MML Investors 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
Q2 | $41.1M | Buy |
429,658
+78,432
| +22% | +$7.38M | 0.08% | 246 |
|
|
2026
Q1 | $33.9M | Sell |
351,226
-35,041
| -9% | -$3.24M | 0.09% | 210 |
|
|
2025
Q4 | $33.7M | Buy |
386,267
+17,939
| +5% | +$1.64M | 0.08% | 240 |
|
|
2025
Q3 | $34.9M | Sell |
368,328
-24,006
| -6% | -$2.24M | 0.09% | 207 |
|
|
2025
Q2 | $36M | Buy |
392,334
+7,032
| +2% | +$632K | 0.1% | 199 |
|
|
2025
Q1 | $35.4M | Buy |
385,302
+31,709
| +9% | +$2.74M | 0.12% | 184 |
|
|
2024
Q4 | $29.1M | Buy |
353,593
+11,746
| +3% | +$1.03M | 0.1% | 205 |
|
|
2024
Q3 | $30.8M | Buy |
341,847
+21,497
| +7% | +$1.84M | 0.11% | 191 |
|
|
2024
Q2 | $24.9M | Sell |
320,350
-18,112
| -5% | -$1.37M | 0.1% | 208 |
|
|
2024
Q1 | $24.3M | Sell |
338,462
-4,744
| -1% | -$327K | 0.1% | 214 |
|
|
2023
Q4 | $24.1M | Buy |
343,206
+19,214
| +6% | +$1.32M | 0.11% | 201 |
|
|
2023
Q3 | $21M | Sell |
323,992
-27,210
| -8% | -$1.89M | 0.12% | 190 |
|
|
2023
Q2 | $24.7M | Buy |
351,202
+21,829
| +7% | +$1.57M | 0.14% | 172 |
|
|
2023
Q1 | $22.9M | Sell |
329,373
-3,716
| -1% | -$250K | 0.16% | 137 |
|
|
2022
Q4 | $23.8M | Buy |
333,089
+16,110
| +5% | +$1.08M | 0.16% | 147 |
|
|
2022
Q3 | $21.6M | Buy |
316,979
+60,189
| +23% | +$4.56M | 0.16% | 134 |
|
|
2022
Q2 | $18.3M | Buy |
256,790
+25,022
| +11% | +$1.84M | 0.14% | 173 |
|
|
2022
Q1 | $16.8M | Buy |
231,768
+16,371
| +8% | +$1.11M | 0.12% | 191 |
|
|
2021
Q4 | $14.8M | Buy |
215,397
+4,425
| +2% | +$282K | 0.11% | 204 |
|
|
2021
Q3 | $13.1M | Buy |
210,972
+21,966
| +12% | +$1.41M | 0.1% | 210 |
|
|
2021
Q2 | $11.4M | Buy |
189,006
+10,044
| +6% | +$642K | 0.1% | 231 |
|
|
2021
Q1 | $11.1M | Buy |
178,962
+12,072
| +7% | +$723K | 0.11% | 208 |
|
|
2020
Q4 | $10.3M | Buy |
166,890
+15,740
| +10% | +$946K | 0.11% | 195 |
|
|
2020
Q3 | $8.2M | Sell |
151,150
-494
| -0.3% | -$26.4K | 0.1% | 201 |
|
|
2020
Q2 | $7.86M | Buy |
151,644
+33,387
| +28% | +$1.86M | 0.11% | 202 |
|
|
2020
Q1 | $6.4M | Sell |
118,257
-33,445
| -22% | -$2.12M | 0.11% | 198 |
|
|
2019
Q4 | $9.66M | Buy |
151,702
+16,704
| +12% | +$1.04M | 0.14% | 175 |
|
|
2019
Q3 | $8.34M | Sell |
134,998
-51,623
| -28% | -$2.99M | 0.13% | 175 |
|
|
2019
Q2 | $10.3M | Buy |
186,621
+6,287
| +3% | +$337K | 0.15% | 164 |
|
|
2019
Q1 | $9.32M | Buy |
180,334
+29,923
| +20% | +$1.47M | 0.14% | 169 |
|
|
2018
Q4 | $6.61M | Sell |
150,411
-2,413
| -2% | -$110K | 0.12% | 196 |
|
|
2018
Q3 | $6.66M | Buy |
152,824
+39,337
| +35% | +$1.81M | 0.11% | 198 |
|
|
2018
Q2 | $5.26M | Buy |
113,487
+6,947
| +7% | +$311K | 0.11% | 188 |
|
|
2018
Q1 | $4.76M | Buy |
106,540
+8,886
| +9% | +$394K | 0.1% | 195 |
|
|
2017
Q4 | $4.7M | Sell |
97,654
-6,947
| -7% | -$354K | 0.09% | 198 |
|
|
2017
Q3 | $5.14M | Sell |
104,601
-4,843
| -4% | -$235K | 0.11% | 175 |
|
|
2017
Q2 | $5.24M | Buy |
109,444
+9,041
| +9% | +$453K | 0.1% | 174 |
|
|
2017
Q1 | $5M | Buy |
+100,403
| New | +$4.96M | 0.1% | 83 |
|
Other funds holding SO
MML Investors Services's SO Position: Q2 2026 in Review
MML Investors Services increased its Southern Company (SO) stake by 22% in Q2 2026, buying an estimated $7.38M and bringing the position to 429,658 shares worth $41.1M. The position accounts for 0.08% of the portfolio, ranked #246.
MML Investors Services first reported a position in SO in Q1 2017 and has held it in 38 quarters since. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- MML Investors Services held 429,658 shares of Southern Company worth $41.1M as of Q2 2026.
- MML Investors Services bought 78,432 Southern Company shares in Q2 2026, an estimated $7.38M.
- Southern Company made up 0.08% of MML Investors Services's portfolio in Q2 2026, its #246 holding.
- MML Investors Services first reported a position in Southern Company in Q1 2017 and has held it in 38 quarters since.
- 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.