M&G Investment Management’s Southern Company SO Stock Holding History

M&G Investment Management’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
2023 Q4	$6M	Hold	85,697	–	–	0.02%	278
2023 Q3	$5.57M	Buy	85,697 +5,047	+6%	+$350K	0.02%	280
2023 Q2	$5.65M	Buy	+80,650	New	+$5.78M	0.02%	277
2020 Q4	–	Sell	-3,729	Closed	-$201K	–	486
2020 Q3	$201K	Buy	+3,729	New	+$199K	﹤0.01%	432
2020 Q2	–	Sell	-20,791	Closed	-$1.12M	–	437
2020 Q1	$1.12M	Buy	20,791 +16,807	+422%	+$1.06M	0.01%	278
2019 Q4	$255K	Buy	+3,984	New	+$247K	﹤0.01%	403

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

M&G Investment Management's SO Position: Q4 2023 in Review

M&G Investment Management held its Southern Company (SO) position steady in Q4 2023 at 85,697 shares worth $6M. The position accounts for 0.02% of the portfolio, ranked #278.

M&G Investment Management first reported a position in SO in Q4 2019 and has held it in 6 quarters since. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

M&G Investment Management held 85,697 shares of Southern Company worth $6M as of Q4 2023.
M&G Investment Management left its Southern Company share count unchanged in Q4 2023.
Southern Company made up 0.02% of M&G Investment Management's portfolio in Q4 2023, its #278 holding.
M&G Investment Management first reported a position in Southern Company in Q4 2019 and has held it in 6 quarters since.
1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.