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SO - Southern Co-The Stock Price, Fair Value and News
79.57
USD
+0.19
(+0.24%)
Market Closed
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SO
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Funds-Owners-Holders
Which funds bought or sold SO recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
1,496,640
2024-05-16
Meiji Yasuda Life Insurance Co
UNCHANGED
Premium
Premium
Premium
Premium
12,439
2024-05-16
Jaffetilchin Investment Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
12,681
2024-05-16
Ancora Advisors LLC
ADDED
Premium
Premium
Premium
Premium
10,245
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
78,636
2024-05-16
Colony Group, LLC
ADDED
Premium
Premium
Premium
Premium
247,525
2024-05-16
High Falls Advisors, Inc
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
183,177
2024-05-16
Tidal Investments LLC
REDUCED
Premium
Premium
Premium
Premium
24,849
2024-05-16
Arete Wealth Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
18,510
2024-05-16
Lumbard & Kellner, LLC
REDUCED
Premium
Premium
Premium
Premium
66,401
2024-05-16
Adalta Capital Management LLC
ADDED
Premium
Premium
Premium
Premium
27,896
2024-05-16
Garner Asset Management Corp
REDUCED
Premium
Premium
Premium
Premium
8,765
2024-05-16
Redwood Investment Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Semmax Financial Advisors Inc.
ADDED
Premium
Premium
Premium
Premium
3,948
2024-05-16
FSA Wealth Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,812
2024-05-16
DCM Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Beacon Capital Management, LLC
REDUCED
Premium
Premium
Premium
Premium
1,020
2024-05-16
Coppell Advisory Solutions Corp.
NEW
Premium
Premium
Premium
Premium
3,877
2024-05-16
Slagle Financial, LLC
REDUCED
Premium
Premium
Premium
Premium
6,899
2024-05-16
Pineridge Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
100
2024-05-16
Creekmur Asset Management LLC
REDUCED
Premium
Premium
Premium
Premium
66.00
2024-05-16
Global Financial Private Client, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
HANCOCK WHITNEY CORP
REDUCED
Premium
Premium
Premium
Premium
27,122
2024-05-16
COMERICA BANK
REDUCED
Premium
Premium
Premium
Premium
265,325
Rows per page:
10
25
50
All
1–25 of 1868
Which funds are the top buyers of SO?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
100,090,000
7,180,430,000
0.14%
BlackRock Inc.
77,705,300
5,574,580,000
0.13%
STATE STREET CORP
57,753,000
4,143,200,000
0.18%
FMR LLC
33,012,200
2,368,300,000
0.16%
JPMORGAN CHASE & CO
30,167,200
2,164,190,000
0.18%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
26,316,300
1,887,930,000
0.56%
Capital International Investors
23,994,700
1,721,380,000
0.35%
PRICE T ROWE ASSOCIATES INC /MD/
23,888,100
1,713,730,000
0.21%
Thrivent Financial for Lutherans
23,275,000
23,158,000
0.05%
GEODE CAPITAL MANAGEMENT, LLC
22,180,900
1,586,500,000
0.15%
Rows per page:
10
1–10 of 61
Which funds have put a big percent of portfolio in SO?
Fund Name
$ Value
% Port.
INCOME RESEARCH & MANAGEMENT
12,755,900
8.61%
ClearBridge Investments Ltd
172,119,000
4.90%
Legacy Capital Wealth Partners, LLC
6,218,350
4.42%
Windle Wealth, LLC
6,470,330
4.12%
Signature Wealth Management Group
8,749,710
3.98%
Carson Advisory Inc.
5,017,870
3.53%
Chronos Wealth Management, LLC
6,022,070
3.52%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
26,579,100
3.01%
Planning Capital Management Corp
4,012,660
2.93%
Aull & Monroe Investment Management Corp
6,347,600
2.90%
Rows per page:
10
1–10 of 90
Trend of No. of funds that hold SO
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
CONFLUENCE INVESTMENT MANAGEMENT LLC
128,413,000
Junto Capital Management LP
86,923,600
New Covenant Trust Company, N.A.
80,420,500
Brandywine Global Investment Management, LLC
60,096,700
Ceredex Value Advisors LLC
48,023,200
Point72 Asset Management, L.P.
45,506,800
Thrivent Financial for Lutherans
23,158,000
DDD Partners, LLC
21,095,200
Additions
Fund Name
% Increased
Spartan Planning & Wealth Management
46,500
Dakota Wealth Management
5,223
PFG Private Wealth Management, LLC
4,614
Financial Synergies Wealth Advisors, Inc.
3,628
EXCHANGE TRADED CONCEPTS, LLC
2,836
Colony Group, LLC
1,783
Bremer Bank National Association
1,559
ACADIAN ASSET MANAGEMENT LLC
1,361
Reductions
Fund Name
% Reduced
MARSHALL WACE, LLP
-99.78
NewSquare Capital LLC
-98.35
Penserra Capital Management LLC
-98.22
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
-97.7
CAROLINAS WEALTH CONSULTING LLC
-97.59
Mayflower Financial Advisors, LLC
-96.9
1620 INVESTMENT ADVISORS, INC.
-94.36
Creekmur Asset Management LLC
-94.12
Sold off
Fund Name
$ Sold
NORGES BANK
-631,068,000
Mn Services Vermogensbeheer B.V.
-20,643,000
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-17,245,500
Verity & Verity, LLC
-16,458,900
Graham Capital Management, L.P.
-13,656,100
HRT FINANCIAL LP
-8,795,000
CHURCHILL MANAGEMENT Corp
-6,317,940
Zimmer Partners, LP
-6,310,800