MFS Utilities Fund SO Holdings History

Number of Shares
1.08 Mil
Current Holdings Value*
$99.43 Mil
% of Portfolio
4.09%
Total Estimate Gain
$75.19 Mil
% of Total Estimate Gain
37.91%

MFS Utilities Fund's Southern Co Holding Summary

As of 2025-04-30, MFS SERIES TRUST VI held 1.08 Mil shares of Southern Co(SO), totaling $99.43 Mil. This investment constitutes 4.09% of their stock portfolio, and MFS SERIES TRUST VI now holds 0.1% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2020Q3. And since then MFS Utilities Fund has made 5 purchases of SO, at an average price of $57.52, for a total of 3.45 Mil shares. In addition, there have been 11 sales at an average price of $73.77 for 2.37 Mil shares. Based on historical transaction data and SO's current price of $91.51, MFS Utilities Fund's estimated gain on his SO holdings is $75.19 Mil, reflecting a 37.91% gain to date.

MFS Utilities Fund SO ($91.51) Holding Chart

MFS Utilities Fund SO ($91.51) 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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