Baillie Gifford & Co’s Southern Company SO Stock Holding History

Baillie Gifford & Co’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.44M	Sell	97,770 -56,848	-37%	-$5.26M	0.01%	212
2025 Q4	$13.5M	Buy	154,618 +1,888	+1%	+$172K	0.01%	209
2025 Q3	$14.5M	Buy	152,730 +130,758	+595%	+$12.2M	0.01%	210
2025 Q2	$2.02M	Sell	21,972 -2,667	-11%	-$240K	﹤0.01%	238
2025 Q1	$2.27M	Hold	24,639	–	–	﹤0.01%	236
2024 Q4	$2.03M	Buy	24,639 +2,408	+11%	+$211K	﹤0.01%	233
2024 Q3	$2M	Hold	22,231	–	–	﹤0.01%	239
2024 Q2	$1.72M	Buy	22,231 +4,731	+27%	+$359K	﹤0.01%	246
2024 Q1	$1.26M	Buy	+17,500	New	+$1.21M	﹤0.01%	257

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co's SO Position: Q1 2026 in Review

Baillie Gifford & Co reduced its Southern Company (SO) stake by 37% in Q1 2026, selling an estimated $5.26M and leaving 97,770 shares worth $9.44M. The position accounts for 0.01% of the portfolio, ranked #212.

Baillie Gifford & Co first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.5M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Baillie Gifford & Co held 97,770 shares of Southern Company worth $9.44M as of Q1 2026.
Baillie Gifford & Co sold 56,848 Southern Company shares in Q1 2026, an estimated $5.26M.
Southern Company made up 0.01% of Baillie Gifford & Co's portfolio in Q1 2026, its #212 holding.
Baillie Gifford & Co first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
Baillie Gifford & Co's Southern Company position peaked at $14.5M in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.