Aviva’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
Q1 | $1.81M | Hold |
18,714
| – | – | ﹤0.01% | 622 |
|
|
2025
Q4 | $1.63M | Hold |
18,714
| – | – | ﹤0.01% | 639 |
|
|
2025
Q3 | $1.77M | Hold |
18,714
| – | – | ﹤0.01% | 640 |
|
|
2025
Q2 | $1.72M | Buy |
18,714
+771
| +4% | +$69.2K | ﹤0.01% | 642 |
|
|
2025
Q1 | $1.65M | Hold |
17,943
| – | – | ﹤0.01% | 591 |
|
|
2024
Q4 | $1.48M | Hold |
17,943
| – | – | ﹤0.01% | 609 |
|
|
2024
Q3 | $1.62M | Buy |
17,943
+337
| +2% | +$28.8K | ﹤0.01% | 561 |
|
|
2024
Q2 | $1.37M | Buy |
17,606
+601
| +4% | +$45.5K | ﹤0.01% | 618 |
|
|
2024
Q1 | $1.22M | Buy |
17,005
+433
| +3% | +$29.9K | ﹤0.01% | 647 |
|
|
2023
Q4 | $1.16M | Hold |
16,572
| – | – | ﹤0.01% | 662 |
|
|
2023
Q3 | $1.07M | Hold |
16,572
| – | – | ﹤0.01% | 689 |
|
|
2023
Q2 | $1.16M | Buy |
16,572
+687
| +4% | +$49.3K | ﹤0.01% | 803 |
|
|
2023
Q1 | $1.11M | Hold |
15,885
| – | – | 0.01% | 848 |
|
|
2022
Q4 | $1.13M | Sell |
15,885
-139
| -0.9% | -$9.29K | 0.01% | 772 |
|
|
2022
Q3 | $1.09M | Sell |
16,024
-133,655
| -89% | -$10.1M | 0.01% | 901 |
|
|
2022
Q2 | $10.7M | Sell |
149,679
-46,260
| -24% | -$3.4M | 0.06% | 426 |
|
|
2022
Q1 | $14.2M | Sell |
195,939
-121,644
| -38% | -$8.24M | 0.07% | 348 |
|
|
2021
Q4 | $21.8M | Sell |
317,583
-6,032
| -2% | -$385K | 0.09% | 210 |
|
|
2021
Q3 | $20.1M | Sell |
323,615
-18,066
| -5% | -$1.16M | 0.09% | 222 |
|
|
2021
Q2 | $20.7M | Sell |
341,681
-10,144
| -3% | -$649K | 0.09% | 226 |
|
|
2021
Q1 | $21.9M | Buy |
351,825
+1,675
| +0.5% | +$100K | 0.11% | 187 |
|
|
2020
Q4 | $21.5M | Buy |
350,150
+9,150
| +3% | +$550K | 0.11% | 182 |
|
|
2020
Q3 | $18.5M | Sell |
341,000
-10,916
| -3% | -$583K | 0.11% | 170 |
|
|
2020
Q2 | $18.2M | Sell |
351,916
-14,098
| -4% | -$784K | 0.11% | 157 |
|
|
2020
Q1 | $19.8M | Buy |
366,014
+388
| +0.1% | +$24.6K | 0.15% | 132 |
|
|
2019
Q4 | $23.3M | Sell |
365,626
-1,687
| -0.5% | -$105K | 0.14% | 142 |
|
|
2019
Q3 | $22.7M | Sell |
367,313
-16,673
| -4% | -$966K | 0.15% | 135 |
|
|
2019
Q2 | $21.2M | Sell |
383,986
-5,720
| -1% | -$306K | 0.15% | 146 |
|
|
2019
Q1 | $20.1M | Buy |
389,706
+1,147
| +0.3% | +$56.2K | 0.14% | 158 |
|
|
2018
Q4 | $17.1M | Sell |
388,559
-102,787
| -21% | -$4.67M | 0.13% | 173 |
|
|
2018
Q3 | $21.4M | Sell |
491,346
-18,991
| -4% | -$875K | 0.12% | 183 |
|
|
2018
Q2 | $23.6M | Buy |
510,337
+3,387
| +0.7% | +$152K | 0.14% | 161 |
|
|
2018
Q1 | $22.6M | Sell |
506,950
-46,834
| -8% | -$2.08M | 0.14% | 159 |
|
|
2017
Q4 | $26.6M | Sell |
553,784
-79,757
| -13% | -$4.06M | 0.15% | 153 |
|
|
2017
Q3 | $31.1M | Buy |
633,541
+5,676
| +0.9% | +$275K | 0.17% | 145 |
|
|
2017
Q2 | $30.1M | Buy |
627,865
+20,875
| +3% | +$1.05M | 0.17% | 145 |
|
|
2017
Q1 | $30.2M | Sell |
606,990
-35,697
| -6% | -$1.76M | 0.17% | 132 |
|
|
2016
Q4 | $31.6M | Buy |
642,687
+40,550
| +7% | +$1.99M | 0.19% | 121 |
|
|
2016
Q3 | $30.9M | Buy |
602,137
+37,866
| +7% | +$1.99M | 0.19% | 112 |
|
|
2016
Q2 | $30.3M | Buy |
564,271
+98,840
| +21% | +$4.97M | 0.21% | 109 |
|
|
2016
Q1 | $24.1M | Buy |
465,431
+7,645
| +2% | +$372K | 0.18% | 124 |
|
|
2015
Q4 | $21.4M | Sell |
457,786
-1,635
| -0.4% | -$74.1K | 0.16% | 140 |
|
|
2015
Q3 | $20.5M | Sell |
459,421
-5,123
| -1% | -$225K | 0.17% | 144 |
|
|
2015
Q2 | $19.5M | Sell |
464,544
-14,190
| -3% | -$618K | 0.14% | 176 |
|
|
2015
Q1 | $21.2M | Buy |
478,734
+110,995
| +30% | +$5.27M | 0.15% | 156 |
|
|
2014
Q4 | $18.1M | Sell |
367,739
-630
| -0.2% | -$29.8K | 0.14% | 168 |
|
|
2014
Q3 | $16.1M | Buy |
368,369
+1,190
| +0.3% | +$52.3K | 0.13% | 187 |
|
|
2014
Q2 | $16.7M | Sell |
367,179
-72,561
| -17% | -$3.21M | 0.13% | 192 |
|
|
2014
Q1 | $19.3M | Sell |
439,740
-40,080
| -8% | -$1.68M | 0.16% | 160 |
|
|
2013
Q4 | $19.7M | Buy |
479,820
+259,227
| +118% | +$10.7M | 0.16% | 153 |
|
|
2013
Q3 | $9.08M | Buy |
220,593
+68,837
| +45% | +$2.97M | 0.08% | 274 |
|
|
2013
Q2 | $6.7M | Buy |
+151,756
| New | +$6.98M | 0.07% | 297 |
|
Other funds holding SO
VCM
VPM
Aviva's SO Position: Q1 2026 in Review
Aviva held its Southern Company (SO) position steady in Q1 2026 at 18,714 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #622.
Aviva first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.6M in Q4 2016. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Aviva held 18,714 shares of Southern Company worth $1.81M as of Q1 2026.
- Aviva left its Southern Company share count unchanged in Q1 2026.
- Southern Company made up ﹤0.01% of Aviva's portfolio in Q1 2026, its #622 holding.
- Aviva first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Aviva's Southern Company position peaked at $31.6M in Q4 2016.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Aviva's 13F filing for Q1 2026, filed 14 May 2026.