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Citizens Financial Group’s Southern Company SO Stock Holding History

Citizens Financial Group’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 		$2.62M Sell
27,104
-1,511
-5% -$140K 0.04% 251
2025
Q4 		$2.5M Buy
28,615
+767
+3% +$70K 0.03% 256
2025
Q3 		$2.64M Sell
27,848
-4,102
-13% -$383K 0.04% 242
2025
Q2 		$2.93M Buy
31,950
+4,232
+15% +$380K 0.05% 217
2025
Q1 		$2.55M Buy
27,718
+7,206
+35% +$624K 0.05% 209
2024
Q4 		$1.69M Sell
20,512
-211
-1% -$18.5K 0.03% 239
2024
Q3 		$1.87M Buy
20,723
+2,725
+15% +$233K 0.04% 223
2024
Q2 		$1.4M Buy
17,998
+7,522
+72% +$570K 0.03% 240
2024
Q1 		$752K Sell
10,476
-4,656
-31% -$321K 0.03% 230
2023
Q4 		$1.06M Buy
15,132
+5,817
+62% +$399K 0.04% 218
2023
Q3 		$603K Sell
9,315
-7,074
-43% -$491K 0.02% 222
2023
Q2 		$1.15M Buy
16,389
+95
+0.6% +$6.81K 0.04% 202
2023
Q1 		$1.13M Buy
16,294
+4,443
+37% +$299K 0.04% 207
2022
Q4 		$846K Sell
11,851
-2,508
-17% -$168K 0.03% 209
2022
Q3 		$976K Sell
14,359
-76
-0.5% -$5.76K 0.04% 191
2022
Q2 		$1.03M Sell
14,435
-158
-1% -$11.6K 0.04% 197
2022
Q1 		$1.06M Buy
14,593
+102
+0.7% +$6.91K 0.04% 207
2021
Q4 		$973K Buy
14,491
+315
+2% +$20.1K 0.03% 219
2021
Q3 		$878K Buy
14,176
+2,518
+22% +$162K 0.03% 219
2021
Q2 		$705K Sell
11,658
-302
-3% -$19.3K 0.03% 203
2021
Q1 		$743K Hold
11,960
– – 0.04% 175
2020
Q4 		$735K Sell
11,960
-1,637
-12% -$98.4K 0.04% 170
2020
Q3 		$737K Sell
13,597
-672
-5% -$35.9K 0.05% 155
2020
Q2 		$740K Sell
14,269
-438
-3% -$24.3K 0.05% 157
2020
Q1 		$796K Sell
14,707
-682
-4% -$43.2K 0.07% 145
2019
Q4 		$980K Sell
15,389
-1,563
-9% -$96.9K 0.07% 139
2019
Q3 		$1.05M Buy
16,952
+348
+2% +$20.2K 0.08% 128
2019
Q2 		$918K Hold
16,604
– – 0.07% 134
2019
Q1 		$858K Sell
16,604
-483
-3% -$23.7K 0.06% 141
2018
Q4 		$750K Sell
17,087
-116
-0.7% -$5.27K 0.07% 127
2018
Q3 		$750K Buy
17,203
+116
+0.7% +$5.35K 0.06% 135
2018
Q2 		$791K Sell
17,087
-650
-4% -$29.1K 0.07% 128
2018
Q1 		$792K Sell
17,737
-176
-1% -$7.81K 0.07% 138
2017
Q4 		$861K Sell
17,913
-475
-3% -$24.2K 0.07% 129
2017
Q3 		$904K Buy
18,388
+3,700
+25% +$179K 0.08% 126
2017
Q2 		$703K Hold
14,688
– – 0.06% 138
2017
Q1 		$731K Sell
14,688
-215
-1% -$10.6K 0.06% 134
2016
Q4 		$733K Sell
14,903
-400
-3% -$19.7K 0.07% 129
2016
Q3 		$786K Buy
15,303
+125
+0.8% +$6.58K 0.07% 129
2016
Q2 		$814K Sell
15,178
-300
-2% -$15.1K 0.08% 127
2016
Q1 		$800K Buy
15,478
+100
+0.7% +$4.87K 0.08% 128
2015
Q4 		$724K Buy
+15,378
New +$697K 0.07% 135

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citizens Financial Group's SO Position: Q1 2026 in Review

Citizens Financial Group reduced its Southern Company (SO) stake by 5.3% in Q1 2026, selling an estimated $140K and leaving 27,104 shares worth $2.62M. The position accounts for 0.04% of the portfolio, ranked #251.

Citizens Financial Group first reported a position in SO in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.93M in Q2 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Citizens Financial Group held 27,104 shares of Southern Company worth $2.62M as of Q1 2026.
  • Citizens Financial Group sold 1,511 Southern Company shares in Q1 2026, an estimated $140K.
  • Southern Company made up 0.04% of Citizens Financial Group's portfolio in Q1 2026, its #251 holding.
  • Citizens Financial Group first reported a position in Southern Company in Q4 2015 and has held it in 42 quarters since.
  • Citizens Financial Group's Southern Company position peaked at $2.93M in Q2 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.