Robeco Institutional Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12M | Sell |
88,418
-115,837
| -57% | -$10.6M | 0.01% | 485 |
|
|
2025
Q1 | $18.8M | Buy |
204,255
+39,990
| +24% | +$3.68M | 0.04% | 346 |
|
|
2024
Q4 | $13.5M | Buy |
164,265
+25,818
| +19% | +$2.13M | 0.03% | 394 |
|
|
2024
Q3 | $12.5M | Buy |
138,447
+33,266
| +32% | +$3M | 0.02% | 404 |
|
|
2024
Q2 | $8.16M | Sell |
105,181
-6,069
| -5% | -$471K | 0.02% | 456 |
|
|
2024
Q1 | $7.98M | Sell |
111,250
-19,750
| -15% | -$1.42M | 0.02% | 469 |
|
|
2023
Q4 | $9.19M | Sell |
131,000
-5,961
| -4% | -$418K | 0.02% | 459 |
|
|
2023
Q3 | $8.86M | Buy |
136,961
+72,598
| +113% | +$4.7M | 0.02% | 451 |
|
|
2023
Q2 | $4.52M | Buy |
64,363
+43,227
| +205% | +$3.04M | 0.01% | 568 |
|
|
2023
Q1 | $1.47M | Sell |
21,136
-155,024
| -88% | -$10.8M | ﹤0.01% | 726 |
|
|
2022
Q4 | $12.6M | Sell |
176,160
-140,651
| -44% | -$10M | 0.04% | 388 |
|
|
2022
Q3 | $21.5M | Buy |
316,811
+21,193
| +7% | +$1.44M | 0.07% | 251 |
|
|
2022
Q2 | $21.1M | Sell |
295,618
-14,500
| -5% | -$1.03M | 0.07% | 267 |
|
|
2022
Q1 | $22.5M | Sell |
310,118
-5,101
| -2% | -$370K | 0.05% | 318 |
|
|
2021
Q4 | $21.6M | Sell |
315,219
-34,751
| -10% | -$2.38M | 0.05% | 329 |
|
|
2021
Q3 | $21.7M | Sell |
349,970
-76,405
| -18% | -$4.73M | 0.05% | 341 |
|
|
2021
Q2 | $25.8M | Buy |
426,375
+34,633
| +9% | +$2.1M | 0.06% | 317 |
|
|
2021
Q1 | $24.4M | Sell |
391,742
-170,179
| -30% | -$10.6M | 0.06% | 312 |
|
|
2020
Q4 | $34.5M | Sell |
561,921
-213,638
| -28% | -$13.1M | 0.09% | 237 |
|
|
2020
Q3 | $42.1M | Sell |
775,559
-365,755
| -32% | -$19.8M | 0.13% | 180 |
|
|
2020
Q2 | $59.2M | Sell |
1,141,314
-351,939
| -24% | -$18.2M | 0.2% | 124 |
|
|
2020
Q1 | $80.8M | Buy |
1,493,253
+56,816
| +4% | +$3.08M | 0.32% | 73 |
|
|
2019
Q4 | $91.5M | Buy |
1,436,437
+343,435
| +31% | +$21.9M | 0.29% | 84 |
|
|
2019
Q3 | $67.5M | Buy |
1,093,002
+170,174
| +18% | +$10.5M | 0.24% | 118 |
|
|
2019
Q2 | $51M | Sell |
922,828
-60,634
| -6% | -$3.35M | 0.18% | 157 |
|
|
2019
Q1 | $50.8M | Buy |
983,462
+61,279
| +7% | +$3.17M | 0.19% | 150 |
|
|
2018
Q4 | $40.5M | Buy |
922,183
+45,206
| +5% | +$1.99M | 0.18% | 159 |
|
|
2018
Q3 | $38.2M | Buy |
876,977
+75,812
| +9% | +$3.31M | 0.15% | 182 |
|
|
2018
Q2 | $37.1M | Sell |
801,165
-4,402
| -0.5% | -$204K | 0.17% | 159 |
|
|
2018
Q1 | $36M | Sell |
805,567
-1,044
| -0.1% | -$46.6K | 0.17% | 163 |
|
|
2017
Q4 | $38.8M | Sell |
806,611
-27,253
| -3% | -$1.31M | 0.2% | 136 |
|
|
2017
Q3 | $41M | Sell |
833,864
-328,329
| -28% | -$16.1M | 0.25% | 112 |
|
|
2017
Q2 | $55.6M | Sell |
1,162,193
-307,968
| -21% | -$14.7M | 0.36% | 84 |
|
|
2017
Q1 | $73.2M | Buy |
1,470,161
+79,067
| +6% | +$3.94M | 0.49% | 57 |
|
|
2016
Q4 | $68.4M | Buy |
1,391,094
+327,357
| +31% | +$16.1M | 0.54% | 52 |
|
|
2016
Q3 | $54.6M | Buy |
1,063,737
+102,193
| +11% | +$5.24M | 0.4% | 77 |
|
|
2016
Q2 | $51.6M | Buy |
961,544
+106,637
| +12% | +$5.72M | 0.39% | 84 |
|
|
2016
Q1 | $44.2M | Buy |
854,907
+13,553
| +2% | +$701K | 0.35% | 90 |
|
|
2015
Q4 | $39.4M | Buy |
841,354
+183,603
| +28% | +$8.59M | 0.34% | 98 |
|
|
2015
Q3 | $29.4M | Buy |
657,751
+59,316
| +10% | +$2.65M | 0.22% | 138 |
|
|
2015
Q2 | $25.1M | Sell |
598,435
-36,784
| -6% | -$1.54M | 0.19% | 154 |
|
|
2015
Q1 | $28.1M | Sell |
635,219
-10,271
| -2% | -$455K | 0.21% | 138 |
|
|
2014
Q4 | $31.7M | Buy |
645,490
+973
| +0.2% | +$47.8K | 0.23% | 123 |
|
|
2014
Q3 | $28.1M | Buy |
644,517
+122,845
| +24% | +$5.36M | 0.2% | 122 |
|
|
2014
Q2 | $23.7M | Buy |
521,672
+13,698
| +3% | +$622K | 0.17% | 150 |
|
|
2014
Q1 | $22.3M | Sell |
507,974
-68,164
| -12% | -$2.99M | 0.17% | 147 |
|
|
2013
Q4 | $23.7M | Buy |
576,138
+1,112
| +0.2% | +$45.7K | 0.2% | 123 |
|
|
2013
Q3 | $23.7M | Buy |
575,026
+18,902
| +3% | +$778K | 0.23% | 94 |
|
|
2013
Q2 | $24.5M | Buy |
+556,124
| New | +$24.5M | 0.25% | 86 |
|