AIEQ0.520%
as of Jul 20
SO
DefensiveSOUTHERN CO
The Southern Company, through its subsidiaries, engages in the sale of electricity. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets. It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at market-based rates in the wholesale market; and deploys microgrids for commercial, industrial, governmental, and utility customers.
Close · 3M
+0.17%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals4
Win rate75% (3/4)
Avg buy return+2.32%
AIEQ · Weight decrease · 2d
SOUTHERN CO presents a financial picture with a P/E of 24.71, a PBR of 2.67, 8.74% revenue growth, and a 12.28% ROE, figures that align with the "fundamentals + sentiment hybrid" style of AIEQ. However, AIEQ's highly active, daily rebalancing process, driven by IBM Watson's NLP analysis, registered a consecutive decrease in SO's weight, moving from 0.52% on July 15th to 0.51% on July 16th. This particular reduction transpired while SO's price was $96.07, positioning the stock at approximately 97% of its 52-week high, following a 6.2% gain over 30 days. The AI's risk overlay likely interpreted the elevated price relative to its historical range, or a shift in market sentiment from ingested data, as a signal to slightly scale back its holding in the utility company.
weight 0.530% → 0.510% (-0.020 pp)·stock up 2.4% in the 30 days before
Jul 16·entry $96.07·now $94.46
-1.68%
since Jul 16
AIEQ · Weight increase · 2d
AIEQ's reliance on IBM Watson NLP, which ingests daily news, filings, and social posts across thousands of US equities, likely identified a significant positive shift in sentiment or fundamental signals for Southern Co. The fund’s strategy of daily rebalancing and its high-turnover portfolio of 140-180 US stocks allowed for swift allocation adjustments, prompting a rapid increase in SO's weight from 0.37% to 0.53% by July 1st, and further to 0.54% by July 3rd. This accumulation occurred even as the stock was trading at $97.98, near 99% of its 52-week high. The AI's analysis likely factored in Southern Co’s solid 8.74% revenue growth alongside any real-time sentiment boosts detected by the NLP model.
weight 0.370% → 0.540% (+0.170 pp)·stock up 8.3% in the 30 days before
Jul 3·entry $95.99·now $94.46Fresh
-1.59%
since Jul 3
AIEQ · Weight increase · 2d
AIEQ's observed weight changes for SO depict a gradual, incrementally stepped accumulation from 0.34% to 0.37% over eight days, with a single minor reduction. This pattern directly reflects the ETF’s high-turnover nature and daily rebalancing, driven by IBM Watson NLP continuously processing news, filings, and social posts. For SO, trading at 94% of its 52-week high but with a recent 1.4% 30-day price dip, the system likely identified sustained positive sentiment or reinforcing fundamental data, such as its 8.74% revenue growth and 12.28% return on equity. The fund's hybrid style, blending fundamentals with sentiment, appears to be translating a consistent positive daily ranking into measured, repeated increases in exposure to SO, despite its elevated valuation.
weight 0.350% → 0.370% (+0.020 pp)·stock down 0.5% in the 30 days before
Jun 11·entry $93.27·now $94.46Fresh
+1.28%
since Jun 11
AIEQ · Weight increase · 2d
weight 0.340% → 0.360% (+0.020 pp)·stock up 0.7% in the 30 days before
Jun 7·entry $91.28·now $94.46Drifting
+3.48%
since Jun 7
AIEQ · New entry · 1d
weight 0 → 0.350% (new)·stock down 4.1% in the 30 days before
May 30·entry $89.03·now $94.46Drifting
+6.10%
since May 30
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.