Capital Research Global Investors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.7M | Buy |
824,394
+281
| +0% | +$25.8K | 0.02% | 313 |
|
|
2025
Q1 | $75.8M | Buy |
824,113
+754,987
| +1,092% | +$69.4M | 0.02% | 319 |
|
|
2024
Q4 | $5.69M | Sell |
69,126
-2,308,980
| -97% | -$190M | ﹤0.01% | 418 |
|
|
2024
Q3 | $214M | Sell |
2,378,106
-51,874
| -2% | -$4.68M | 0.04% | 214 |
|
|
2024
Q2 | $188M | Buy |
2,429,980
+500,000
| +26% | +$38.8M | 0.04% | 224 |
|
|
2024
Q1 | $138M | Buy |
1,929,980
+500,000
| +35% | +$35.9M | 0.03% | 261 |
|
|
2023
Q4 | $100M | Sell |
1,429,980
-8,043,335
| -85% | -$564M | 0.02% | 279 |
|
|
2023
Q3 | $613M | Sell |
9,473,315
-2,436,851
| -20% | -$158M | 0.17% | 124 |
|
|
2023
Q2 | $837M | Buy |
11,910,166
+883,544
| +8% | +$62.1M | 0.22% | 102 |
|
|
2023
Q1 | $767M | Sell |
11,026,622
-253
| -0% | -$17.6K | 0.22% | 101 |
|
|
2022
Q4 | $787M | Sell |
11,026,875
-385,734
| -3% | -$27.5M | 0.24% | 102 |
|
|
2022
Q3 | $776M | Buy |
11,412,609
+7,320
| +0.1% | +$498K | 0.26% | 94 |
|
|
2022
Q2 | $813M | Buy |
11,405,289
+1,063
| +0% | +$75.8K | 0.25% | 89 |
|
|
2022
Q1 | $827M | Sell |
11,404,226
-534,587
| -4% | -$38.8M | 0.2% | 105 |
|
|
2021
Q4 | $819M | Buy |
11,938,813
+102,121
| +0.9% | +$7M | 0.18% | 119 |
|
|
2021
Q3 | $734M | Buy |
11,836,692
+260,530
| +2% | +$16.1M | 0.17% | 130 |
|
|
2021
Q2 | $700M | Buy |
11,576,162
+1,699,362
| +17% | +$103M | 0.16% | 131 |
|
|
2021
Q1 | $614M | Buy |
9,876,800
+929,207
| +10% | +$57.8M | 0.15% | 138 |
|
|
2020
Q4 | $550M | Buy |
8,947,593
+3,380,690
| +61% | +$208M | 0.14% | 148 |
|
|
2020
Q3 | $302M | Buy |
5,566,903
+509,307
| +10% | +$27.6M | 0.09% | 176 |
|
|
2020
Q2 | $262M | Buy |
+5,057,596
| New | +$262M | 0.08% | 182 |
|
|
2018
Q4 | – | Sell |
-5,763,448
| Closed | -$251M | – | 440 |
|
|
2018
Q3 | $251M | Sell |
5,763,448
-14,141,354
| -71% | -$617M | 0.07% | 211 |
|
|
2018
Q2 | $922M | Buy |
19,904,802
+4,562
| +0% | +$211K | 0.25% | 94 |
|
|
2018
Q1 | $889M | Buy |
19,900,240
+585,401
| +3% | +$26.1M | 0.25% | 103 |
|
|
2017
Q4 | $929M | Buy |
19,314,839
+4,391,056
| +29% | +$211M | 0.27% | 97 |
|
|
2017
Q3 | $733M | Sell |
14,923,783
-16,443
| -0.1% | -$808K | 0.22% | 114 |
|
|
2017
Q2 | $715M | Buy |
14,940,226
+3,015,226
| +25% | +$144M | 0.22% | 114 |
|
|
2017
Q1 | $594M | Sell |
11,925,000
-4,588,074
| -28% | -$228M | 0.19% | 127 |
|
|
2016
Q4 | $812M | Buy |
16,513,074
+2,659,074
| +19% | +$131M | 0.26% | 101 |
|
|
2016
Q3 | $711M | Buy |
13,854,000
+8,354,000
| +152% | +$429M | 0.23% | 113 |
|
|
2016
Q2 | $295M | Hold |
5,500,000
| – | – | 0.1% | 177 |
|
|
2016
Q1 | $285M | Hold |
5,500,000
| – | – | 0.1% | 183 |
|
|
2015
Q4 | $257M | Hold |
5,500,000
| – | – | 0.09% | 196 |
|
|
2015
Q3 | $246M | Hold |
5,500,000
| – | – | 0.09% | 202 |
|
|
2015
Q2 | $230M | Sell |
5,500,000
-2,500,000
| -31% | -$105M | 0.08% | 227 |
|
|
2015
Q1 | $354M | Sell |
8,000,000
-4,000,000
| -33% | -$177M | 0.12% | 175 |
|
|
2014
Q4 | $589M | Hold |
12,000,000
| – | – | 0.2% | 119 |
|
|
2014
Q3 | $524M | Hold |
12,000,000
| – | – | 0.18% | 133 |
|
|
2014
Q2 | $545M | Buy |
12,000,000
+750,000
| +7% | +$34M | 0.19% | 133 |
|
|
2014
Q1 | $494M | Buy |
11,250,000
+100,000
| +0.9% | +$4.39M | 0.18% | 135 |
|
|
2013
Q4 | $458M | Hold |
11,150,000
| – | – | 0.17% | 134 |
|
|
2013
Q3 | $459M | Hold |
11,150,000
| – | – | 0.18% | 131 |
|
|
2013
Q2 | $492M | Buy |
+11,150,000
| New | +$492M | 0.21% | 117 |
|