XY Capital’s Southern Company SO Stock Holding History

XY Capital’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	-11,000	Closed	-$773K	–	170
2023 Q2	$773K	Buy	+11,000	New	+$789K	0.56%	53

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

XY Capital's SO Position: Q3 2023 in Review

XY Capital sold out of Southern Company (SO) in Q3 2023, closing a stake of 4,400 shares — an estimated $309K sold.

XY Capital first reported a position in SO in Q2 2023 and held it in 1 quarter. The position peaked at $309K in Q2 2023. 1,709 funds tracked by Wall St. Rank hold SO as of Q3 2023.

XY Capital reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
XY Capital sold 4,400 Southern Company shares in Q3 2023, an estimated $309K.
XY Capital first reported a position in Southern Company in Q2 2023 and held it in 1 quarter.
XY Capital's Southern Company position peaked at $309K in Q2 2023.
1,709 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on XY Capital's 13F filing for Q3 2023, filed 1 Nov 2023.