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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-200
| Closed | -$19K | – | 5648 |
|
|
2025
Q3 | $19K | Buy |
+200
| New | +$18.7K | ﹤0.01% | 4946 |
|
|
2022
Q2 | – | Sell |
-92,200
| Closed | -$6.69M | – | 5237 |
|
|
2022
Q1 | $6.69M | Buy |
+92,200
| New | +$6.24M | 0.01% | 1088 |
|
|
2021
Q1 | – | Sell |
-6,100
| Closed | -$375K | – | 5141 |
|
|
2020
Q4 | $375K | Sell |
6,100
-2,800
| -31% | -$168K | ﹤0.01% | 3416 |
|
|
2020
Q3 | $483K | Sell |
8,900
-12,300
| -58% | -$657K | ﹤0.01% | 3253 |
|
|
2020
Q2 | $1.1M | Sell |
21,200
-72,600
| -77% | -$4.04M | ﹤0.01% | 2672 |
|
|
2020
Q1 | $5.08M | Buy |
93,800
+23,800
| +34% | +$1.51M | ﹤0.01% | 1460 |
|
|
2019
Q4 | $4.46M | Sell |
70,000
-193,100
| -73% | -$12M | ﹤0.01% | 2127 |
|
|
2019
Q3 | $16.3M | Buy |
263,100
+66,100
| +34% | +$3.83M | 0.01% | 1002 |
|
|
2019
Q2 | $10.9M | Buy |
197,000
+14,100
| +8% | +$755K | 0.01% | 1300 |
|
|
2019
Q1 | $9.45M | Buy |
182,900
+27,400
| +18% | +$1.34M | 0.01% | 1259 |
|
|
2018
Q4 | $6.83M | Sell |
155,500
-290,200
| -65% | -$13.2M | 0.01% | 1390 |
|
|
2018
Q3 | $19.4M | Buy |
445,700
+213,200
| +92% | +$9.83M | 0.01% | 866 |
|
|
2018
Q2 | $10.8M | Buy |
232,500
+16,100
| +7% | +$721K | 0.01% | 1172 |
|
|
2018
Q1 | $9.66M | Sell |
216,400
-1,500
| -0.7% | -$66.6K | 0.01% | 1198 |
|
|
2017
Q4 | $10.5M | Sell |
217,900
-43,500
| -17% | -$2.22M | 0.01% | 1161 |
|
|
2017
Q3 | $12.8M | Buy |
261,400
+169,200
| +184% | +$8.2M | 0.01% | 902 |
|
|
2017
Q2 | $4.42M | Buy |
92,200
+49,900
| +118% | +$2.5M | ﹤0.01% | 1568 |
|
|
2017
Q1 | $2.11M | Buy |
42,300
+1,600
| +4% | +$79.1K | ﹤0.01% | 2044 |
|
|
2016
Q4 | $2M | Sell |
40,700
-29,500
| -42% | -$1.45M | ﹤0.01% | 2118 |
|
|
2016
Q3 | $3.6M | Sell |
70,200
-86,800
| -55% | -$4.57M | ﹤0.01% | 1542 |
|
|
2016
Q2 | $8.42M | Buy |
157,000
+101,500
| +183% | +$5.1M | 0.01% | 942 |
|
|
2016
Q1 | $2.83M | Sell |
55,500
-424,700
| -88% | -$20.7M | ﹤0.01% | 1636 |
|
|
2015
Q4 | $22.1M | Buy |
480,200
+37,200
| +8% | +$1.69M | 0.03% | 535 |
|
|
2015
Q3 | $19.5M | Buy |
443,000
+49,000
| +12% | +$2.15M | 0.02% | 610 |
|
|
2015
Q2 | $16.2M | Buy |
394,000
+900
| +0.2% | +$39.2K | 0.02% | 770 |
|
|
2015
Q1 | $17.3M | Buy |
393,100
+20,600
| +6% | +$979K | 0.02% | 771 |
|
|
2014
Q4 | $18.3M | Sell |
372,500
-48,300
| -11% | -$2.28M | 0.02% | 806 |
|
|
2014
Q3 | $18.1M | Buy |
420,800
+85,200
| +25% | +$3.74M | 0.02% | 777 |
|
|
2014
Q2 | $15.1M | Buy |
335,600
+179,000
| +114% | +$7.91M | 0.02% | 869 |
|
|
2014
Q1 | $6.73M | Buy |
156,600
+10,600
| +7% | +$444K | 0.01% | 1478 |
|
|
2013
Q4 | $5.99M | Buy |
146,000
+65,300
| +81% | +$2.69M | 0.01% | 1667 |
|
|
2013
Q3 | $3.31M | Sell |
80,700
-13,200
| -14% | -$569K | ﹤0.01% | 2065 |
|
|
2013
Q2 | $4.14M | Buy |
+93,900
| New | +$4.32M | 0.01% | 1784 |
|
Other funds holding SO
VCM
VPM
Barclays's SO Position: Q1 2026 in Review
Barclays increased its Southern Company (SO) stake by 3.9% in Q1 2026, buying an estimated $16M and bringing the position to 4,564,491 shares worth $441M. The position accounts for 0.11% of the portfolio, ranked #142.
Barclays first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Barclays held 4,564,491 shares of Southern Company worth $441M as of Q1 2026.
- Barclays bought 173,427 Southern Company shares in Q1 2026, an estimated $16M.
- Southern Company made up 0.11% of Barclays's portfolio in Q1 2026, its #142 holding.
- Barclays first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.