SEC 13F Intelligence

Mawer Investment Management Ltd. / SO

Mawer Investment Management Ltd.’s Southern Co Position

Does Mawer Investment Management Ltd. own Southern Co (SO)? Yes — 3.42M shares worth $330M (+2.14% of its 13F portfolio) as of Q1 2026, up from 1.77M shares the prior filed quarter.

Position Value
$330M
Q1 2026
Shares
3.42M
% of Portfolio
+2.14%
Quarters Held
20
currently held

Position History SO

Reported value by quarter
Q2 ’21: $33MQ2 ’21Q3 ’21: $34MQ4 ’21: $46MQ1 ’22: $49MQ1 ’22Q2 ’22: $48MQ3 ’22: $55MQ4 ’22: $59MQ4 ’22Q1 ’23: $57MQ2 ’23: $57MQ3 ’23: $52MQ3 ’23Q4 ’23: $57MQ1 ’24: $69MQ2 ’24: $73MQ2 ’24Q3 ’24: $98MQ4 ’24: $76MQ1 ’25: $81MQ1 ’25Q2 ’25: $77MQ3 ’25: $76MQ4 ’25: $154MQ4 ’25Q1 ’26: $330Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.42M$330M+2.14%
Q4 20251.77M$154M+0.86%
Q3 2025798.3K$76M+0.39%
Q2 2025836.5K$77M+0.39%
Q1 2025885.7K$81M+0.39%
Q4 2024917.3K$76M+0.34%
Q3 20241.09M$98M+0.45%
Q2 2024946.5K$73M+0.35%
Q1 2024959.2K$69M+0.32%
Q4 2023813.1K$57M+0.29%
Q3 2023800.2K$52M+0.28%
Q2 2023814.9K$57M+0.30%
Q1 2023821.3K$57M+0.31%
Q4 2022819.2K$59M+0.33%
Q3 2022814.1K$55M+0.34%
Q2 2022674.8K$48M+0.27%
Q1 2022673.8K$49M+0.23%
Q4 2021669.1K$46M+0.21%
Q3 2021553.6K$34M+0.16%
Q2 2021551.7K$33M+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mawer Investment Management Ltd.’s full portfolio or all institutional holders of SO.