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Morgan Stanley position in SO
SOUTHERN CO · Utilities
Latest position (Q2 2026)2.85M sh
Reported value held$3.14M
Portfolio Weight0.00%
First reportedQ3 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 5.00M | $309.62M | New |
| Q4 2021 | 6.23M | $427.24M | Add |
| Q1 2022 | 5.02M | $364.24M | Reduce |
| Q2 2022 | 8.68M | $618.93M | Add |
| Q3 2022 | 8.93M | $607.56M | Add |
| Q4 2022 | 9.19M | $656.30M | Add |
| Q1 2023 | 9.40M | $653.80M | Add |
| Q2 2023 | 9.46M | $664.72M | Add |
| Q3 2023 | 9.81M | $634.99M | Add |
| Q4 2023 | 10.58M | $741.77M | Add |
| Q1 2024 | 2.52M | $2.51M | Reduce |
| Q2 2024 | 775.00K | $790.53K | Reduce |
| Q3 2024 | 750.00K | $834.00K | Reduce |
| Q4 2024 | 750.00K | $789.15K | Hold |
| Q1 2025 | 12.21M | $1.12B | Add |
| Q2 2025 | 3.77M | $4.18M | Reduce |
| Q3 2025 | 3.40M | $3.78M | Reduce |
| Q4 2025 | 3.40M | $3.63M | Hold |
| Q1 2026 | 3.85M | $4.28M | Add |
| Q2 2026 | 2.85M | $3.14M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding SO
- Vanguard Group 108.06M sh · $9.42B · Q4 2025
- Capital World Investors 62.52M sh · $5.98B · Q2 2026
- Geode Capital Management 29.32M sh · $2.82B · Q2 2026
- Goldman Sachs Group 14.58M sh · $1.40B · Q2 2026
- Norges Bank Investment Management 14.36M sh · $1.37B · Q2 2026
- MFS Investment Management 13.83M sh · $1.32B · Q2 2026
- Northern Trust Corp 9.76M sh · $933.68M · Q2 2026
- Legal & General Investment Management America 7.70M sh · $737.26M · Q2 2026
- Charles Schwab Investment Management 7.39M sh · $706.97M · Q2 2026
- BNY Mellon 7.78M sh · $697.17M · Q2 2026
- National Pension Service of Korea 2.93M sh · $280.72M · Q2 2026
- Citadel Advisors 2.75M sh · $263.67M · Q2 2026