Franklin Resources’s Southern Company SO Stock Holding History

Franklin Resources’s Portfolio SO Stock Details SO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.29B	Sell	14,015,721 -929,994	-6%	-$85.4M	0.34%	67
2025 Q1	$1.37B	Buy	14,945,715 +846,287	+6%	+$77.8M	0.4%	55
2024 Q4	$1.16B	Sell	14,099,428 -50,974	-0.4%	-$4.2M	0.32%	71
2024 Q3	$1.27B	Sell	14,150,402 -2,160,396	-13%	-$194M	0.36%	67
2024 Q2	$1.27B	Sell	16,310,798 -619,077	-4%	-$48M	0.39%	61
2024 Q1	$1.21B	Buy	16,929,875 +1,271,005	+8%	+$91.2M	0.38%	60
2023 Q4	$1.1B	Sell	15,658,870 -25,922	-0.2%	-$1.82M	0.51%	42
2023 Q3	$1.02B	Sell	15,684,792 -386,126	-2%	-$25M	0.52%	40
2023 Q2	$1.13B	Buy	16,070,918 +642,737	+4%	+$45.2M	0.54%	37
2023 Q1	$1.07B	Buy	15,428,181 +349,353	+2%	+$24.3M	0.54%	36
2022 Q4	$1.08B	Buy	15,078,828 +140,698	+0.9%	+$10M	0.56%	35
2022 Q3	$1.02B	Sell	14,938,130 -1,534,087	-9%	-$104M	0.55%	36
2022 Q2	$1.17B	Sell	16,472,217 -7,268,774	-31%	-$518M	0.58%	30
2022 Q1	$1.72B	Sell	23,740,991 -4,880,348	-17%	-$354M	0.69%	21
2021 Q4	$1.96B	Sell	28,621,339 -1,142,671	-4%	-$78.4M	0.71%	18
2021 Q3	$1.84B	Buy	29,764,010 +1,182,130	+4%	+$73.3M	0.69%	20
2021 Q2	$1.73B	Sell	28,581,880 -2,332,155	-8%	-$141M	0.66%	24
2021 Q1	$1.92B	Sell	30,914,035 -1,141,534	-4%	-$71M	0.78%	15
2020 Q4	$1.97B	Buy	32,055,569 +4,201,859	+15%	+$258M	0.83%	15
2020 Q3	$1.51B	Buy	27,853,710 +1,191,224	+4%	+$64.6M	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%	+$23.9M	0.98%	8
2019 Q4	$1.7B	Sell	26,632,144 -3,364,548	-11%	-$214M	0.89%	10
2019 Q3	$1.85B	Sell	29,996,692 -270,894	-0.9%	-$16.7M	1.01%	6
2019 Q2	$1.67B	Sell	30,267,586 -2,868,042	-9%	-$159M	0.89%	12
2019 Q1	$1.71B	Sell	33,135,628 -253,307	-0.8%	-$13.1M	0.92%	9
2018 Q4	$1.47B	Sell	33,388,935 -6,245,286	-16%	-$274M	0.89%	10
2018 Q3	$1.73B	Sell	39,634,221 -300,020	-0.8%	-$13.1M	0.86%	10
2018 Q2	$1.85B	Buy	39,934,241 +971,778	+2%	+$45M	0.95%	11
2018 Q1	$1.74B	Buy	38,962,463 +17,572,472	+82%	+$785M	0.88%	12
2017 Q4	$1.03B	Sell	21,389,991 -998,225	-4%	-$48M	0.49%	41
2017 Q3	$1.1B	Buy	22,388,216 +8,377	+0%	+$412K	0.54%	38
2017 Q2	$1.07B	Buy	22,379,839 +770,413	+4%	+$36.9M	0.53%	40
2017 Q1	$1.08B	Buy	21,609,426 +5,153,748	+31%	+$257M	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%	+$59.6M	0.36%	73
2016 Q2	$663M	Sell	12,360,181 -390,465	-3%	-$20.9M	0.36%	72
2016 Q1	$660M	Sell	12,750,646 -8,488,278	-40%	-$439M	0.35%	79
2015 Q4	$994M	Sell	21,238,924 -9,982,422	-32%	-$467M	0.5%	41
2015 Q3	$1.4B	Sell	31,221,346 -3,317,790	-10%	-$148M	0.69%	26
2015 Q2	$1.45B	Buy	34,539,136 +3,604,150	+12%	+$151M	0.66%	25
2015 Q1	$1.37B	Buy	30,934,986 +7,220	+0%	+$320K	0.62%	29
2014 Q4	$1.52B	Sell	30,927,766 -6,492,761	-17%	-$319M	0.69%	24
2014 Q3	$1.63B	Buy	37,420,527 +1,807,381	+5%	+$78.9M	0.75%	21
2014 Q2	$1.62B	Buy	35,613,146 +107,080	+0.3%	+$4.86M	0.71%	22
2014 Q1	$1.56B	Buy	35,506,066 +3,329,195	+10%	+$146M	0.74%	20
2013 Q4	$1.32B	Buy	32,176,871 +6,991,155	+28%	+$287M	0.65%	30
2013 Q3	$1.04B	Buy	25,185,716 +1,275,970	+5%	+$52.5M	0.55%	35
2013 Q2	$1.06B	Buy	+23,909,746	New	+$1.06B	0.6%	27