Aberdeen Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.1M | Sell |
199,434
-241,825
| -55% | -$22.8M | 0.03% | 458 |
|
|
2026
Q1 | $42.6M | Buy |
441,259
+10,464
| +2% | +$968K | 0.07% | 242 |
|
|
2025
Q4 | $37.6M | Sell |
430,795
-2,617
| -0.6% | -$239K | 0.06% | 263 |
|
|
2025
Q3 | $40.7M | Sell |
433,412
-51,496
| -11% | -$4.81M | 0.06% | 244 |
|
|
2025
Q2 | $44.5M | Buy |
484,908
+34,875
| +8% | +$3.13M | 0.08% | 228 |
|
|
2025
Q1 | $41.2M | Buy |
450,033
+13,391
| +3% | +$1.16M | 0.08% | 222 |
|
|
2024
Q4 | $35.7M | Buy |
436,642
+11,909
| +3% | +$1.04M | 0.07% | 263 |
|
|
2024
Q3 | $38.3M | Buy |
424,733
+21,998
| +5% | +$1.88M | 0.07% | 254 |
|
|
2024
Q2 | $31.2M | Sell |
402,735
-47,719
| -11% | -$3.62M | 0.06% | 286 |
|
|
2024
Q1 | $32.3M | Buy |
450,454
+1,530
| +0.3% | +$106K | 0.06% | 287 |
|
|
2023
Q4 | $31.5M | Buy |
448,924
+188,814
| +73% | +$13M | 0.07% | 281 |
|
|
2023
Q3 | $16.8M | Sell |
260,110
-7,645
| -3% | -$531K | 0.04% | 352 |
|
|
2023
Q2 | $18.8M | Sell |
267,755
-3,326
| -1% | -$239K | 0.04% | 354 |
|
|
2023
Q1 | $18.9M | Buy |
271,081
+684
| +0.3% | +$46.1K | 0.05% | 358 |
|
|
2022
Q4 | $19.3M | Buy |
270,397
+12,371
| +5% | +$827K | 0.05% | 343 |
|
|
2022
Q3 | $17.5M | Buy |
258,026
+4,995
| +2% | +$378K | 0.05% | 335 |
|
|
2022
Q2 | $18M | Sell |
253,031
-9,272
| -4% | -$681K | 0.06% | 309 |
|
|
2022
Q1 | $19.1M | Sell |
262,303
-142,398
| -35% | -$9.64M | 0.05% | 314 |
|
|
2021
Q4 | $27.8M | Sell |
404,701
-42,367
| -9% | -$2.7M | 0.06% | 282 |
|
|
2021
Q3 | $27.8M | Sell |
447,068
-53,877
| -11% | -$3.47M | 0.06% | 287 |
|
|
2021
Q2 | $30.3M | Sell |
500,945
-42,440
| -8% | -$2.71M | 0.07% | 269 |
|
|
2021
Q1 | $33.8M | Buy |
543,385
+28,684
| +6% | +$1.72M | 0.08% | 248 |
|
|
2020
Q4 | $31.6M | Buy |
514,701
+1,816
| +0.4% | +$109K | 0.08% | 231 |
|
|
2020
Q3 | $27.8M | Sell |
512,885
-71,476
| -12% | -$3.82M | 0.07% | 215 |
|
|
2020
Q2 | $30.3M | Sell |
584,361
-12,149
| -2% | -$675K | 0.08% | 215 |
|
|
2020
Q1 | $32.3M | Sell |
596,510
-18,056
| -3% | -$1.14M | 0.1% | 163 |
|
|
2019
Q4 | $39.1M | Sell |
614,566
-24,137
| -4% | -$1.5M | 0.09% | 182 |
|
|
2019
Q3 | $39.5M | Sell |
638,703
-18,052
| -3% | -$1.05M | 0.1% | 175 |
|
|
2019
Q2 | $36.3M | Sell |
656,755
-17,469
| -3% | -$935K | 0.08% | 235 |
|
|
2019
Q1 | $34.8M | Buy |
674,224
+114,136
| +20% | +$5.59M | 0.08% | 248 |
|
|
2018
Q4 | $24.6M | Sell |
560,088
-4,044
| -0.7% | -$184K | 0.06% | 291 |
|
|
2018
Q3 | $24.6M | Buy |
564,132
+30,918
| +6% | +$1.42M | 0.05% | 344 |
|
|
2018
Q2 | $24.7M | Buy |
533,214
+63,323
| +13% | +$2.83M | 0.05% | 345 |
|
|
2018
Q1 | $21M | Buy |
469,891
+49,248
| +12% | +$2.19M | 0.04% | 343 |
|
|
2017
Q4 | $20.2M | Buy |
420,643
+11,397
| +3% | +$581K | 0.04% | 351 |
|
|
2017
Q3 | $20.1M | Buy |
+409,246
| New | +$19.8M | 0.04% | 343 |
|
Other funds holding SO
Aberdeen Group's SO Position: Q2 2026 in Review
Aberdeen Group reduced its Southern Company (SO) stake by 55% in Q2 2026, selling an estimated $22.8M and leaving 199,434 shares worth $19.1M. The position accounts for 0.03% of the portfolio, ranked #458.
Aberdeen Group first reported a position in SO in Q3 2017 and has held it in 36 quarters since. The position peaked at $44.5M in Q2 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Aberdeen Group held 199,434 shares of Southern Company worth $19.1M as of Q2 2026.
- Aberdeen Group sold 241,825 Southern Company shares in Q2 2026, an estimated $22.8M.
- Southern Company made up 0.03% of Aberdeen Group's portfolio in Q2 2026, its #458 holding.
- Aberdeen Group first reported a position in Southern Company in Q3 2017 and has held it in 36 quarters since.
- Aberdeen Group's Southern Company position peaked at $44.5M in Q2 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.