Question 1

Does Morgan Stanley own SO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Morgan Stanley holds 13,539,685 shares of SO (Southern), worth $1.3B.

Question 2

How many shares of SO does Morgan Stanley own?

Accepted Answer

As of its Q2 2026 13F, Morgan Stanley holds 13,539,685 shares of SO (Southern).

Question 3

What is Morgan Stanley's SO position worth?

Accepted Answer

As of its Q2 2026 13F, Morgan Stanley's SO position is worth $1.3B.

Question 4

Is Morgan Stanley buying or selling SO?

Accepted Answer

In Q2 2026, Morgan Stanley increased its SO position by 624,619 shares (+4.8%).

Question 5

When did Morgan Stanley first buy SO?

Accepted Answer

Morgan Stanley already held SO in its Q2 2024 13F, the earliest on record, and has listed it in 9 quarterly 13F filings.

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	First report	11.1M	-	$864.7M	0.1%	$72.06	0

SO9 quarters

SO
9 quarters