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VisionPoint Advisory Group’s Southern Company SO Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-204
Closed -$15.8K – 694
2024
Q2 		$15.8K Hold
204
– – 0.01% 429
2024
Q1 		$14.6K Hold
204
– – 0.01% 420
2023
Q4 		$14.3K Sell
204
-1,511
-88% -$104K 0.01% 388
2023
Q3 		$111K Buy
1,715
+1,337
+354% +$92.8K 0.05% 182
2023
Q2 		$26.6K Buy
+378
New +$27.1K 0.01% 262
2020
Q4 		– Sell
-8,269
Closed -$448K – 160
2020
Q3 		$448K Sell
8,269
-3,415
-29% -$183K 0.19% 64
2020
Q2 		$641K Sell
11,684
-5,833
-33% -$324K 0.26% 44
2020
Q1 		$948K Sell
17,517
-44,213
-72% -$2.8M 0.44% 34
2019
Q4 		$3.93M Buy
61,730
+4,551
+8% +$282K 1.63% 7
2019
Q3 		$3.55M Buy
57,179
+1,965
+4% +$114K 0.97% 11
2019
Q2 		$3.05M Buy
55,214
+310
+0.6% +$16.6K 0.88% 13
2019
Q1 		$2.84M Buy
54,904
+1,512
+3% +$74.1K 0.8% 20
2018
Q4 		$2.35M Buy
+53,392
New +$2.43M 0.76% 24

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

VisionPoint Advisory Group's SO Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Southern Company (SO) in Q3 2024, closing a stake of 204 shares — an estimated $15.8K sold.

VisionPoint Advisory Group first reported a position in SO in Q4 2018 and held it in 13 quarters. The position peaked at $3.93M in Q4 2019. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 204 Southern Company shares in Q3 2024, an estimated $15.8K.
  • VisionPoint Advisory Group first reported a position in Southern Company in Q4 2018 and held it in 13 quarters.
  • VisionPoint Advisory Group's Southern Company position peaked at $3.93M in Q4 2019.
  • 2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.