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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

M&G plc's SO Position: Q2 2026 in Review

M&G plc increased its Southern Company (SO) stake by 23% in Q2 2026, buying an estimated $482K and bringing the position to 26,957 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #285.

M&G plc first reported a position in SO in Q1 2024 and has held it in 5 quarters since. The position peaked at $5.65M in Q1 2024. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • M&G plc held 26,957 shares of Southern Company worth $2.59M as of Q2 2026.
  • M&G plc bought 5,120 Southern Company shares in Q2 2026, an estimated $482K.
  • Southern Company made up 0.01% of M&G plc's portfolio in Q2 2026, its #285 holding.
  • M&G plc first reported a position in Southern Company in Q1 2024 and has held it in 5 quarters since.
  • M&G plc's Southern Company position peaked at $5.65M in Q1 2024.
  • 2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.