Geode Capital Management
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Geode Capital Management’s Southern Company SO Stock Holding History

Geode Capital Management’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 		$2.38B Buy
26,006,919
+241,572
+0.9% +$22.1M 0.17% 101
2025
Q1 		$2.36B Buy
25,765,347
+715,138
+3% +$65.5M 0.19% 94
2024
Q4 		$2.06B Buy
25,050,209
+528,870
+2% +$43.4M 0.16% 101
2024
Q3 		$2.2B Buy
24,521,339
+1,075,768
+5% +$96.7M 0.18% 98
2024
Q2 		$1.81B Buy
23,445,571
+1,264,650
+6% +$97.8M 0.16% 107
2024
Q1 		$1.59B Buy
22,180,921
+1,663,945
+8% +$119M 0.15% 122
2023
Q4 		$1.43B Buy
20,516,976
+393,102
+2% +$27.5M 0.15% 115
2023
Q3 		$1.3B Buy
20,123,874
+307,770
+2% +$19.9M 0.15% 118
2023
Q2 		$1.39B Buy
19,816,104
+452,511
+2% +$31.7M 0.16% 110
2023
Q1 		$1.34B Sell
19,363,593
-150,810
-0.8% -$10.5M 0.17% 108
2022
Q4 		$1.39B Buy
19,514,403
+584,893
+3% +$41.8M 0.2% 102
2022
Q3 		$1.29B Buy
18,929,510
+650,776
+4% +$44.3M 0.2% 93
2022
Q2 		$1.3B Buy
18,278,734
+699,711
+4% +$49.9M 0.19% 96
2022
Q1 		$1.27B Buy
17,579,023
+1,014,401
+6% +$73.4M 0.16% 109
2021
Q4 		$1.13B Buy
16,564,622
+480,757
+3% +$32.9M 0.14% 125
2021
Q3 		$994M Buy
16,083,865
+194,848
+1% +$12M 0.13% 127
2021
Q2 		$959M Buy
15,889,017
+607,206
+4% +$36.6M 0.13% 129
2021
Q1 		$948M Buy
15,281,811
+323,175
+2% +$20M 0.14% 123
2020
Q4 		$916M Buy
14,958,636
+142,467
+1% +$8.73M 0.15% 118
2020
Q3 		$801M Sell
14,816,169
-59,754
-0.4% -$3.23M 0.16% 118
2020
Q2 		$770M Sell
14,875,923
-133,156
-0.9% -$6.89M 0.16% 118
2020
Q1 		$811M Sell
15,009,079
-175,370
-1% -$9.47M 0.21% 96
2019
Q4 		$967M Buy
15,184,449
+310,440
+2% +$19.8M 0.2% 95
2019
Q3 		$919M Buy
14,874,009
+542,016
+4% +$33.5M 0.21% 92
2019
Q2 		$792M Buy
14,331,993
+758,805
+6% +$41.9M 0.19% 96
2019
Q1 		$701M Buy
13,573,188
+810,076
+6% +$41.9M 0.18% 102
2018
Q4 		$560M Buy
12,763,112
+1,188,667
+10% +$52.1M 0.17% 108
2018
Q3 		$504M Buy
11,574,445
+188,259
+2% +$8.19M 0.14% 140
2018
Q2 		$526M Buy
11,386,186
+258,773
+2% +$12M 0.16% 117
2018
Q1 		$496M Buy
11,127,413
+805,850
+8% +$35.9M 0.16% 121
2017
Q4 		$495M Buy
10,321,563
+342,203
+3% +$16.4M 0.17% 116
2017
Q3 		$489M Buy
9,979,360
+283,640
+3% +$13.9M 0.18% 108
2017
Q2 		$463M Buy
9,695,720
+122,449
+1% +$5.85M 0.18% 112
2017
Q1 		$476M Buy
9,573,271
+724,650
+8% +$36M 0.2% 100
2016
Q4 		$435M Buy
8,848,621
+300,417
+4% +$14.8M 0.2% 98
2016
Q3 		$438M Buy
8,548,204
+629,485
+8% +$32.2M 0.22% 87
2016
Q2 		$424M Buy
7,918,719
+236,127
+3% +$12.6M 0.23% 85
2016
Q1 		$397K Buy
7,682,592
+166,136
+2% +$8.58K 0.21% 90
2015
Q4 		$351M Buy
7,516,456
+5,779
+0.1% +$270K 0.2% 99
2015
Q3 		$335M Buy
7,510,677
+42,639
+0.6% +$1.9M 0.2% 97
2015
Q2 		$312M Buy
7,468,038
+87,988
+1% +$3.68M 0.18% 112
2015
Q1 		$326M Buy
7,380,050
+352,491
+5% +$15.6M 0.19% 107
2014
Q4 		$345M Buy
7,027,559
+302,003
+4% +$14.8M 0.21% 103
2014
Q3 		$293M Buy
6,725,556
+5,940
+0.1% +$259K 0.19% 107
2014
Q2 		$305M Sell
6,719,616
-20,513
-0.3% -$930K 0.2% 101
2014
Q1 		$296M Buy
6,740,129
+133,253
+2% +$5.85M 0.2% 101
2013
Q4 		$272M Buy
6,606,876
+391,598
+6% +$16.1M 0.19% 110
2013
Q3 		$256M Buy
6,215,278
+230,800
+4% +$9.5M 0.21% 95
2013
Q2 		$264M Buy
+5,984,478
New +$264M 0.23% 86