William Frels - Mairs & Power
Holding/activity history for The Southern Co. (SO)
← All SO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2023 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $61.56–71.74 · VW $68.09i | SEC | |
| 2023 Q2 | 2,960 | <0.01 | Reduce 41.50% | <0.01 | $67.14–73.84 · VW $69.57i | $207,940 | SEC |
| 2023 Q1 | 5,060 | <0.01 | Add 44.57% | <0.01 | $61.73–75.80 · VW $69.09i | $352,075 | SEC |
| 2022 Q4 | 3,500 | <0.01 | $71.41 | $249,935 | SEC | ||
| 2022 Q3 | 3,500 | <0.01 | $68.00 | $238,000 | SEC | ||
| 2022 Q2 | 3,500 | <0.01 | $71.43 | $250,000 | SEC | ||
| 2022 Q1 | 3,500 | <0.01 | $72.57 | $254,000 | SEC | ||
| 2021 Q4 | 3,500 | <0.01 | Reduce 15.82% | <0.01 | $61.10–69.77 · VW $65.21i | $240,000 | SEC |
| 2021 Q3 | 4,158 | <0.01 | $62.05 | $258,000 | SEC | ||
| 2021 Q2 | 4,158 | <0.01 | $60.61 | $252,000 | SEC | ||
| 2021 Q1 | 4,158 | <0.01 | Reduce 2.39% | <0.01 | $57.02–66.93 · VW $62.62i | $258,000 | SEC |
| 2020 Q4 | 4,260 | <0.01 | Reduce 2.58% | <0.01 | $56.69–62.21 · VW $58.54i | $262,000 | SEC |
| 2020 Q3 | 4,373 | <0.01 | Reduce 5.59% | <0.01 | $51.22–64.93 · VW $58.67i | $237,000 | SEC |
| 2020 Q2 | 4,632 | <0.01 | $51.81 | $240,000 | SEC | ||
| 2020 Q1 | 4,632 | <0.01 | Add 4.87% | <0.01 | $41.96–68.56 · VW $55.86i | $251,000 | SEC |
| 2019 Q4 | 4,417 | <0.01 | $63.62 | $281,000 | SEC | ||
| 2019 Q3 | 4,417 | <0.01 | $61.81 | $273,000 | SEC | ||
| 2019 Q2 | 4,417 | <0.01 | $55.24 | $244,000 | SEC | ||
| 2019 Q1 | 4,417 | <0.01 | Buy | <0.01 | $49.35–54.77 · VW $52.54i | $228,000 | SEC |
| 2018 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $42.51–47.69 · VW $45.84i | SEC | |
| 2018 Q2 | 5,217 | <0.01 | Reduce 2.79% | <0.01 | $42.73–49.43 · VW $45.31i | $242,000 | SEC |
| 2018 Q1 | 5,367 | <0.01 | Buy | <0.01 | $42.42–46.75 · VW $44.69i | $240,000 | SEC |
| 2016 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $46.79–53.73 · VW $49.11i | SEC | |
| 2016 Q2 | 3,770 | <0.01 | Buy | <0.01 | $49.01–54.64 · VW $51.66i | $202,000 | SEC |
Price snapshot:
Current price$96.47
52-week low$82.46
52-week high$99.26