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Voya Financial Advisors’s Southern Company SO Stock Holding History

Voya Financial 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
2023
Q3 		– Sell
-2,903
Closed -$201K – 241
2023
Q2 		$201K Sell
2,903
-278
-9% -$19.9K 0.02% 228
2023
Q1 		$220K Buy
3,181
+244
+8% +$16.4K 0.03% 216
2022
Q4 		$212K Buy
+2,937
New +$196K 0.03% 224
2021
Q2 		– Sell
-40,540
Closed -$2.5M – 547
2021
Q1 		$2.5M Sell
40,540
-3,076
-7% -$184K 0.1% 172
2020
Q4 		$2.64M Sell
43,616
-77
-0.2% -$4.63K 0.11% 151
2020
Q3 		$2.35M Sell
43,693
-3,026
-6% -$162K 0.12% 135
2020
Q2 		$2.41M Buy
46,719
+2,035
+5% +$113K 0.13% 122
2020
Q1 		$2.59M Sell
44,684
-56,961
-56% -$3.61M 0.14% 104
2019
Q4 		$6.44M Sell
101,645
-2,243
-2% -$139K 0.32% 61
2019
Q3 		$6.42M Sell
103,888
-3,380
-3% -$196K 0.35% 56
2019
Q2 		$5.91M Buy
107,268
+4,840
+5% +$259K 0.32% 64
2019
Q1 		$5.26M Buy
102,428
+7,410
+8% +$363K 0.31% 70
2018
Q4 		$4.18M Buy
95,018
+2,580
+3% +$117K 0.28% 75
2018
Q3 		$4M Buy
92,438
+1,555
+2% +$71.7K 0.23% 83
2018
Q2 		$4.21M Sell
90,883
-8,727
-9% -$391K 0.27% 74
2018
Q1 		$4.45M Sell
99,610
-1,554
-2% -$69K 0.3% 71
2017
Q4 		$4.88M Sell
101,164
-6,204
-6% -$316K 0.31% 67
2017
Q3 		$5.25M Sell
107,368
-7,785
-7% -$377K 0.35% 62
2017
Q2 		$5.56M Buy
115,153
+742
+0.6% +$37.2K 0.4% 57
2017
Q1 		$5.71M Buy
114,411
+16,551
+17% +$818K 0.44% 48
2016
Q4 		$4.83M Buy
97,860
+19,828
+25% +$974K 0.42% 48
2016
Q3 		$4.06M Buy
78,032
+18,988
+32% +$1,000K 0.41% 50
2016
Q2 		$3.08M Buy
59,044
+19,722
+50% +$992K 0.36% 53
2016
Q1 		$2.01M Sell
39,322
-9,933
-20% -$484K 0.28% 67
2015
Q4 		$2.33M Buy
49,255
+8,977
+22% +$407K 0.34% 56
2015
Q3 		$1.78M Buy
40,278
+1,585
+4% +$69.5K 0.32% 58
2015
Q2 		$1.62M Sell
38,693
-120
-0.3% -$5.23K 0.29% 67
2015
Q1 		$1.72M Buy
+38,813
New +$1.84M 0.34% 71

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Voya Financial Advisors's SO Position: Q3 2023 in Review

Voya Financial Advisors sold out of Southern Company (SO) in Q3 2023, closing a stake of 2,903 shares — an estimated $201K sold.

Voya Financial Advisors first reported a position in SO in Q1 2015 and held it in 28 quarters. The position peaked at $6.44M in Q4 2019. 1,709 funds tracked by Wall St. Rank hold SO as of Q3 2023.

  • Voya Financial Advisors reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
  • Voya Financial Advisors sold 2,903 Southern Company shares in Q3 2023, an estimated $201K.
  • Voya Financial Advisors first reported a position in Southern Company in Q1 2015 and held it in 28 quarters.
  • Voya Financial Advisors's Southern Company position peaked at $6.44M in Q4 2019.
  • 1,709 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Voya Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.