Number of Shares
80,776.00
Current Holdings Value*
$7.43 Mil
% of Portfolio
0.59%
Total Estimate Gain
$6.96 Mil
% of Total Estimate Gain
33.33%

MFS Total Return Series's Southern Co Holding Summary

As of 2025-03-31, MFS VARIABLE INSURANCE TRUST held 80,776.00 shares of Southern Co(SO), totaling $7.43 Mil. This investment constitutes 0.59% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST now holds 0.01% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2019Q3. And since then MFS Total Return Series has made 6 purchases of SO, at an average price of $60.10, for a total of 347,612.00 shares. In addition, there have been 14 sales at an average price of $76.94 for 266,836.00 shares. Based on historical transaction data and SO's current price of $90.67, MFS Total Return Series's estimated gain on his SO holdings is $6.96 Mil, reflecting a 33.33% gain to date.

MFS Total Return Series SO ($90.67) Holding Chart

MFS Total Return Series SO ($90.67) 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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