Morningstar Investment Management’s Southern Company SO Stock Holding History

Morningstar Investment Management’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$7.06M	Buy
2025 Q1	–	Sell
2024 Q4	$864K	Hold
2024 Q3	$943K	Buy
2024 Q2	$813K	Hold
2024 Q1	$752K	Hold
2023 Q4	$735K	Sell
2023 Q3	$685K	Hold
2023 Q2	$743K	Buy