Massachusetts Financial Services’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
Q1 | $1.5B | Sell |
15,595,800
-705,185
| -4% | -$65.2M | 0.51% | 53 |
|
|
2025
Q4 | $1.42B | Sell |
16,300,985
-3,509,214
| -18% | -$320M | 0.46% | 65 |
|
|
2025
Q3 | $1.88B | Sell |
19,810,199
-521,648
| -3% | -$48.7M | 0.58% | 44 |
|
|
2025
Q2 | $1.87B | Sell |
20,331,847
-846,719
| -4% | -$76M | 0.59% | 44 |
|
|
2025
Q1 | $1.95B | Sell |
21,178,566
-741,841
| -3% | -$64.2M | 0.65% | 34 |
|
|
2024
Q4 | $1.8B | Sell |
21,920,407
-3,245,816
| -13% | -$285M | 0.57% | 41 |
|
|
2024
Q3 | $2.27B | Sell |
25,166,223
-696,149
| -3% | -$59.5M | 0.68% | 28 |
|
|
2024
Q2 | $2.01B | Sell |
25,862,372
-453,941
| -2% | -$34.4M | 0.62% | 37 |
|
|
2024
Q1 | $1.89B | Buy |
26,316,313
+896,697
| +4% | +$61.9M | 0.56% | 45 |
|
|
2023
Q4 | $1.78B | Sell |
25,419,616
-684,281
| -3% | -$47M | 0.58% | 46 |
|
|
2023
Q3 | $1.69B | Sell |
26,103,897
-912,227
| -3% | -$63.3M | 0.59% | 43 |
|
|
2023
Q2 | $1.9B | Sell |
27,016,124
-360,393
| -1% | -$25.8M | 0.62% | 43 |
|
|
2023
Q1 | $1.9B | Buy |
27,376,517
+817,899
| +3% | +$55.1M | 0.65% | 39 |
|
|
2022
Q4 | $1.9B | Sell |
26,558,618
-1,096,715
| -4% | -$73.3M | 0.66% | 40 |
|
|
2022
Q3 | $1.88B | Sell |
27,655,333
-616,931
| -2% | -$46.7M | 0.7% | 36 |
|
|
2022
Q2 | $2.02B | Sell |
28,272,264
-1,021,173
| -3% | -$75M | 0.7% | 40 |
|
|
2022
Q1 | $2.12B | Sell |
29,293,437
-1,354,968
| -4% | -$91.8M | 0.63% | 43 |
|
|
2021
Q4 | $2.1B | Sell |
30,648,405
-174,170
| -0.6% | -$11.1M | 0.58% | 46 |
|
|
2021
Q3 | $1.91B | Sell |
30,822,575
-440,076
| -1% | -$28.3M | 0.56% | 48 |
|
|
2021
Q2 | $1.89B | Sell |
31,262,651
-712,371
| -2% | -$45.6M | 0.55% | 48 |
|
|
2021
Q1 | $1.99B | Sell |
31,975,022
-76,325
| -0.2% | -$4.57M | 0.61% | 41 |
|
|
2020
Q4 | $1.97B | Buy |
32,051,347
+3,218,412
| +11% | +$193M | 0.63% | 36 |
|
|
2020
Q3 | $1.56B | Buy |
28,832,935
+822,854
| +3% | +$44M | 0.57% | 43 |
|
|
2020
Q2 | $1.45B | Buy |
28,010,081
+1,066,616
| +4% | +$59.3M | 0.57% | 44 |
|
|
2020
Q1 | $1.46B | Buy |
26,943,465
+940,199
| +4% | +$59.6M | 0.7% | 34 |
|
|
2019
Q4 | $1.66B | Buy |
26,003,266
+898,413
| +4% | +$55.7M | 0.62% | 46 |
|
|
2019
Q3 | $1.55B | Buy |
25,104,853
+310,593
| +1% | +$18M | 0.62% | 45 |
|
|
2019
Q2 | $1.37B | Buy |
24,794,260
+2,753,995
| +12% | +$147M | 0.56% | 52 |
|
|
2019
Q1 | $1.14B | Buy |
22,040,265
+3,774,880
| +21% | +$185M | 0.48% | 65 |
|
|
2018
Q4 | $802M | Buy |
18,265,385
+41,277
| +0.2% | +$1.88M | 0.39% | 72 |
|
|
2018
Q3 | $795M | Buy |
18,224,108
+881,373
| +5% | +$40.6M | 0.33% | 81 |
|
|
2018
Q2 | $803M | Buy |
17,342,735
+2,552,028
| +17% | +$114M | 0.34% | 82 |
|
|
2018
Q1 | $661M | Buy |
14,790,707
+5,270,905
| +55% | +$234M | 0.28% | 96 |
|
|
2017
Q4 | $458M | Buy |
9,519,802
+7,329,520
| +335% | +$373M | 0.19% | 128 |
|
|
2017
Q3 | $108M | Buy |
+2,190,282
| New | +$106M | 0.05% | 262 |
|
|
2017
Q1 | – | Sell |
-6,261
| Closed | -$308K | – | 877 |
|
|
2016
Q4 | $308K | Sell |
6,261
-1,062,209
| -99% | -$52.2M | ﹤0.01% | 831 |
|
|
2016
Q3 | $54.8M | Buy |
1,068,470
+1,061,998
| +16,409% | +$55.9M | 0.03% | 344 |
|
|
2016
Q2 | $347K | Buy |
6,472
+1,507
| +30% | +$75.8K | ﹤0.01% | 819 |
|
|
2016
Q1 | $257K | Buy |
+4,965
| New | +$242K | ﹤0.01% | 821 |
|
|
2013
Q4 | – | Sell |
-241,847
| Closed | -$9.96M | – | 856 |
|
|
2013
Q3 | $9.96M | Sell |
241,847
-44,300
| -15% | -$1.91M | 0.01% | 554 |
|
|
2013
Q2 | $12.6M | Buy |
+286,147
| New | +$13.2M | 0.01% | 508 |
|
Other funds holding SO
VCM
VPM
Massachusetts Financial Services's SO Position: Q1 2026 in Review
Massachusetts Financial Services reduced its Southern Company (SO) stake by 4.3% in Q1 2026, selling an estimated $65.2M and leaving 15,595,800 shares worth $1.5B. The position accounts for 0.51% of the portfolio, ranked #53.
Massachusetts Financial Services first reported a position in SO in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.27B in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Massachusetts Financial Services held 15,595,800 shares of Southern Company worth $1.5B as of Q1 2026.
- Massachusetts Financial Services sold 705,185 Southern Company shares in Q1 2026, an estimated $65.2M.
- Southern Company made up 0.51% of Massachusetts Financial Services's portfolio in Q1 2026, its #53 holding.
- Massachusetts Financial Services first reported a position in Southern Company in Q2 2013 and has held it in 41 quarters since.
- Massachusetts Financial Services's Southern Company position peaked at $2.27B in Q3 2024.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.