Baird Financial 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 | $28.5M | Sell |
298,169
-1,304
| -0.4% | -$123K | 0.04% | 295 |
|
|
2026
Q1 | $28.9M | Sell |
299,473
-2,128
| -0.7% | -$197K | 0.05% | 276 |
|
|
2025
Q4 | $26.3M | Sell |
301,601
-10,880
| -3% | -$993K | 0.04% | 304 |
|
|
2025
Q3 | $29.6M | Sell |
312,481
-1,164
| -0.4% | -$109K | 0.05% | 285 |
|
|
2025
Q2 | $28.8M | Buy |
313,645
+33,995
| +12% | +$3.05M | 0.05% | 282 |
|
|
2025
Q1 | $25.7M | Sell |
279,650
-2,725
| -1% | -$236K | 0.05% | 296 |
|
|
2024
Q4 | $23.2M | Sell |
282,375
-8,325
| -3% | -$730K | 0.04% | 311 |
|
|
2024
Q3 | $26.2M | Sell |
290,700
-16,037
| -5% | -$1.37M | 0.05% | 296 |
|
|
2024
Q2 | $23.8M | Sell |
306,737
-12,926
| -4% | -$980K | 0.05% | 291 |
|
|
2024
Q1 | $22.9M | Sell |
319,663
-21,748
| -6% | -$1.5M | 0.05% | 301 |
|
|
2023
Q4 | $23.9M | Buy |
341,411
+33,041
| +11% | +$2.27M | 0.05% | 287 |
|
|
2023
Q3 | $20M | Sell |
308,370
-4,347
| -1% | -$302K | 0.05% | 288 |
|
|
2023
Q2 | $22M | Sell |
312,717
-12,056
| -4% | -$865K | 0.06% | 280 |
|
|
2023
Q1 | $22.6M | Sell |
324,773
-3,441
| -1% | -$232K | 0.06% | 283 |
|
|
2022
Q4 | $23.4M | Buy |
328,214
+16,498
| +5% | +$1.1M | 0.06% | 276 |
|
|
2022
Q3 | $21.2M | Buy |
311,716
+12,066
| +4% | +$914K | 0.06% | 280 |
|
|
2022
Q2 | $21.4M | Sell |
299,650
-10,709
| -3% | -$786K | 0.06% | 294 |
|
|
2022
Q1 | $22.5M | Sell |
310,359
-1,317
| -0.4% | -$89.2K | 0.06% | 294 |
|
|
2021
Q4 | $21.4M | Buy |
311,676
+676
| +0.2% | +$43.1K | 0.05% | 307 |
|
|
2021
Q3 | $19.3M | Buy |
311,000
+17,418
| +6% | +$1.12M | 0.05% | 316 |
|
|
2021
Q2 | $17.8M | Sell |
293,582
-10,229
| -3% | -$654K | 0.05% | 319 |
|
|
2021
Q1 | $18.9M | Buy |
303,811
+17,196
| +6% | +$1.03M | 0.05% | 307 |
|
|
2020
Q4 | $17.6M | Buy |
286,615
+12,900
| +5% | +$776K | 0.05% | 310 |
|
|
2020
Q3 | $14.8M | Buy |
273,715
+20,561
| +8% | +$1.1M | 0.05% | 312 |
|
|
2020
Q2 | $13.1M | Buy |
253,154
+5,175
| +2% | +$288K | 0.05% | 305 |
|
|
2020
Q1 | $13.4M | Sell |
247,979
-4,101
| -2% | -$260K | 0.06% | 281 |
|
|
2019
Q4 | $16.1M | Sell |
252,080
-747
| -0.3% | -$46.3K | 0.06% | 299 |
|
|
2019
Q3 | $15.6M | Buy |
252,827
+2,861
| +1% | +$166K | 0.06% | 284 |
|
|
2019
Q2 | $13.8M | Buy |
249,966
+128,537
| +106% | +$6.88M | 0.05% | 309 |
|
|
2019
Q1 | $6.28M | Buy |
121,429
+1,718
| +1% | +$84.2K | 0.04% | 394 |
|
|
2018
Q4 | $5.26M | Buy |
119,711
+10,317
| +9% | +$469K | 0.04% | 409 |
|
|
2018
Q3 | $4.72M | Sell |
109,394
-40,941
| -27% | -$1.89M | 0.03% | 460 |
|
|
2018
Q2 | $6.96M | Sell |
150,335
-778
| -0.5% | -$34.8K | 0.05% | 358 |
|
|
2018
Q1 | $6.75M | Sell |
151,113
-21,164
| -12% | -$940K | 0.05% | 360 |
|
|
2017
Q4 | $8.29M | Buy |
172,277
+4,743
| +3% | +$242K | 0.06% | 312 |
|
|
2017
Q3 | $8.23M | Buy |
167,534
+9,097
| +6% | +$441K | 0.06% | 304 |
|
|
2017
Q2 | $7.59M | Buy |
158,437
+4,104
| +3% | +$206K | 0.06% | 317 |
|
|
2017
Q1 | $7.68M | Sell |
154,333
-2,002
| -1% | -$98.9K | 0.06% | 309 |
|
|
2016
Q4 | $7.69M | Sell |
156,335
-22,298
| -12% | -$1.1M | 0.07% | 284 |
|
|
2016
Q3 | $9.16M | Buy |
178,633
+612
| +0.3% | +$32.2K | 0.08% | 251 |
|
|
2016
Q2 | $9.55M | Buy |
178,021
+3,953
| +2% | +$199K | 0.09% | 231 |
|
|
2016
Q1 | $9.01M | Buy |
174,068
+7,451
| +4% | +$363K | 0.09% | 241 |
|
|
2015
Q4 | $7.8M | Buy |
166,617
+34,768
| +26% | +$1.58M | 0.08% | 261 |
|
|
2015
Q3 | $5.89M | Sell |
131,849
-51,823
| -28% | -$2.27M | 0.06% | 292 |
|
|
2015
Q2 | $7.7M | Buy |
+183,672
| New | +$8M | 0.08% | 252 |
|
Other funds holding SO
Baird Financial Group's SO Position: Q2 2026 in Review
Baird Financial Group reduced its Southern Company (SO) stake by 0.44% in Q2 2026, selling an estimated $123K and leaving 298,169 shares worth $28.5M. The position accounts for 0.04% of the portfolio, ranked #295.
Baird Financial Group first reported a position in SO in Q2 2015 and has held it in 45 quarters since. The position peaked at $29.6M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Baird Financial Group held 298,169 shares of Southern Company worth $28.5M as of Q2 2026.
- Baird Financial Group sold 1,304 Southern Company shares in Q2 2026, an estimated $123K.
- Southern Company made up 0.04% of Baird Financial Group's portfolio in Q2 2026, its #295 holding.
- Baird Financial Group first reported a position in Southern Company in Q2 2015 and has held it in 45 quarters since.
- Baird Financial Group's Southern Company position peaked at $29.6M in Q3 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.