Capital International Investors’s Southern Company SO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.38B | Buy |
25,891,240
+120,040
| +0.5% | +$11M | 0.41% | 60 |
|
2025
Q1 | $2.37B | Sell |
25,771,200
-1,472,917
| -5% | -$135M | 0.47% | 56 |
|
2024
Q4 | $2.24B | Sell |
27,244,117
-1,285,824
| -5% | -$106M | 0.42% | 61 |
|
2024
Q3 | $2.57B | Sell |
28,529,941
-293,044
| -1% | -$26.4M | 0.49% | 58 |
|
2024
Q2 | $2.24B | Buy |
28,822,985
+4,828,252
| +20% | +$375M | 0.46% | 59 |
|
2024
Q1 | $1.72B | Buy |
23,994,733
+7,550,570
| +46% | +$542M | 0.35% | 81 |
|
2023
Q4 | $1.15B | Buy |
16,444,163
+5,707,845
| +53% | +$400M | 0.26% | 98 |
|
2023
Q3 | $695M | Buy |
10,736,318
+5,153,604
| +92% | +$334M | 0.18% | 128 |
|
2023
Q2 | $392M | Buy |
+5,582,714
| New | +$392M | 0.09% | 180 |
|
2017
Q2 | – | Sell |
-3,603,700
| Closed | -$179M | – | 252 |
|
2017
Q1 | $179M | Sell |
3,603,700
-1,312,900
| -27% | -$65.4M | 0.24% | 116 |
|
2016
Q4 | $242M | Buy |
4,916,600
+790,300
| +19% | +$38.9M | 0.35% | 90 |
|
2016
Q3 | $212M | Buy |
4,126,300
+901,000
| +28% | +$46.2M | 0.31% | 105 |
|
2016
Q2 | $173M | Buy |
3,225,300
+2,702,700
| +517% | +$145M | 0.25% | 115 |
|
2016
Q1 | $27M | Buy |
+522,600
| New | +$27M | 0.04% | 224 |
|