Energy Income Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117M | Sell |
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|
2025
Q1 | $133M | Buy |
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|
2024
Q4 | $87.8M | Buy |
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|
2024
Q3 | $30.6M | Sell |
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|
2024
Q2 | $87.8M | Sell |
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|
2024
Q1 | $94.8M | Buy |
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|
2023
Q4 | $88.6M | Buy |
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|
2023
Q3 | $54M | Buy |
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|
2023
Q2 | $55.8M | Sell |
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|
2023
Q1 | $93.8M | Sell |
|
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|
2022
Q4 | $97M | Buy |
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|
2022
Q3 | $62.6M | Sell |
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|
2022
Q2 | $116M | Sell |
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|
2022
Q1 | $126M | Buy |
|
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|
2021
Q4 | $93.8M | Sell |
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|
2021
Q3 | $109M | Buy |
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|
2021
Q2 | $33.6M | Sell |
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|
2021
Q1 | $56M | Sell |
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|
2020
Q4 | $65.3M | Sell |
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|
2020
Q3 | $60.4M | Buy |
|
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|
2020
Q2 | $23M | Buy |
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|
2020
Q1 | $20.8M | Buy |
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|
2019
Q4 | $923K | Buy |
|
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|
2019
Q3 | $857K | Buy |
|
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|
2019
Q2 | $753K | Sell |
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|
2019
Q1 | $3.38M | Sell |
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|
2018
Q4 | $2.88M | Sell |
|
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|
2018
Q3 | $2.96M | Sell |
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|
2018
Q2 | $65.3M | Sell |
|
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|
2018
Q1 | $69.4M | Buy |
|
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|
2017
Q4 | $62.2M | Buy |
|
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|
2017
Q3 | $60.8M | Buy |
|
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|
2017
Q2 | $55M | Buy |
|
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|
2017
Q1 | $33.4M | Buy |
|
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|
2016
Q4 | $27.9M | Buy |
|
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|
2016
Q3 | $24.8M | Buy |
|
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|
2016
Q2 | $24.7M | Buy |
|
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|
2016
Q1 | $22.3M | Buy |
|
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|
2015
Q4 | $11.5M | Sell |
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|
2015
Q3 | $13.2M | Sell |
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|
2015
Q2 | $22M | Sell |
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|
2015
Q1 | $25.4M | Sell |
|
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|
2014
Q4 | $42.7M | Sell |
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|
2014
Q3 | $98M | Sell |
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|
2014
Q2 | $105M | Sell |
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|
2014
Q1 | $102M | Buy |
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|
2013
Q4 | $90.9M | Sell |
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|
2013
Q3 | $94.9M | Buy |
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|
2013
Q2 | $95.8M | Buy |
|