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Whitener Capital Management’s Southern Company SO Stock Holding History

Whitener 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
2019
Q4 		– Sell
-1,699
Closed -$104K – 382
2019
Q3 		$104K Hold
1,699
– – 0.06% 163
2019
Q2 		$93K Hold
1,699
– – 0.05% 176
2019
Q1 		$87K Hold
1,699
– – 0.06% 172
2018
Q4 		$74K Buy
1,699
+164
+11% +$7.46K 0.05% 167
2018
Q3 		$66K Buy
+1,535
New +$70.7K 0.04% 176
2018
Q2 		– Sell
-800
Closed -$35K – 359
2018
Q1 		$35K Buy
+800
New +$35.5K 0.03% 233

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Whitener Capital Management's SO Position: Q4 2019 in Review

Whitener Capital Management sold out of Southern Company (SO) in Q4 2019, closing a stake of 1,699 shares — an estimated $104K sold.

Whitener Capital Management first reported a position in SO in Q1 2018 and held it in 6 quarters. The position peaked at $104K in Q3 2019. 1,445 funds tracked by Wall St. Rank hold SO as of Q4 2019.

  • Whitener Capital Management reported no remaining Southern Company position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 1,699 Southern Company shares in Q4 2019, an estimated $104K.
  • Whitener Capital Management first reported a position in Southern Company in Q1 2018 and held it in 6 quarters.
  • Whitener Capital Management's Southern Company position peaked at $104K in Q3 2019.
  • 1,445 funds tracked by Wall St. Rank held Southern Company as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.