Barclays’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 | $259M | Sell |
2,701,178
-1,863,313
| -41% | -$175M | 0.05% | 238 |
|
|
2026
Q1 | $441M | Buy |
4,564,491
+173,427
| +4% | +$16M | 0.11% | 142 |
|
|
2025
Q4 | $383M | Buy |
4,391,064
+914,181
| +26% | +$83.5M | 0.09% | 166 |
|
|
2025
Q3 | $330M | Buy |
3,476,883
+712,070
| +26% | +$66.5M | 0.07% | 203 |
|
|
2025
Q2 | $254M | Buy |
2,764,813
+321,651
| +13% | +$28.9M | 0.06% | 221 |
|
|
2025
Q1 | $225M | Buy |
2,443,162
+643,324
| +36% | +$55.7M | 0.06% | 222 |
|
|
2024
Q4 | $148M | Sell |
1,799,838
-506,901
| -22% | -$44.5M | 0.04% | 292 |
|
|
2024
Q3 | $208M | Sell |
2,306,739
-338,623
| -13% | -$28.9M | 0.06% | 250 |
|
|
2024
Q2 | $205M | Sell |
2,645,362
-163,078
| -6% | -$12.4M | 0.06% | 226 |
|
|
2024
Q1 | $201M | Sell |
2,808,440
-655,107
| -19% | -$45.2M | 0.07% | 231 |
|
|
2023
Q4 | $243M | Buy |
3,463,547
+1,346,445
| +64% | +$92.5M | 0.09% | 204 |
|
|
2023
Q3 | $137M | Sell |
2,117,102
-103,420
| -5% | -$7.18M | 0.09% | 230 |
|
|
2023
Q2 | $156M | Buy |
2,220,522
+854,522
| +63% | +$61.3M | 0.1% | 184 |
|
|
2023
Q1 | $95M | Buy |
1,366,000
+71,264
| +6% | +$4.8M | 0.04% | 279 |
|
|
2022
Q4 | $92.5M | Buy |
1,294,736
+134,841
| +12% | +$9.02M | 0.04% | 292 |
|
|
2022
Q3 | $78.9M | Buy |
1,159,895
+105,735
| +10% | +$8.01M | 0.09% | 216 |
|
|
2022
Q2 | $75.2M | Sell |
1,054,160
-195,247
| -16% | -$14.3M | 0.05% | 273 |
|
|
2022
Q1 | $90.6M | Sell |
1,249,407
-769,440
| -38% | -$52.1M | 0.07% | 265 |
|
|
2021
Q4 | $138M | Sell |
2,018,847
-174,337
| -8% | -$11.1M | 0.05% | 271 |
|
|
2021
Q3 | $136M | Sell |
2,193,184
-49,750
| -2% | -$3.2M | 0.06% | 251 |
|
|
2021
Q2 | $136M | Buy |
2,242,934
+813,213
| +57% | +$52M | 0.06% | 236 |
|
|
2021
Q1 | $88.9M | Buy |
1,429,721
+269,704
| +23% | +$16.1M | 0.05% | 284 |
|
|
2020
Q4 | $71.3M | Buy |
1,160,017
+95,450
| +9% | +$5.74M | 0.04% | 339 |
|
|
2020
Q3 | $57.7M | Buy |
1,064,567
+272,531
| +34% | +$14.6M | 0.03% | 361 |
|
|
2020
Q2 | $41.1M | Sell |
792,036
-16,853
| -2% | -$937K | 0.03% | 383 |
|
|
2020
Q1 | $43.8M | Sell |
808,889
-622,430
| -43% | -$39.4M | 0.03% | 350 |
|
|
2019
Q4 | $91.2M | Buy |
1,431,319
+229,553
| +19% | +$14.2M | 0.05% | 291 |
|
|
2019
Q3 | $74.2M | Sell |
1,201,766
-385,681
| -24% | -$22.4M | 0.05% | 319 |
|
|
2019
Q2 | $87.8M | Sell |
1,587,447
-414,475
| -21% | -$22.2M | 0.05% | 302 |
|
|
2019
Q1 | $103M | Buy |
2,001,922
+592,013
| +42% | +$29M | 0.07% | 220 |
|
|
2018
Q4 | $61.9M | Sell |
1,409,909
-496,805
| -26% | -$22.6M | 0.05% | 310 |
|
|
2018
Q3 | $83.1M | Buy |
