Franklin Resources’s Southern Company SO Stock Holding History

Franklin Resources’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.62B	Buy	16,809,309 +1,468,565	+10%	+$136M	0.4%	57
2025 Q4	$1.34B	Buy	15,340,744 +1,377,723	+10%	+$126M	0.33%	67
2025 Q3	$1.32B	Sell	13,963,021 -52,700	-0.4%	-$4.92M	0.33%	69
2025 Q2	$1.29B	Sell	14,015,721 -929,994	-6%	-$83.5M	0.34%	67
2025 Q1	$1.37B	Buy	14,945,715 +846,287	+6%	+$73.3M	0.4%	56
2024 Q4	$1.16B	Sell	14,099,428 -50,974	-0.4%	-$4.47M	0.32%	72
2024 Q3	$1.27B	Sell	14,150,402 -2,160,396	-13%	-$185M	0.36%	67
2024 Q2	$1.27B	Sell	16,310,798 -619,077	-4%	-$46.9M	0.39%	61
2024 Q1	$1.21B	Buy	16,929,875 +1,271,005	+8%	+$87.7M	0.38%	60
2023 Q4	$1.1B	Sell	15,658,870 -25,922	-0.2%	-$1.78M	0.51%	42
2023 Q3	$1.02B	Sell	15,684,792 -386,126	-2%	-$26.8M	0.52%	40
2023 Q2	$1.13B	Buy	16,070,918 +642,737	+4%	+$46.1M	0.54%	37
2023 Q1	$1.07B	Buy	15,428,181 +349,353	+2%	+$23.5M	0.54%	36
2022 Q4	$1.08B	Buy	15,078,828 +140,698	+0.9%	+$9.41M	0.56%	35
2022 Q3	$1.02B	Sell	14,938,130 -1,534,087	-9%	-$116M	0.55%	36
2022 Q2	$1.17B	Sell	16,472,217 -7,268,774	-31%	-$534M	0.58%	30
2022 Q1	$1.72B	Sell	23,740,991 -4,880,348	-17%	-$331M	0.69%	21
2021 Q4	$1.96B	Sell	28,621,339 -1,142,671	-4%	-$72.8M	0.71%	18
2021 Q3	$1.84B	Buy	29,764,010 +1,182,130	+4%	+$76.1M	0.7%	20
2021 Q2	$1.73B	Sell	28,581,880 -2,332,155	-8%	-$149M	0.66%	24
2021 Q1	$1.92B	Sell	30,914,035 -1,141,534	-4%	-$68.3M	0.78%	15
2020 Q4	$1.97B	Buy	32,055,569 +4,201,859	+15%	+$253M	0.83%	15
2020 Q3	$1.51B	Buy	27,853,710 +1,191,224	+4%	+$63.7M	0.73%	24
2020 Q2	$1.49B	Sell	26,662,486 -411,270	-2%	-$22.9M	0.77%	22
2020 Q1	$1.47B	Buy	27,073,756 +441,612	+2%	+$28M	0.98%	8
2019 Q4	$1.7B	Sell	26,632,144 -3,364,548	-11%	-$208M	0.89%	10
2019 Q3	$1.85B	Sell	29,996,692 -270,894	-0.9%	-$15.7M	1.01%	6
2019 Q2	$1.67B	Sell	30,267,586 -2,868,042	-9%	-$154M	0.89%	12
2019 Q1	$1.71B	Sell	33,135,628 -253,307	-0.8%	-$12.4M	0.92%	9
2018 Q4	$1.47B	Sell	33,388,935 -6,245,286	-16%	-$284M	0.89%	10
2018 Q3	$1.73B	Sell	39,634,221 -300,020	-0.8%	-$13.8M	0.86%	10
2018 Q2	$1.85B	Buy	39,934,241 +971,778	+2%	+$43.5M	0.95%	11
2018 Q1	$1.74B	Buy	38,962,463 +17,572,472	+82%	+$780M	0.88%	12
2017 Q4	$1.03B	Sell	21,389,991 -998,225	-4%	-$50.9M	0.49%	41
2017 Q3	$1.1B	Buy	22,388,216 +8,377	+0%	+$406K	0.54%	38
2017 Q2	$1.07B	Buy	22,379,839 +770,413	+4%	+$38.6M	0.53%	40
2017 Q1	$1.08B	Buy	21,609,426 +5,153,748	+31%	+$255M	0.55%	38
2016 Q4	$809M	Buy	16,455,678 +2,934,616	+22%	+$144M	0.42%	61
2016 Q3	$694M	Buy	13,521,062 +1,160,881	+9%	+$61.1M	0.36%	73
2016 Q2	$663M	Sell	12,360,181 -390,465	-3%	-$19.6M	0.36%	72
2016 Q1	$660M	Sell	12,750,646 -8,488,278	-40%	-$414M	0.35%	79
2015 Q4	$994M	Sell	21,238,924 -9,982,422	-32%	-$453M	0.5%	41
2015 Q3	$1.4B	Sell	31,221,346 -3,317,790	-10%	-$146M	0.69%	26
2015 Q2	$1.45B	Buy	34,539,136 +3,604,150	+12%	+$157M	0.66%	25
2015 Q1	$1.37B	Buy	30,934,986 +7,220	+0%	+$343K	0.62%	29
2014 Q4	$1.52B	Sell	30,927,766 -6,492,761	-17%	-$307M	0.69%	24
2014 Q3	$1.63B	Buy	37,420,527 +1,807,381	+5%	+$79.4M	0.75%	21
2014 Q2	$1.62B	Buy	35,613,146 +107,080	+0.3%	+$4.73M	0.71%	22
2014 Q1	$1.56B	Buy	35,506,066 +3,329,195	+10%	+$140M	0.74%	20
2013 Q4	$1.32B	Buy	32,176,871 +6,991,155	+28%	+$288M	0.65%	30
2013 Q3	$1.04B	Buy	25,185,716 +1,275,970	+5%	+$55M	0.55%	35
2013 Q2	$1.06B	Buy	+23,909,746	New	+$1.1B	0.6%	27