Fidelity Investments’s Southern Company SO Stock Holding History

Fidelity Investments’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.27B	Sell	24,741,464 -4,280,489	-15%	-$393M	0.13%	124
2025 Q1	$2.67B	Buy	29,021,953 +805,977	+3%	+$74.1M	0.17%	92
2024 Q4	$2.32B	Sell	28,215,976 -1,159,616	-4%	-$95.5M	0.14%	115
2024 Q3	$2.65B	Sell	29,375,592 -1,018,607	-3%	-$91.9M	0.16%	98
2024 Q2	$2.36B	Sell	30,394,199 -2,618,016	-8%	-$203M	0.15%	104
2024 Q1	$2.37B	Sell	33,012,215 -3,286,303	-9%	-$236M	0.16%	96
2023 Q4	$2.55B	Sell	36,298,518 -2,608,242	-7%	-$183M	0.2%	79
2023 Q3	$2.52B	Buy	38,906,760 +1,838,857	+5%	+$119M	0.22%	67
2023 Q2	$2.6B	Buy	37,067,903 +2,348,417	+7%	+$165M	0.22%	72
2023 Q1	$2.42B	Buy	34,719,486 +2,906,914	+9%	+$202M	0.22%	77
2022 Q4	$2.27B	Sell	31,812,572 -5,374,774	-14%	-$384M	0.23%	79
2022 Q3	$2.53B	Buy	37,187,346 +2,270,284	+7%	+$154M	0.26%	64
2022 Q2	$2.49B	Buy	34,917,062 +2,583,841	+8%	+$184M	0.25%	65
2022 Q1	$2.34B	Buy	32,333,221 +6,793,401	+27%	+$493M	0.19%	86
2021 Q4	$1.75B	Buy	25,539,820 +605,880	+2%	+$41.6M	0.13%	131
2021 Q3	$1.55B	Buy	24,933,940 +2,286,694	+10%	+$142M	0.12%	135
2021 Q2	$1.37B	Buy	22,647,246 +1,626,550	+8%	+$98.4M	0.11%	164
2021 Q1	$1.31B	Buy	21,020,696 +1,270,445	+6%	+$79M	0.11%	166
2020 Q4	$1.21B	Buy	19,750,251 +3,154,842	+19%	+$194M	0.11%	174
2020 Q3	$900M	Buy	16,595,409 +2,216,945	+15%	+$120M	0.09%	202
2020 Q2	$746M	Buy	14,378,464 +1,420,920	+11%	+$73.7M	0.08%	215
2020 Q1	$702M	Sell	12,957,544 -2,154,623	-14%	-$117M	0.1%	193
2019 Q4	$963M	Sell	15,112,167 -1,080,453	-7%	-$68.8M	0.11%	177
2019 Q3	$1B	Buy	16,192,620 +645,631	+4%	+$39.9M	0.12%	170
2019 Q2	$859M	Buy	15,546,989 +2,639,967	+20%	+$146M	0.1%	199
2019 Q1	$667M	Buy	12,907,022 +2,503,587	+24%	+$129M	0.08%	245
2018 Q4	$457M	Buy	10,403,435 +1,785,854	+21%	+$78.4M	0.06%	301
2018 Q3	$376M	Buy	8,617,581 +1,896,970	+28%	+$82.7M	0.04%	427
2018 Q2	$311M	Buy	6,720,611 +451,664	+7%	+$20.9M	0.04%	484
2018 Q1	$280M	Buy	6,268,947 +832,782	+15%	+$37.2M	0.03%	545
2017 Q4	$261M	Sell	5,436,165 -2,467,259	-31%	-$119M	0.03%	583
2017 Q3	$388M	Buy	7,903,424 +2,166,030	+38%	+$106M	0.05%	419
2017 Q2	$275M	Sell	5,737,394 -370,327	-6%	-$17.7M	0.03%	549
2017 Q1	$304M	Buy	6,107,721 +675,303	+12%	+$33.6M	0.04%	511
2016 Q4	$267M	Buy	5,432,418 +2,045,418	+60%	+$101M	0.04%	548
2016 Q3	$174M	Sell	3,387,000 -5,072,066	-60%	-$260M	0.02%	748
2016 Q2	$454M	Sell	8,459,066 -726,129	-8%	-$38.9M	0.06%	336
2016 Q1	$475M	Buy	9,185,195 +79,946	+0.9%	+$4.14M	0.07%	312
2015 Q4	$426M	Sell	9,105,249 -326,264	-3%	-$15.3M	0.06%	365
2015 Q3	$422M	Buy	9,431,513 +536,058	+6%	+$24M	0.06%	349
2015 Q2	$373M	Buy	8,895,455 +612,228	+7%	+$25.7M	0.05%	425
2015 Q1	$367M	Sell	8,283,227 -2,045,731	-20%	-$90.6M	0.05%	441
2014 Q4	$507M	Buy	10,328,958 +121,564	+1%	+$5.97M	0.07%	335
2014 Q3	$446M	Buy	10,207,394 +441,060	+5%	+$19.3M	0.06%	340
2014 Q2	$443M	Sell	9,766,334 -627,287	-6%	-$28.5M	0.06%	361
2014 Q1	$457M	Buy	10,393,621 +2,309,864	+29%	+$101M	0.06%	338
2013 Q4	$332M	Buy	8,083,757 +3,576,540	+79%	+$147M	0.05%	423
2013 Q3	$186M	Buy	4,507,217 +1,668,767	+59%	+$68.7M	0.03%	650
2013 Q2	$125M	Buy	+2,838,450	New	+$125M	0.02%	809