1,906,714
+500,958
| +36% | +$23.1M | 0.06% | 256 |
|
|
2018
Q2 | $65.1M | Sell |
1,405,756
-930,137
| -40% | -$41.6M | 0.06% | 290 |
|
|
2018
Q1 | $104M | Buy |
2,335,893
+1,140,064
| +95% | +$50.6M | 0.08% | 207 |
|
|
2017
Q4 | $57.5M | Buy |
1,195,829
+21,260
| +2% | +$1.08M | 0.05% | 351 |
|
|
2017
Q3 | $57.7M | Buy |
1,174,569
+9,710
| +0.8% | +$471K | 0.06% | 259 |
|
|
2017
Q2 | $55.8M | Buy |
1,164,859
+117,553
| +11% | +$5.89M | 0.06% | 251 |
|
|
2017
Q1 | $52.1M | Sell |
1,047,306
-255,187
| -20% | -$12.6M | 0.06% | 241 |
|
|
2016
Q4 | $64.1M | Buy |
1,302,493
+290,866
| +29% | +$14.3M | 0.07% | 224 |
|
|
2016
Q3 | $51.9M | Buy |
1,011,627
+20,526
| +2% | +$1.08M | 0.06% | 249 |
|
|
2016
Q2 | $53.2M | Sell |
991,101
-632,424
| -39% | -$31.8M | 0.07% | 242 |
|
|
2016
Q1 | $82.8M | Buy |
1,623,525
+559,009
| +53% | +$27.2M | 0.13% | 132 |
|
|
2015
Q4 | $49M | Sell |
1,064,516
-65,756
| -6% | -$2.98M | 0.06% | 289 |
|
|
2015
Q3 | $49.7M | Sell |
1,130,272
-331,220
| -23% | -$14.5M | 0.06% | 281 |
|
|
2015
Q2 | $59.9M | Buy |
1,461,492
+146,550
| +11% | +$6.38M | 0.07% | 241 |
|
|
2015
Q1 | $57.9M | Buy |
1,314,942
+66,493
| +5% | +$3.16M | 0.07% | 272 |
|
|
2014
Q4 | $61.2M | Buy |
1,248,449
+108,931
| +10% | +$5.14M | 0.06% | 282 |
|
|
2014
Q3 | $49M | Sell |
1,139,518
-420,668
| -27% | -$18.5M | 0.05% | 330 |
|
|
2014
Q2 | $70.2M | Buy |
1,560,186
+430,129
| +38% | +$19M | 0.07% | 221 |
|
|
2014
Q1 | $48.6M | Sell |
1,130,057
-70,098
| -6% | -$2.94M | 0.06% | 306 |
|
|
2013
Q4 | $49.2M | Sell |
1,200,155
-3,949,497
| -77% | -$163M | 0.05% | 352 |
|
|
2013
Q3 | $211M | Buy |
5,149,652
+4,214,038
| +450% | +$182M | 0.25% | 44 |
|
|
2013
Q2 | $41.3M | Buy |
+935,614
| New | +$43M | 0.05% | 315 |
|
Other funds holding SO
Barclays's SO Position: Q2 2026 in Review
Barclays reduced its Southern Company (SO) stake by 41% in Q2 2026, selling an estimated $175M and leaving 2,701,178 shares worth $259M. The position accounts for 0.05% of the portfolio, ranked #238.
Barclays first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $441M in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Barclays held 2,701,178 shares of Southern Company worth $259M as of Q2 2026.
- Barclays sold 1,863,313 Southern Company shares in Q2 2026, an estimated $175M.
- Southern Company made up 0.05% of Barclays's portfolio in Q2 2026, its #238 holding.
- Barclays first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Barclays's Southern Company position peaked at $441M in Q1 2026.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.