Tortoise Capital Advisors’s Southern Company SO Stock Holding History

Tortoise Capital Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.66M	Sell
2025 Q2	$3.6M	Buy
2024 Q4	–	Sell
2024 Q3	$10.9M	Sell
2024 Q2	$9.38M	Sell
2024 Q1	$9.81M	Buy
2023 Q4	$8.1M	Buy
2023 Q3	$6.8M	Buy
2023 Q2	$6.35M	Buy
2013 Q3	–	Sell
2013 Q2	$0	Buy