Wellington Management Group
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Wellington Management Group’s Southern Company SO Stock Holding History

Wellington Management Group’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$280M Buy
3,050,380
+11,347
+0.4% +$1.04M 0.05% 280
2025
Q1 		$279M Buy
3,039,033
+54,824
+2% +$5.04M 0.05% 269
2024
Q4 		$246M Sell
2,984,209
-42,503
-1% -$3.5M 0.05% 320
2024
Q3 		$273M Sell
3,026,712
-166,950
-5% -$15.1M 0.05% 324
2024
Q2 		$248M Sell
3,193,662
-244,056
-7% -$18.9M 0.04% 336
2024
Q1 		$247M Sell
3,437,718
-91,334
-3% -$6.55M 0.04% 353
2023
Q4 		$247M Buy
3,529,052
+934,447
+36% +$65.5M 0.05% 354
2023
Q3 		$168M Sell
2,594,605
-5,246,711
-67% -$340M 0.03% 408
2023
Q2 		$551M Buy
7,841,316
+1,268,943
+19% +$89.1M 0.1% 198
2023
Q1 		$457M Buy
6,572,373
+4,067,395
+162% +$283M 0.09% 217
2022
Q4 		$179M Buy
2,504,978
+15,571
+0.6% +$1.11M 0.04% 408
2022
Q3 		$169M Sell
2,489,407
-64,837
-3% -$4.41M 0.04% 405
2022
Q2 		$182M Sell
2,554,244
-43,529
-2% -$3.1M 0.04% 401
2022
Q1 		$188M Buy
2,597,773
+77,288
+3% +$5.6M 0.03% 429
2021
Q4 		$173M Buy
2,520,485
+17,103
+0.7% +$1.17M 0.03% 481
2021
Q3 		$155M Buy
2,503,382
+136,387
+6% +$8.45M 0.03% 505
2021
Q2 		$143M Sell
2,366,995
-691,065
-23% -$41.8M 0.02% 534
2021
Q1 		$190M Sell
3,058,060
-248,335
-8% -$15.4M 0.03% 439
2020
Q4 		$203M Buy
3,306,395
+2,295,430
+227% +$141M 0.04% 406
2020
Q3 		$54.8M Buy
+1,010,965
New +$54.8M 0.01% 674
2020
Q2 		– Sell
-1,173,828
Closed -$63.6M – 1958
2020
Q1 		$63.6M Sell
1,173,828
-362,039
-24% -$19.6M 0.02% 565
2019
Q4 		$97.8M Sell
1,535,867
-84,343
-5% -$5.37M 0.02% 573
2019
Q3 		$100M Sell
1,620,210
-81,914
-5% -$5.06M 0.02% 548
2019
Q2 		$94.1M Buy
1,702,124
+59,116
+4% +$3.27M 0.02% 581
2019
Q1 		$84.9M Buy
1,643,008
+89,270
+6% +$4.61M 0.02% 587
2018
Q4 		$68.2M Buy
1,553,738
+42,440
+3% +$1.86M 0.02% 624
2018
Q3 		$65.9M Buy
1,511,298
+364,466
+32% +$15.9M 0.01% 708
2018
Q2 		$53.1M Sell
1,146,832
-4,408
-0.4% -$204K 0.01% 773
2018
Q1 		$51.4M Buy
1,151,240
+202,105
+21% +$9.03M 0.01% 763
2017
Q4 		$45.6M Buy
949,135
+117,977
+14% +$5.67M 0.01% 795
2017
Q3 		$40.8M Sell
831,158
-54,205
-6% -$2.66M 0.01% 810
2017
Q2 		$42.4M Buy
885,363
+89,636
+11% +$4.29M 0.01% 786
2017
Q1 		$39.6M Buy
795,727
+202,787
+34% +$10.1M 0.01% 804
2016
Q4 		$29.2M Buy
592,940
+533,430
+896% +$26.2M 0.01% 882
2016
Q3 		$3.05M Sell
59,510
-101,432
-63% -$5.2M ﹤0.01% 1553
2016
Q2 		$8.63M Buy
160,942
+96,147
+148% +$5.16M ﹤0.01% 1183
2016
Q1 		$3.35M Buy
64,795
+1,479
+2% +$76.5K ﹤0.01% 1451
2015
Q4 		$2.96M Sell
63,316
-3,595
-5% -$168K ﹤0.01% 1511
2015
Q3 		$2.99M Sell
66,911
-103,639
-61% -$4.63M ﹤0.01% 1500
2015
Q2 		$7.15M Sell
170,550
-721,316
-81% -$30.2M ﹤0.01% 1304
2015
Q1 		$39.5M Sell
891,866
-1,698,494
-66% -$75.2M 0.01% 806
2014
Q4 		$127M Sell
2,590,360
-64,225
-2% -$3.15M 0.03% 438
2014
Q3 		$116M Sell
2,654,585
-1,432,316
-35% -$62.5M 0.03% 460
2014
Q2 		$185M Buy
4,086,901
+818,698
+25% +$37.2M 0.05% 378
2014
Q1 		$144M Buy
3,268,203
+3,194,187
+4,316% +$140M 0.04% 435
2013
Q4 		$3.04M Buy
74,016
+21,656
+41% +$890K ﹤0.01% 1607
2013
Q3 		$2.16M Buy
52,360
+1,954
+4% +$80.5K ﹤0.01% 1665
2013
Q2 		$2.23M Buy
+50,406
New +$2.23M ﹤0.01% 1615