Miller Howard Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
30,335
+1,604
| +6% | +$147K | 0.09% | 95 |
|
|
2025
Q1 | $2.64M | Buy |
28,731
+2,322
| +9% | +$214K | 0.08% | 93 |
|
|
2024
Q4 | $2.17M | Buy |
26,409
+310
| +1% | +$25.5K | 0.07% | 95 |
|
|
2024
Q3 | $2.35M | Sell |
26,099
-1,243
| -5% | -$112K | 0.07% | 107 |
|
|
2024
Q2 | $2.12M | Sell |
27,342
-161
| -0.6% | -$12.5K | 0.07% | 109 |
|
|
2024
Q1 | $1.97M | Sell |
27,503
-10,962
| -28% | -$786K | 0.06% | 118 |
|
|
2023
Q4 | $2.7M | Sell |
38,465
-5,439
| -12% | -$381K | 0.09% | 112 |
|
|
2023
Q3 | $2.84M | Buy |
43,904
+7,273
| +20% | +$471K | 0.1% | 109 |
|
|
2023
Q2 | $2.57M | Buy |
36,631
+8,559
| +30% | +$601K | 0.09% | 115 |
|
|
2023
Q1 | $1.95M | Buy |
28,072
+4,853
| +21% | +$338K | 0.07% | 128 |
|
|
2022
Q4 | $1.66M | Buy |
+23,219
| New | +$1.66M | 0.06% | 132 |
|