Dimensional Fund Advisors LP Southern CO Transaction History

Dimensional Fund Advisors LP

$449 Billion
Q3 2025

A detailed history of Dimensional Fund Advisors LP transactions in Southern CO stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 2,526,346 shares of SO stock, worth $229 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,526,346

Previous 2,500,656 1.03%

Holding current value

$229 Million

Previous $230 Million 4.26%

% of portfolio

0.05%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$90.83 - $96.0 $2.33 Million - $2.47 Million	25,690 Added 1.03%	2,526,346 $239 Million
Q2 2025 Aug 12, 2025	BUY	$84.91 - $92.56 $1.22 Million - $1.33 Million	14,361 Added 0.58%	2,500,656 $230 Million
Q1 2025 May 13, 2025	BUY	$80.96 - $92.96 $3.67 Million - $4.21 Million	45,313 Added 1.86%	2,486,295 $229 Million
Q4 2024 Feb 13, 2025	BUY	$81.5 - $94.15 $5.24 Million - $6.06 Million	64,328 Added 2.71%	2,440,982 $201 Million
Q3 2024 Nov 07, 2024	SELL	$77.0 - $90.52 $322,399 - $379,007	-4,187 Reduced 0.18%	2,376,654 $214 Million

Q2 2024 Aug 09, 2024	BUY	$67.77 - $80.71 $20.1 Million - $24 Million	297,012 Added 14.25%	2,380,841 $185 Million
Q1 2024 May 10, 2024	BUY	$66.25 - $72.24 $6.95 Million - $7.58 Million	104,945 Added 5.3%	2,083,829 $149 Million
Q4 2023 Feb 07, 2024	BUY	$62.71 - $73.08 $1.18 Million - $1.38 Million	18,841 Added 0.96%	1,978,884 $139 Million
Q3 2023 Nov 09, 2023	SELL	$64.72 - $73.09 $1.12 Million - $1.26 Million	-17,240 Reduced 0.87%	1,960,043 $127 Million
Q2 2023 Aug 09, 2023	BUY	$68.97 - $75.66 $1.93 Million - $2.12 Million	27,973 Added 1.44%	1,977,283 $139 Million
Q1 2023 May 12, 2023	BUY	$62.32 - $72.5 $1.28 Million - $1.48 Million	20,473 Added 1.06%	1,949,310 $136 Million
Q4 2022 Feb 09, 2023	BUY	$63.44 - $72.26 $2.58 Million - $2.94 Million	40,709 Added 2.16%	1,928,837 $138 Million
Q3 2022 Nov 10, 2022	BUY	$68.0 - $80.16 $68,000 - $80,160	1,000 Added 0.05%	1,888,128 $128 Million
Q2 2022 Aug 12, 2022	SELL	$65.39 - $76.51 $1.63 Million - $1.91 Million	-24,987 Reduced 1.31%	1,887,128 $135 Million
Q1 2022 May 13, 2022	SELL	$62.84 - $72.51 $593,838 - $685,219	-9,450 Reduced 0.49%	1,912,115 $139 Million
Q4 2021 Feb 09, 2022	BUY	$61.1 - $68.58 $1.11 Million - $1.25 Million	18,237 Added 0.96%	1,921,565 $132 Million
Q3 2021 Nov 12, 2021	SELL	$61.34 - $67.32 $549,422 - $602,985	-8,957 Reduced 0.47%	1,903,328 $118 Million
Q2 2021 Aug 12, 2021	SELL	$60.46 - $66.42 $724,552 - $795,977	-11,984 Reduced 0.62%	1,912,285 $116 Million
Q1 2021 May 14, 2021	SELL	$56.72 - $62.32 $1.27 Million - $1.39 Million	-22,311 Reduced 1.15%	1,924,269 $120 Million
Q4 2020 Feb 25, 2021	BUY	$54.62 - $64.17 $106 Million - $125 Million	1,946,580 New	1,946,580 $120 Million

Others Institutions Holding SO

# of Institutions

2,538

Shares Held

783M

Call Options Held

4.68M

Put Options Held

3.59M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98.6B
Description
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...

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Dimensional Fund Advisors LP Southern CO Transaction History