Wellington Management · SO Holdings Trend
Southern Company · SEC 13F
Wellington Management Holdings of SO by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 29.0M | $276M | — |
| 2024Q2 | 36.8M | $285M | +3.2% |
| 2024Q3 | 14.3M | $288M | +1.0% |
| 2024Q4 | 14.5M | $261M | -9.3% |
| 2025Q1 | 14.9M | $309M | +18.5% |
| 2025Q2 | 30.7M | $342M | +10.7% |
| 2025Q3 | 29.4M | $319M | -6.9% |
| 2025Q4 | 15.6M | $386M | +21.2% |
| 2026Q1 | 6.8M | $440M | +13.8% |
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Data source: SEC EDGAR Form 13F