019
Q3 		$6K Buy
+100
New +$5.8K ﹤0.01% 358
2019
Q2 		– Sell
-128
Closed -$7K – 476
2019
Q1 		$7K Sell
128
-551
-81% -$27K ﹤0.01% 369
2018
Q4 		$30K Buy
+679
New +$30.9K ﹤0.01% 293
2015
Q4 		– Sell
-350
Closed -$16K – 280
2015
Q3 		$16K Hold
350
– – ﹤0.01% 219
2015
Q2 		$15K Sell
350
-610
-64% -$26.6K ﹤0.01% 244
2015
Q1 		$43K Sell
960
-138,872
-99% -$6.6M 0.01% 180
2014
Q4 		$6.87M Sell
139,832
-2,093
-1% -$98.8K 1.36% 34
2014
Q3 		$6.2M Sell
141,925
-695
-0.5% -$30.5K 1.34% 37
2014
Q2 		$6.47M Buy
142,620
+310
+0.2% +$13.7K 1.44% 35
2014
Q1 		$6.25M Buy
142,310
+3,015
+2% +$126K 1.48% 32
2013
Q4 		$5.73M Buy
139,295
+14,255
+11% +$588K 1.4% 38
2013
Q3 		$5.15M Buy
125,040
+9,030
+8% +$389K 1.46% 35
2013
Q2 		$5.12M Buy
+116,010
New +$5.33M 1.52% 29

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Vigilant Capital Management held its Southern Company (SO) position steady in Q2 2023 at 700 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Vigilant Capital Management first reported a position in SO in Q2 2013 and has held it in 25 quarters since. The position peaked at $6.87M in Q4 2014. 1,722 funds tracked by Wall St. Rank hold SO as of Q2 2023.

  • Vigilant Capital Management held 700 shares of Southern Company worth $49K as of Q2 2023.
  • Vigilant Capital Management left its Southern Company share count unchanged in Q2 2023.
  • Southern Company made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #275 holding.
  • Vigilant Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 25 quarters since.
  • Vigilant Capital Management's Southern Company position peaked at $6.87M in Q4 2014.
  • 1,722 funds tracked by Wall St. Rank held Southern Company as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.