Dimensional · SO Holdings Trend
Southern Company · SEC 13F
Dimensional Holdings of SO by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 3.9M | $255M | — |
| 2024Q2 | 4.2M | $292M | +14.7% |
| 2024Q3 | 4.4M | $338M | +15.6% |
| 2024Q4 | 4.5M | $324M | -4.0% |
| 2025Q1 | 3.9M | $308M | -5.2% |
| 2025Q2 | 4.7M | $361M | +17.4% |
| 2025Q3 | 3.8M | $336M | -7.1% |
| 2025Q4 | 4.8M | $384M | +14.3% |
| 2026Q1 | 3.9M | $386M | +0.5% |
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Data source: SEC EDGAR Form 13F