Citigroup’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-100,000
| Closed | -$7.25M | – | 6634 |
|
|
2022
Q1 | $7.25M | Sell |
100,000
-30,000
| -23% | -$2.03M | ﹤0.01% | 1466 |
|
|
2021
Q4 | $8.91M | Buy |
130,000
+90,000
| +225% | +$5.74M | ﹤0.01% | 1450 |
|
|
2021
Q3 | $2.48M | Hold |
40,000
| – | – | ﹤0.01% | 2361 |
|
|
2021
Q2 | $2.42M | Hold |
40,000
| – | – | ﹤0.01% | 2522 |
|
|
2021
Q1 | $2.49M | Sell |
40,000
-105,600
| -73% | -$6.32M | ﹤0.01% | 2351 |
|
|
2020
Q4 | $8.94M | Sell |
145,600
-194,400
| -57% | -$11.7M | 0.01% | 1657 |
|
|
2020
Q3 | $18.4M | Buy |
340,000
+106,700
| +46% | +$5.7M | 0.01% | 942 |
|
|
2020
Q2 | $12.1M | Sell |
233,300
-76,400
| -25% | -$4.25M | 0.01% | 1167 |
|
|
2020
Q1 | $16.8M | Buy |
309,700
+163,000
| +111% | +$10.3M | 0.02% | 837 |
|
|
2019
Q4 | $9.35M | Sell |
146,700
-324,300
| -69% | -$20.1M | 0.01% | 1543 |
|
|
2019
Q3 | $29.1M | Buy |
471,000
+116,100
| +33% | +$6.73M | 0.02% | 712 |
|
|
2019
Q2 | $19.6M | Buy |
354,900
+247,700
| +231% | +$13.3M | 0.02% | 940 |
|
|
2019
Q1 | $5.54M | Sell |
107,200
-155,500
| -59% | -$7.62M | 0.01% | 1698 |
|
|
2018
Q4 | $11.5M | Buy |
262,700
+43,800
| +20% | +$1.99M | 0.01% | 1165 |
|
|
2018
Q3 | $9.54M | Sell |
218,900
-26,600
| -11% | -$1.23M | 0.01% | 1318 |
|
|
2018
Q2 | $11.4M | Sell |
245,500
-190,600
| -44% | -$8.53M | 0.01% | 1195 |
|
|
2018
Q1 | $19.5M | Buy |
436,100
+86,000
| +25% | +$3.82M | 0.02% | 796 |
|
|
2017
Q4 | $16.8M | Buy |
350,100
+70,700
| +25% | +$3.6M | 0.01% | 943 |
|
|
2017
Q3 | $13.7M | Buy |
279,400
+59,900
| +27% | +$2.9M | 0.01% | 1017 |
|
|
2017
Q2 | $10.5M | Sell |
219,500
-254,600
| -54% | -$12.8M | 0.01% | 1112 |
|
|
2017
Q1 | $23.6M | Buy |
474,100
+49,400
| +12% | +$2.44M | 0.02% | 681 |
|
|
2016
Q4 | $20.9M | Buy |
424,700
+14,100
| +3% | +$693K | 0.02% | 748 |
|
|
2016
Q3 | $21.1M | Sell |
410,600
-121,700
| -23% | -$6.41M | 0.02% | 669 |
|
|
2016
Q2 | $28.5M | Buy |
532,300
+212,500
| +66% | +$10.7M | 0.03% | 508 |
|
|
2016
Q1 | $16.5M | Buy |
319,800
+76,700
| +32% | +$3.74M | 0.02% | 699 |
|
|
2015
Q4 | $11.4M | Buy |
243,100
+50,900
| +26% | +$2.31M | 0.01% | 1068 |
|
|
2015
Q3 | $8.59M | Sell |
192,200
-79,200
| -29% | -$3.47M | 0.01% | 1259 |
|
|
2015
Q2 | $11.4M | Sell |
271,400
-113,900
| -30% | -$4.96M | 0.01% | 1113 |
|
|
2015
Q1 | $17.1M | Sell |
385,300
-35,400
| -8% | -$1.68M | 0.02% | 861 |
|
|
2014
Q4 | $20.7M | Sell |
420,700
-358,300
| -46% | -$16.9M | 0.02% | 789 |
|
|
2014
Q3 | $34M | Buy |
779,000
+99,100
| +15% | +$4.35M | 0.03% | 541 |
|
|
2014
Q2 | $30.9M | Sell |
679,900
-107,200
| -14% | -$4.74M | 0.03% | 547 |
|
|
2014
Q1 | $34.6M | Sell |
787,100
-94,600
| -11% | -$3.96M | 0.04% | 454 |
|
|
2013
Q4 | $36.2M | Sell |
881,700
-9,400
| -1% | -$388K | 0.03% | 494 |
|
|
2013
Q3 | $36.7M | Buy |
891,100
+297,300
| +50% | +$12.8M | 0.03% | 470 |
|
|
2013
Q2 | $26.2M | Buy |
+593,800
| New | +$27.3M | 0.03% | 559 |
|
Other funds holding SO
VCM
VPM
Citigroup's SO Position: Q1 2026 in Review
Citigroup increased its Southern Company (SO) stake by 35% in Q1 2026, buying an estimated $62.6M and bringing the position to 2,613,850 shares worth $252M. The position accounts for 0.11% of the portfolio, ranked #176.
Citigroup first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $260M in Q3 2016. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Citigroup held 2,613,850 shares of Southern Company worth $252M as of Q1 2026.
- Citigroup bought 676,226 Southern Company shares in Q1 2026, an estimated $62.6M.
- Southern Company made up 0.11% of Citigroup's portfolio in Q1 2026, its #176 holding.
- Citigroup first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Citigroup's Southern Company position peaked at $260M in Q3 2016.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.