Capital International Investors
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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