XK
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Xact Kapitalforvaltning’s Southern Company SO Stock Holding History

Xact Kapitalforvaltning’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
Q1 		– Sell
-88,477
Closed -$3.89M – 1535
2018
Q4 		$3.89M Sell
88,477
-1,046
-1% -$47.5K 0.1% 195
2018
Q3 		$3.9M Sell
89,523
-13,658
-13% -$629K 0.08% 228
2018
Q2 		$4.78M Hold
103,181
– – 0.1% 195
2018
Q1 		$4.61M Buy
103,181
+10,028
+11% +$445K 0.1% 190
2017
Q4 		$4.48M Buy
93,153
+12,469
+15% +$635K 0.11% 199
2017
Q3 		$3.96M Buy
80,684
+2,626
+3% +$127K 0.11% 197
2017
Q2 		$3.74M Buy
78,058
+502
+0.6% +$25.2K 0.11% 203
2017
Q1 		$3.86M Buy
77,556
+7,383
+11% +$365K 0.12% 204
2016
Q4 		$3.45M Buy
70,173
+8,326
+13% +$409K 0.12% 200
2016
Q3 		$3.17M Buy
+61,847
New +$3.26M 0.11% 209

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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