Envestnet Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227M | Sell |
2,475,729
-20,803
| -0.8% | -$1.91M | 0.07% | 279 |
|
|
2025
Q1 | $230M | Buy |
2,496,532
+56,938
| +2% | +$5.24M | 0.07% | 260 |
|
|
2024
Q4 | $201M | Buy |
2,439,594
+72,370
| +3% | +$5.96M | 0.06% | 279 |
|
|
2024
Q3 | $213M | Sell |
2,367,224
-174,889
| -7% | -$15.8M | 0.07% | 258 |
|
|
2024
Q2 | $197M | Buy |
2,542,113
+51,751
| +2% | +$4.01M | 0.07% | 258 |
|
|
2024
Q1 | $179M | Buy |
2,490,362
+3,334
| +0.1% | +$239K | 0.07% | 280 |
|
|
2023
Q4 | $174M | Buy |
2,487,028
+6,223
| +0.3% | +$436K | 0.07% | 271 |
|
|
2023
Q3 | $161M | Buy |
2,480,805
+485,562
| +24% | +$31.4M | 0.07% | 255 |
|
|
2023
Q2 | $140M | Buy |
1,995,243
+43,353
| +2% | +$3.05M | 0.06% | 262 |
|
|
2023
Q1 | $136M | Buy |
1,951,890
+181,177
| +10% | +$12.6M | 0.07% | 259 |
|
|
2022
Q4 | $126M | Buy |
1,770,713
+110,132
| +7% | +$7.86M | 0.07% | 260 |
|
|
2022
Q3 | $113M | Buy |
1,660,581
+126,753
| +8% | +$8.62M | 0.06% | 258 |
|
|
2022
Q2 | $109M | Buy |
1,533,828
+68,956
| +5% | +$4.92M | 0.06% | 264 |
|
|
2022
Q1 | $106M | Buy |
1,464,872
+50,656
| +4% | +$3.67M | 0.05% | 303 |
|
|
2021
Q4 | $97M | Buy |
1,414,216
+80,715
| +6% | +$5.54M | 0.05% | 321 |
|
|
2021
Q3 | $82.6M | Buy |
1,333,501
+75,538
| +6% | +$4.68M | 0.05% | 336 |
|
|
2021
Q2 | $76.1M | Buy |
1,257,963
+85,480
| +7% | +$5.17M | 0.04% | 341 |
|
|
2021
Q1 | $72.9M | Buy |
1,172,483
+140,792
| +14% | +$8.75M | 0.05% | 316 |
|
|
2020
Q4 | $63.4M | Buy |
1,031,691
+69,351
| +7% | +$4.26M | 0.05% | 296 |
|
|
2020
Q3 | $52.2M | Buy |
962,340
+18,763
| +2% | +$1.02M | 0.05% | 295 |
|
|
2020
Q2 | $48.9M | Buy |
943,577
+169,091
| +22% | +$8.77M | 0.05% | 288 |
|
|
2020
Q1 | $41.9M | Sell |
774,486
-221,220
| -22% | -$12M | 0.05% | 268 |
|
|
2019
Q4 | $63.4M | Buy |
995,706
+135,718
| +16% | +$8.65M | 0.07% | 231 |
|
|
2019
Q3 | $53.1M | Sell |
859,988
-66,594
| -7% | -$4.11M | 0.06% | 250 |
|
|
2019
Q2 | $51.2M | Buy |
926,582
+52,857
| +6% | +$2.92M | 0.06% | 227 |
|
|
2019
Q1 | $45.2M | Buy |
873,725
+227,905
| +35% | +$11.8M | 0.06% | 230 |
|
|
2018
Q4 | $28.4M | Buy |
645,820
+625,220
| +3,035% | +$27.5M | 0.04% | 284 |
|
|
2018
Q3 | $898K | Sell |
20,600
-131,208
| -86% | -$5.72M | ﹤0.01% | 770 |
|
|
2018
Q2 | $7.03M | Buy |
151,808
+5,113
| +3% | +$237K | 0.02% | 403 |
|
|
2018
Q1 | $6.58M | Buy |
146,695
+7,046
| +5% | +$316K | 0.02% | 329 |
|
|
2017
Q4 | $6.72M | Buy |
139,649
+48,213
| +53% | +$2.32M | 0.01% | 497 |
|
|
2017
Q3 | $4.49M | Sell |
91,436
-89,477
| -49% | -$4.39M | 0.01% | 594 |
|
|
2017
Q2 | $8.66M | Sell |
180,913
-38,166
| -17% | -$1.83M | 0.02% | 404 |
|
|
2017
Q1 | $10.9M | Buy |
219,079
+3,200
| +1% | +$159K | 0.03% | 339 |
|
|
2016
Q4 | $10.6M | Buy |
215,879
+56,655
| +36% | +$2.79M | 0.04% | 320 |
|
|
2016
Q3 | $8.17M | Sell |
159,224
-6,021
| -4% | -$309K | 0.03% | 419 |
|
|
2016
Q2 | $8.86M | Buy |
165,245
+14,317
| +9% | +$768K | 0.04% | 417 |
|
|
2016
Q1 | $7.81M | Buy |
150,928
+14,375
| +11% | +$744K | 0.03% | 428 |
|
|
2015
Q4 | $6.39M | Sell |
136,553
-1,924
| -1% | -$90K | 0.03% | 483 |
|
|
2015
Q3 | $6.19M | Sell |
138,477
-4,218
| -3% | -$189K | 0.03% | 476 |
|
|
2015
Q2 | $5.98M | Sell |
142,695
-49,258
| -26% | -$2.06M | 0.03% | 535 |
|
|
2015
Q1 | $8.5M | Buy |
191,953
+189,154
| +6,758% | +$8.38M | 0.04% | 409 |
|
|
2014
Q4 | $137K | Buy |
2,799
+1,472
| +111% | +$72K | ﹤0.01% | 1090 |
|
|
2014
Q3 | $58K | Sell |
1,327
-323
| -20% | -$14.1K | ﹤0.01% | 1472 |
|
|
2014
Q2 | $75K | Buy |
1,650
+666
| +68% | +$30.3K | ﹤0.01% | 1305 |
|
|
2014
Q1 | $43K | Sell |
984
-470
| -32% | -$20.5K | ﹤0.01% | 1406 |
|
|
2013
Q4 | $60K | Sell |
1,454
-1,928
| -57% | -$79.6K | ﹤0.01% | 1166 |
|
|
2013
Q3 | $139K | Buy |
3,382
+2,282
| +207% | +$93.8K | ﹤0.01% | 887 |
|
|
2013
Q2 | $49K | Buy |
+1,100
| New | +$49K | ﹤0.01% | 1173 |
|