Question 1

How many shares of SO does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 13.5M shares of SO (SOUTHERN CO).

Question 2

What is MORGAN STANLEY's SO position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's SO position is worth $1.3B.

Question 3

Is MORGAN STANLEY buying or selling SO?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their SO position (+4.8% change in shares).

Question 4

When did MORGAN STANLEY first buy SO?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in SO in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	13.5M	+4.8%	$1.3B	0.1%	$94.93	33
2026-Q1	Decreased	12.9M	-1.8%	$1.2B	0.1%	$94.94	0
2025-Q4	Decreased	13.1M	-5.8%	$1.1B	0.1%	$85.11	0
2025-Q3	Increased	14M	+8.6%	$1.3B	0.1%	$91.74	35
2025-Q2	Increased	12.9M	+5.4%	$1.2B	0.1%	$88.20	34
2025-Q1	Increased	12.2M	+6.2%	$1.1B	0.1%	$87.57	34
2024-Q4	Increased	11.5M	+2.0%	$946M	0.1%	$77.74	32
2024-Q3	Increased	11.3M	+1.1%	$1B	0.1%	$84.47	32
2024-Q2	New	11.1M	-	$864.7M	0.1%	$72.06	44

SO9 quarters

SO
9 quarters