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 |
-90,000
| Closed | -$6.53M | – | 6635 |
|
|
2022
Q1 | $6.53M | Sell |
90,000
-240,000
| -73% | -$16.3M | ﹤0.01% | 1522 |
|
|
2021
Q4 | $22.6M | Buy |
330,000
+90,000
| +38% | +$5.74M | 0.01% | 938 |
|
|
2021
Q3 | $14.9M | Hold |
240,000
| – | – | 0.01% | 1179 |
|
|
2021
Q2 | $14.5M | Hold |
240,000
| – | – | 0.01% | 1194 |
|
|
2021
Q1 | $14.9M | Buy |
240,000
+135,000
| +129% | +$8.08M | 0.01% | 1118 |
|
|
2020
Q4 | $6.45M | Sell |
105,000
-33,600
| -24% | -$2.02M | ﹤0.01% | 1892 |
|
|
2020
Q3 | $7.51M | Buy |
138,600
+15,500
| +13% | +$828K | ﹤0.01% | 1605 |
|
|
2020
Q2 | $6.38M | Sell |
123,100
-57,500
| -32% | -$3.2M | 0.01% | 1647 |
|
|
2020
Q1 | $9.78M | Buy |
180,600
+51,400
| +40% | +$3.26M | 0.01% | 1175 |
|
|
2019
Q4 | $8.23M | Buy |
129,200
+17,400
| +16% | +$1.08M | 0.01% | 1641 |
|
|
2019
Q3 | $6.91M | Sell |
111,800
-1,600
| -1% | -$92.7K | 0.01% | 1665 |
|
|
2019
Q2 | $6.27M | Buy |
113,400
+57,300
| +102% | +$3.07M | 0.01% | 1780 |
|
|
2019
Q1 | $2.9M | Sell |
56,100
-15,400
| -22% | -$755K | ﹤0.01% | 2257 |
|
|
2018
Q4 | $3.14M | Sell |
71,500
-38,600
| -35% | -$1.75M | ﹤0.01% | 2264 |
|
|
2018
Q3 | $4.8M | Sell |
110,100
-16,100
| -13% | -$742K | ﹤0.01% | 1901 |
|
|
2018
Q2 | $5.84M | Sell |
126,200
-60,000
| -32% | -$2.69M | 0.01% | 1685 |
|
|
2018
Q1 | $8.32M | Buy |
186,200
+52,200
| +39% | +$2.32M | 0.01% | 1374 |
|
|
2017
Q4 | $6.44M | Sell |
134,000
-53,900
| -29% | -$2.75M | 0.01% | 1608 |
|
|
2017
Q3 | $9.23M | Sell |
187,900
-2,100
| -1% | -$102K | 0.01% | 1287 |
|
|
2017
Q2 | $9.1M | Buy |
190,000
+31,200
| +20% | +$1.56M | 0.01% | 1220 |
|
|
2017
Q1 | $7.91M | Sell |
158,800
-77,700
| -33% | -$3.84M | 0.01% | 1303 |
|
|
2016
Q4 | $11.6M | Sell |
236,500
-9,100
| -4% | -$447K | 0.01% | 1086 |
|
|
2016
Q3 | $12.6M | Buy |
245,600
+23,000
| +10% | +$1.21M | 0.01% | 926 |
|
|
2016
Q2 | $11.9M | Buy |
222,600
+32,700
| +17% | +$1.64M | 0.01% | 931 |
|
|
2016
Q1 | $9.82M | Sell |
189,900
-138,200
| -42% | -$6.73M | 0.01% | 1023 |
|
|
2015
Q4 | $15.4M | Buy |
328,100
+101,300
| +45% | +$4.59M | 0.02% | 883 |
|
|
2015
Q3 | $10.1M | Sell |
226,800
-130,700
| -37% | -$5.73M | 0.01% | 1130 |
|
|
2015
Q2 | $15M | Sell |
357,500
-15,800
| -4% | -$688K | 0.01% | 957 |
|
|
2015
Q1 | $16.5M | Buy |
373,300
+7,700
| +2% | +$366K | 0.02% | 875 |
|
|
2014
Q4 | $18M | Sell |
365,600
-51,800
| -12% | -$2.45M | 0.02% | 874 |
|
|
2014
Q3 | $18.2M | Sell |
417,400
-104,100
| -20% | -$4.57M | 0.02% | 865 |
|
|
2014
Q2 | $23.7M | Buy |
521,500
+221,500
| +74% | +$9.79M | 0.02% | 686 |
|
|
2014
Q1 | $13.2M | Sell |
300,000
-116,000
| -28% | -$4.86M | 0.01% | 972 |
|
|
2013
Q4 | $17.1M | Sell |
416,000
-38,700
| -9% | -$1.6M | 0.02% | 861 |
|
|
2013
Q3 | $18.7M | Buy |
454,700
+74,500
| +20% | +$3.21M | 0.02% | 779 |
|
|
2013
Q2 | $16.8M | Buy |
+380,200
| New | +$17.5M | 0.02% | 755 |
|
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.