Number of Shares
4.10 Mil
Current Holdings Value*
$377.00 Mil
% of Portfolio
5.7%
Total Estimate Gain
$142.94 Mil
% of Total Estimate Gain
53.91%

FRANKLIN UTILITIES FUND's Southern Co Holding Summary

As of 2025-03-31, FRANKLIN CUSTODIAN FUNDS held 4.10 Mil shares of Southern Co(SO), totaling $377.00 Mil. This investment constitutes 5.7% of their stock portfolio, and FRANKLIN CUSTODIAN FUNDS now holds 0.37% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2019Q3. And since then FRANKLIN UTILITIES FUND has made 4 purchases of SO, at an average price of $58.92, for a total of 4.50 Mil shares. In addition, there have been 3 sales at an average price of $78.95 for 400,000.00 shares. Based on historical transaction data and SO's current price of $91.83, FRANKLIN UTILITIES FUND's estimated gain on his SO holdings is $142.94 Mil, reflecting a 53.91% gain to date.

FRANKLIN UTILITIES FUND SO ($91.83) Holding Chart

FRANKLIN UTILITIES FUND SO ($91.83) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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