Morgan Stanley
SOLN

Morgan Stanley’s The Southern Company SOLN Stock Holding History

Morgan Stanley’s Portfolio SOLN Stock Details SOLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,720
Closed -$196K – 8190
2022
Q2 		$196K Sell
3,720
-4,666
-56% -$256K ﹤0.01% 5913
2022
Q1 		$459K Buy
8,386
+6,308
+304% +$332K ﹤0.01% 5458
2021
Q4 		$112K Sell
2,078
-24,066
-92% -$1.24M ﹤0.01% 6374
2021
Q3 		$1.33M Sell
26,144
-41,711
-61% -$2.19M ﹤0.01% 4869
2021
Q2 		$3.4M Buy
67,855
+13,748
+25% +$715K ﹤0.01% 4170
2021
Q1 		$2.77M Buy
54,107
+22,320
+70% +$1.12M ﹤0.01% 4000
2020
Q4 		$1.63M Buy
31,787
+137
+0.4% +$6.9K ﹤0.01% 4326
2020
Q3 		$1.47M Buy
31,650
+138
+0.4% +$6.33K ﹤0.01% 3923
2020
Q2 		$1.39M Sell
31,512
-26,208
-45% -$1.23M ﹤0.01% 3916
2020
Q1 		$2.64M Buy
57,720
+56,184
+3,658% +$2.94M ﹤0.01% 3100
2019
Q4 		$83K Sell
1,536
-189,584
-99% -$10M ﹤0.01% 5707
2019
Q3 		$10.2M Buy
+191,120
New +$10M ﹤0.01% 2097

Morgan Stanley's SOLN Position: Q3 2022 in Review

Morgan Stanley sold out of The Southern Company (SOLN) in Q3 2022, closing a stake of 3,720 shares — an estimated $196K sold.

Morgan Stanley first reported a position in SOLN in Q3 2019 and held it in 12 quarters. The position peaked at $10.2M in Q3 2019. 0 funds tracked by Wall St. Rank hold SOLN as of Q3 2022.

  • Morgan Stanley reported no remaining The Southern Company position as of Q3 2022 after selling out during the quarter.
  • Morgan Stanley sold 3,720 The Southern Company shares in Q3 2022, an estimated $196K.
  • Morgan Stanley first reported a position in The Southern Company in Q3 2019 and held it in 12 quarters.
  • Morgan Stanley's The Southern Company position peaked at $10.2M in Q3 2019.
  • 0 funds tracked by Wall St. Rank held The Southern Company as of Q3 2022.

Based on Morgan Stanley's 13F filing for Q3 2022, filed 14 Nov 2022.