Capital Research Global Investors’s Southern Company SO Stock Holding History

Capital Research Global Investors’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 Q1	$252M	Buy	2,614,540 +1,789,386	+217%	+$166M	0.04%	219
2025 Q4	$72M	Buy	825,154 +394	+0%	+$36K	0.01%	324
2025 Q3	$78.2M	Buy	824,760 +366	+0%	+$34.2K	0.01%	313
2025 Q2	$75.7M	Buy	824,394 +281	+0%	+$25.2K	0.02%	313
2025 Q1	$75.8M	Buy	824,113 +754,987	+1,092%	+$65.4M	0.02%	319
2024 Q4	$5.69M	Sell	69,126 -2,308,980	-97%	-$203M	﹤0.01%	418
2024 Q3	$214M	Sell	2,378,106 -51,874	-2%	-$4.43M	0.04%	214
2024 Q2	$188M	Buy	2,429,980 +500,000	+26%	+$37.9M	0.04%	224
2024 Q1	$138M	Buy	1,929,980 +500,000	+35%	+$34.5M	0.03%	261
2023 Q4	$100M	Sell	1,429,980 -8,043,335	-85%	-$552M	0.02%	279
2023 Q3	$613M	Sell	9,473,315 -2,436,851	-20%	-$169M	0.17%	124
2023 Q2	$837M	Buy	11,910,166 +883,544	+8%	+$63.4M	0.22%	102
2023 Q1	$767M	Sell	11,026,622 -253	-0%	-$17K	0.22%	101
2022 Q4	$787M	Sell	11,026,875 -385,734	-3%	-$25.8M	0.24%	102
2022 Q3	$776M	Buy	11,412,609 +7,320	+0.1%	+$554K	0.26%	94
2022 Q2	$813M	Buy	11,405,289 +1,063	+0%	+$78K	0.25%	89
2022 Q1	$827M	Sell	11,404,226 -534,587	-4%	-$36.2M	0.2%	105
2021 Q4	$819M	Buy	11,938,813 +102,121	+0.9%	+$6.51M	0.18%	119
2021 Q3	$734M	Buy	11,836,692 +260,530	+2%	+$16.8M	0.17%	130
2021 Q2	$700M	Buy	11,576,162 +1,699,362	+17%	+$109M	0.16%	131
2021 Q1	$614M	Buy	9,876,800 +929,207	+10%	+$55.6M	0.15%	138
2020 Q4	$550M	Buy	8,947,593 +3,380,690	+61%	+$203M	0.14%	148
2020 Q3	$302M	Buy	5,566,903 +509,307	+10%	+$27.2M	0.09%	176
2020 Q2	$262M	Buy	+5,057,596	New	+$281M	0.08%	182
2018 Q4	–	Sell	-5,763,448	Closed	-$251M	–	440
2018 Q3	$251M	Sell	5,763,448 -14,141,354	-71%	-$652M	0.07%	211
2018 Q2	$922M	Buy	19,904,802 +4,562	+0%	+$204K	0.25%	94
2018 Q1	$889M	Buy	19,900,240 +585,401	+3%	+$26M	0.25%	103
2017 Q4	$929M	Buy	19,314,839 +4,391,056	+29%	+$224M	0.27%	97
2017 Q3	$733M	Sell	14,923,783 -16,443	-0.1%	-$797K	0.22%	114
2017 Q2	$715M	Buy	14,940,226 +3,015,226	+25%	+$151M	0.22%	114
2017 Q1	$594M	Sell	11,925,000 -4,588,074	-28%	-$227M	0.19%	127
2016 Q4	$812M	Buy	16,513,074 +2,659,074	+19%	+$131M	0.26%	101
2016 Q3	$711M	Buy	13,854,000 +8,354,000	+152%	+$440M	0.23%	113
2016 Q2	$295M	Hold	5,500,000	–	–	0.1%	177
2016 Q1	$285M	Hold	5,500,000	–	–	0.1%	183
2015 Q4	$257M	Hold	5,500,000	–	–	0.09%	196
2015 Q3	$246M	Hold	5,500,000	–	–	0.09%	202
2015 Q2	$230M	Sell	5,500,000 -2,500,000	-31%	-$109M	0.08%	227
2015 Q1	$354M	Sell	8,000,000 -4,000,000	-33%	-$190M	0.12%	175
2014 Q4	$589M	Hold	12,000,000	–	–	0.2%	119
2014 Q3	$524M	Hold	12,000,000	–	–	0.18%	133
2014 Q2	$545M	Buy	12,000,000 +750,000	+7%	+$33.2M	0.19%	133
2014 Q1	$494M	Buy	11,250,000 +100,000	+0.9%	+$4.19M	0.18%	135
2013 Q4	$458M	Hold	11,150,000	–	–	0.17%	134
2013 Q3	$459M	Hold	11,150,000	–	–	0.18%	131
2013 Q2	$492M	Buy	+11,150,000	New	+$513M	0.21%	117

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors's SO Position: Q1 2026 in Review

Capital Research Global Investors increased its Southern Company (SO) stake by 217% in Q1 2026, buying an estimated $166M and bringing the position to 2,614,540 shares worth $252M. The position accounts for 0.04% of the portfolio, ranked #219.

Capital Research Global Investors first reported a position in SO in Q2 2013 and has held it in 46 quarters since. The position peaked at $929M in Q4 2017. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Capital Research Global Investors held 2,614,540 shares of Southern Company worth $252M as of Q1 2026.
Capital Research Global Investors bought 1,789,386 Southern Company shares in Q1 2026, an estimated $166M.
Southern Company made up 0.04% of Capital Research Global Investors's portfolio in Q1 2026, its #219 holding.
Capital Research Global Investors first reported a position in Southern Company in Q2 2013 and has held it in 46 quarters since.
Capital Research Global Investors's Southern Company position peaked at $929M in Q4 2017.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.