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Westchester Capital Management (Nebraska)’s Southern Company SO Stock Holding History

Westchester Capital Management (Nebraska)’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
Q2 		– Sell
-134
Closed -$8K – 50
2021
Q1 		$8K Sell
134
-266
-67% -$15.9K ﹤0.01% 44
2020
Q4 		$25K Hold
400
– – 0.01% 41
2020
Q3 		$22K Hold
400
– – 0.01% 38
2020
Q2 		$21K Hold
400
– – 0.01% 35
2020
Q1 		$22K Buy
+400
New +$25.3K 0.01% 38

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Westchester Capital Management (Nebraska)'s SO Position: Q2 2021 in Review

Westchester Capital Management (Nebraska) sold out of Southern Company (SO) in Q2 2021, closing a stake of 134 shares — an estimated $8K sold.

Westchester Capital Management (Nebraska) first reported a position in SO in Q1 2020 and held it in 5 quarters. The position peaked at $25K in Q4 2020. 1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • Westchester Capital Management (Nebraska) reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
  • Westchester Capital Management (Nebraska) sold 134 Southern Company shares in Q2 2021, an estimated $8K.
  • Westchester Capital Management (Nebraska) first reported a position in Southern Company in Q1 2020 and held it in 5 quarters.
  • Westchester Capital Management (Nebraska)'s Southern Company position peaked at $25K in Q4 2020.
  • 1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2021, filed 4 Aug 2021.