SO - Southern Co-The Stock Price, Fair Value and News
79.54USD+0.16 (+0.20%)Delayed
Which funds bought or sold SO recently?
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% |
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% |
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 |
| 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 |
| CAPITAL FUND MANAGEMENT S.A. | 13,207,600 |
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 |