Mawer Investment Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$75.7M Sell
2025
Q2
$76.8M Sell
2025
Q1
$81.4M Sell
2024
Q4
$75.5M Sell
2024
Q3
$98M Buy
2024
Q2
$73.4M Sell
2024
Q1
$68.8M Buy
2023
Q4
$57M Buy
2023
Q3
$51.8M Sell
2023
Q2
$57.2M Sell
2023
Q1
$57.1M Buy
2022
Q4
$58.5M Buy
2022
Q3
$55.4M Buy
2022
Q2
$48.1M Buy
2022
Q1
$48.9M Buy
2021
Q4
$45.9M Buy
2021
Q3
$34.3M Buy
2021
Q2
$33.4M Buy