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 Q2	$7.11M	Sell	74,294 -23,476	-24%	-$2.21M	0.01%	210
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Baillie Gifford & Co's SO Position: Q2 2026 in Review

Baillie Gifford & Co reduced its Southern Company (SO) stake by 24% in Q2 2026, selling an estimated $2.21M and leaving 74,294 shares worth $7.11M. The position accounts for 0.01% of the portfolio, ranked #210.

Baillie Gifford & Co first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.5M in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Baillie Gifford & Co held 74,294 shares of Southern Company worth $7.11M as of Q2 2026.
Baillie Gifford & Co sold 23,476 Southern Company shares in Q2 2026, an estimated $2.21M.
Southern Company made up 0.01% of Baillie Gifford & Co's portfolio in Q2 2026, its #210 holding.
Baillie Gifford & Co first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
Baillie Gifford & Co's Southern Company position peaked at $14.5M in Q3 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.