Wellington Management Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $289M | Sell |
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|
2025
Q2 | $280M | Buy |
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|
2025
Q1 | $279M | Buy |
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|
2024
Q4 | $246M | Sell |
|
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|
2024
Q3 | $273M | Sell |
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|
2024
Q2 | $248M | Sell |
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|
2024
Q1 | $247M | Sell |
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|
2023
Q4 | $247M | Buy |
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|
2023
Q3 | $168M | Sell |
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|
2023
Q2 | $551M | Buy |
|
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|
2023
Q1 | $457M | Buy |
|
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|
2022
Q4 | $179M | Buy |
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|
2022
Q3 | $169M | Sell |
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|
2022
Q2 | $182M | Sell |
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|
2022
Q1 | $188M | Buy |
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|
2021
Q4 | $173M | Buy |
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|
2021
Q3 | $155M | Buy |
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|
2021
Q2 | $143M | Sell |
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|
2021
Q1 | $190M | Sell |
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|
2020
Q4 | $203M | Buy |
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|
2020
Q3 | $54.8M | Buy |
|
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $63.6M | Sell |
|
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|
2019
Q4 | $97.8M | Sell |
|
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|
2019
Q3 | $100M | Sell |
|
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|
2019
Q2 | $94.1M | Buy |
|
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|
2019
Q1 | $84.9M | Buy |
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|
2018
Q4 | $68.2M | Buy |
|
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|
2018
Q3 | $65.9M | Buy |
|
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|
2018
Q2 | $53.1M | Sell |
|
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|
2018
Q1 | $51.4M | Buy |
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|
2017
Q4 | $45.6M | Buy |
|
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|
2017
Q3 | $40.8M | Sell |
|
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|
2017
Q2 | $42.4M | Buy |
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|
2017
Q1 | $39.6M | Buy |
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|
2016
Q4 | $29.2M | Buy |
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|
2016
Q3 | $3.05M | Sell |
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|
2016
Q2 | $8.63M | Buy |
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|
2016
Q1 | $3.35M | Buy |
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|
2015
Q4 | $2.96M | Sell |
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|
2015
Q3 | $2.99M | Sell |
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|
2015
Q2 | $7.15M | Sell |
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|
2015
Q1 | $39.5M | Sell |
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|
2014
Q4 | $127M | Sell |
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|
2014
Q3 | $116M | Sell |
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|
2014
Q2 | $185M | Buy |
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|
2014
Q1 | $144M | Buy |
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|
2013
Q4 | $3.04M | Buy |
|
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|
2013
Q3 | $2.16M | Buy |
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|
2013
Q2 | $2.23M | Buy |
|