Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  The Southern Co. (SO)
← All SO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2009   Q1 0 0.00 Sell 100.00% $26.48–31.86 · VW $28.92i SEC
2008   Q4 59 0.00 Buy $29.65–37.62 · VW $32.53i $2,000 SEC
2004   Q4 0 0.00 Sell 100.00% <0.01 $31.59–34.34 · VW $32.68i SEC
2004   Q3 628 <0.01 $30.25 $19,000 SEC
2004   Q2 628 <0.01 $28.66 $18,000 SEC
2004   Q1 628 <0.01 $30.25 $19,000 SEC
2003   Q4 628 <0.01 $30.25 $19,000 SEC
2003   Q3 628 <0.01 $28.66 $18,000 SEC
2003   Q2 628 <0.01 $31.85 $20,000 SEC
2003   Q1 628 <0.01 $28.44 $17,860 SEC
2002   Q4 628 <0.01 $28.66 $18,000 SEC
2002   Q3 628 <0.01 $28,780.25 $18,074,000 SEC
2002   Q2 628 <0.01 $27,399.68 $17,207,000 SEC
2002   Q1 628 <0.01 $26,490.45 $16,636,000 SEC
2001   Q4 628 <0.01 $25,350.32 $15,920,000 SEC
2001   Q3 628 0.01 $23,979.30 $15,059,000 SEC
2001   Q2 628 <0.01 Reduce 38.91% <0.01 $22.05–24.22 · VW $23.15i $14,601,000 SEC
2001   Q1 1,028 0.02 $21,436.95 $22,037,000 SEC
2000   Q4 1,028 0.01 $20,312.43 $20,881,000 SEC
2000   Q3 1,028 0.01 Buy 0.01 $16.80–21.38 · VW $19.15i $20,372,000 SEC
Price snapshot:
Current price$96.47
52-week low$82.46
52-week high$99.26