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
Q1 | – | Sell |
-5,000
| Closed | -$436K | – | 5405 |
|
|
2025
Q4 | $436K | Hold |
5,000
| – | – | ﹤0.01% | 3923 |
|
|
2025
Q3 | $474K | Hold |
5,000
| – | – | ﹤0.01% | 3849 |
|
|
2025
Q2 | $459K | Hold |
5,000
| – | – | ﹤0.01% | 3803 |
|
|
2025
Q1 | $460K | Hold |
5,000
| – | – | ﹤0.01% | 3580 |
|
|
2024
Q4 | $412K | Buy |
+5,000
| New | +$439K | ﹤0.01% | 3946 |
|
|
2022
Q2 | – | Sell |
-47,600
| Closed | -$3.45M | – | 5238 |
|
|
2022
Q1 | $3.45M | Buy |
47,600
+46,500
| +4,227% | +$3.15M | ﹤0.01% | 1455 |
|
|
2021
Q4 | $75K | Hold |
1,100
| – | – | ﹤0.01% | 3786 |
|
|
2021
Q3 | $68K | Hold |
1,100
| – | – | ﹤0.01% | 4036 |
|
|
2021
Q2 | $67K | Hold |
1,100
| – | – | ﹤0.01% | 4003 |
|
|
2021
Q1 | $68K | Sell |
1,100
-4,900
| -82% | -$293K | ﹤0.01% | 4131 |
|
|
2020
Q4 | $369K | Hold |
6,000
| – | – | ﹤0.01% | 3429 |
|
|
2020
Q3 | $325K | Sell |
6,000
-4,700
| -44% | -$251K | ﹤0.01% | 3528 |
|
|
2020
Q2 | $555K | Sell |
10,700
-70,600
| -87% | -$3.92M | ﹤0.01% | 3260 |
|
|
2020
Q1 | $4.4M | Sell |
81,300
-114,100
| -58% | -$7.23M | ﹤0.01% | 1575 |
|
|
2019
Q4 | $12.4M | Buy |
195,400
+37,400
| +24% | +$2.32M | 0.01% | 1237 |
|
|
2019
Q3 | $9.76M | Sell |
158,000
-2,300
| -1% | -$133K | 0.01% | 1298 |
|
|
2019
Q2 | $8.86M | Buy |
160,300
+6,900
| +4% | +$369K | 0.01% | 1434 |
|
|
2019
Q1 | $7.93M | Buy |
153,400
+100,700
| +191% | +$4.94M | 0.01% | 1369 |
|
|
2018
Q4 | $2.31M | Sell |
52,700
-345,500
| -87% | -$15.7M | ﹤0.01% | 2261 |
|
|
2018
Q3 | $17.4M | Buy |
398,200
+338,200
| +564% | +$15.6M | 0.01% | 934 |
|
|
2018
Q2 | $2.78M | Sell |
60,000
-74,400
| -55% | -$3.33M | ﹤0.01% | 2261 |
|
|
2018
Q1 | $6M | Sell |
134,400
-216,800
| -62% | -$9.62M | ﹤0.01% | 1511 |
|
|
2017
Q4 | $16.9M | Buy |
351,200
+243,600
| +226% | +$12.4M | 0.01% | 899 |
|
|
2017
Q3 | $5.29M | Buy |
107,600
+23,400
| +28% | +$1.13M | 0.01% | 1498 |
|
|
2017
Q2 | $4.03M | Buy |
84,200
+41,100
| +95% | +$2.06M | ﹤0.01% | 1629 |
|
|
2017
Q1 | $2.15M | Sell |
43,100
-11,500
| -21% | -$568K | ﹤0.01% | 2026 |
|
|
2016
Q4 | $2.69M | Sell |
54,600
-8,100
| -13% | -$398K | ﹤0.01% | 1886 |
|
|
2016
Q3 | $3.22M | Sell |
62,700
-14,300
| -19% | -$753K | ﹤0.01% | 1617 |
|
|
2016
Q2 | $4.13M | Buy |
77,000
+65,200
| +553% | +$3.28M | 0.01% | 1456 |
|
|
2016
Q1 | $602K | Sell |
11,800
-208,400
| -95% | -$10.2M | ﹤0.01% | 2990 |
|
|
2015
Q4 | $10.1M | Buy |
220,200
+68,300
| +45% | +$3.1M | 0.01% | 881 |
|
|
2015
Q3 | $6.68M | Buy |
151,900
+34,300
| +29% | +$1.5M | 0.01% | 1186 |
|
|
2015
Q2 | $4.82M | Buy |
117,600
+43,700
| +59% | +$1.9M | 0.01% | 1508 |
|
|
2015
Q1 | $3.25M | Sell |
73,900
-16,600
| -18% | -$789K | ﹤0.01% | 1899 |
|
|
2014
Q4 | $4.43M | Buy |
90,500
+12,100
| +15% | +$571K | ﹤0.01% | 1810 |
|
|
2014
Q3 | $3.37M | Buy |
78,400
+19,900
| +34% | +$874K | ﹤0.01% | 2163 |
|
|
2014
Q2 | $2.63M | Sell |
58,500
-17,000
| -23% | -$752K | ﹤0.01% | 2336 |
|
|
2014
Q1 | $3.25M | Sell |
75,500
-50,600
| -40% | -$2.12M | ﹤0.01% | 2089 |
|
|
2013
Q4 | $5.17M | Buy |
126,100
+24,500
| +24% | +$1.01M | 0.01% | 1797 |
|
|
2013
Q3 | $4.17M | Buy |
101,600
+9,900
| +11% | +$426K | 0.01% | 1843 |
|
|
2013
Q2 | $4.05M | Buy |
+91,700
| New | +$4.22M | 0.01% | 1804 |
|
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. 2,365 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.
- 2,365 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.