M&G plc
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M&G plc’s Southern Company SO Stock Holding History

M&G plc’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
Q3 		$1.82M Sell
21,942
-5,015
-19% -$457K 0.01% 280
2026
Q2 		$2.59M Buy
26,957
+5,120
+23% +$482K 0.01% 285
2026
Q1 		$2.12M Sell
21,837
-1,015
-4% -$93.9K 0.01% 301
2025
Q4 		$1.99M Buy
22,852
+3,023
+15% +$276K 0.01% 303
2025
Q3 		$1.88M Buy
+19,829
New +$1.85M 0.01% 311
2024
Q2 		– Sell
-78,438
Closed -$5.65M – 430
2024
Q1 		$5.65M Buy
+78,438
New +$5.41M 0.02% 283

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

M&G plc's SO Position: Q3 2026 in Review

M&G plc reduced its Southern Company (SO) stake by 19% in Q3 2026, selling an estimated $457K and leaving 21,942 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #280.

M&G plc first reported a position in SO in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.65M in Q1 2024. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • M&G plc held 21,942 shares of Southern Company worth $1.82M as of Q3 2026.
  • M&G plc sold 5,015 Southern Company shares in Q3 2026, an estimated $457K.
  • Southern Company made up 0.01% of M&G plc's portfolio in Q3 2026, its #280 holding.
  • M&G plc first reported a position in Southern Company in Q1 2024 and has held it in 6 quarters since.
  • M&G plc's Southern Company position peaked at $5.65M in Q1 2024.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on M&G plc's 13F filing for Q3 2026, filed 4 Nov 2026.