Number of Shares
3,857.00
Current Holdings Value*
$354,650.00
% of Portfolio
0.45%
Total Estimate Gain
$57,726.43
% of Total Estimate Gain
7.76%

Federated Hermes Managed Volatility Fund II's Southern Co Holding Summary

As of 2025-03-31, Federated Hermes Managed Volatility Fund II held 3,857.00 shares of Southern Co(SO), totaling $354,650.00. This investment constitutes 0.45% of their stock portfolio, and Federated Hermes Managed Volatility Fund II now holds 0% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2020Q1. And since then Federated Hermes Managed Volatility Fund II has made 6 purchases of SO, at an average price of $72.57, for a total of 10,246.00 shares. In addition, there have been 5 sales at an average price of $70.88 for 6,389.00 shares. Based on historical transaction data and SO's current price of $90.35, Federated Hermes Managed Volatility Fund II's estimated gain on his SO holdings is $57,726.43, reflecting a 7.76% gain to date.

Federated Hermes Managed Volatility Fund II SO ($90.35) Holding Chart

Federated Hermes Managed Volatility Fund II SO ($90.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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