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Banque Pictet & Cie’s Southern Company SO Stock Holding History

Banque Pictet & Cie’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 		– Sell
-27,427
Closed -$2.65M – 388
2026
Q1 		$2.65M Buy
+27,427
New +$2.54M 0.02% 196
2023
Q2 		– Sell
-6,408
Closed -$446K – 593
2023
Q1 		$446K Sell
6,408
-4,589
-42% -$309K ﹤0.01% 477
2022
Q4 		$785K Buy
10,997
+1,808
+20% +$121K 0.01% 431
2022
Q3 		$625K Buy
9,189
+1,348
+17% +$102K 0.01% 466
2022
Q2 		$559 Sell
7,841
-14,881
-65% -$1.09M 0.01% 505
2022
Q1 		$1.65M Sell
22,722
-3,279
-13% -$222K 0.01% 374
2021
Q4 		$1.78M Buy
+26,001
New +$1.66M 0.01% 380
2018
Q1 		– Sell
-20,000
Closed -$962K – 376
2017
Q4 		$962K Sell
20,000
-21,792
-52% -$1.11M 0.02% 242
2017
Q3 		$2.05M Sell
41,792
-10,900
-21% -$528K 0.05% 202
2017
Q2 		$2.52M Buy
52,692
+400
+0.8% +$20.1K 0.06% 190
2017
Q1 		$2.6M Buy
52,292
+10,000
+24% +$494K 0.06% 176
2016
Q4 		$2.08M Buy
42,292
+30,500
+259% +$1.5M 0.05% 180
2016
Q3 		$605K Hold
11,792
– – 0.02% 251
2016
Q2 		$632K Buy
+11,792
New +$593K 0.02% 246
2015
Q3 		– Sell
-24,846
Closed -$1.04M – 422
2015
Q2 		$1.04M Sell
24,846
-427
-2% -$18.6K 0.08% 150
2015
Q1 		$1.12M Sell
25,273
-604
-2% -$28.7K 0.03% 246
2014
Q4 		$1.27M Sell
25,877
-133
-0.5% -$6.28K 0.03% 231
2014
Q3 		$1.14M Sell
26,010
-1,685
-6% -$74K 0.03% 224
2014
Q2 		$1.26M Sell
27,695
-1,609
-5% -$71.1K 0.03% 212
2014
Q1 		$1.29M Sell
29,304
-4,028
-12% -$169K 0.04% 202
2013
Q4 		$1.37M Buy
+33,332
New +$1.38M 0.04% 195

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Banque Pictet & Cie's SO Position: Q2 2026 in Review

Banque Pictet & Cie sold out of Southern Company (SO) in Q2 2026, closing a stake of 27,427 shares — an estimated $2.65M sold.

Banque Pictet & Cie first reported a position in SO in Q4 2013 and held it in 21 quarters. The position peaked at $2.65M in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Banque Pictet & Cie reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Banque Pictet & Cie sold 27,427 Southern Company shares in Q2 2026, an estimated $2.65M.
  • Banque Pictet & Cie first reported a position in Southern Company in Q4 2013 and held it in 21 quarters.
  • Banque Pictet & Cie's Southern Company position peaked at $2.65M in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Banque Pictet & Cie's 13F filing for Q2 2026, filed 24 Jul 2026.