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Weld Capital Management’s Southern Company SO Stock Holding History

Weld 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
2021
Q3 		– Sell
-10,609
Closed -$642K – 168
2021
Q2 		$642K Buy
+10,609
New +$678K 0.65% 39

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Weld Capital Management's SO Position: Q3 2021 in Review

Weld Capital Management sold out of Southern Company (SO) in Q3 2021, closing a stake of 10,609 shares — an estimated $642K sold.

Weld Capital Management first reported a position in SO in Q2 2021 and held it in 1 quarter. The position peaked at $642K in Q2 2021. 1,489 funds tracked by Wall St. Rank hold SO as of Q3 2021.

  • Weld Capital Management reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 10,609 Southern Company shares in Q3 2021, an estimated $642K.
  • Weld Capital Management first reported a position in Southern Company in Q2 2021 and held it in 1 quarter.
  • Weld Capital Management's Southern Company position peaked at $642K in Q2 2021.
  • 1,489 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.