Daiwa Securities Group’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
Q2 | $20M | Buy |
208,893
+15,723
| +8% | +$1.48M | 0.04% | 254 |
|
|
2026
Q1 | $18.6M | Buy |
193,170
+13,063
| +7% | +$1.21M | 0.05% | 207 |
|
|
2025
Q4 | $15.7M | Buy |
180,107
+5,768
| +3% | +$527K | 0.05% | 219 |
|
|
2025
Q3 | $16.5M | Buy |
174,339
+7,679
| +5% | +$717K | 0.06% | 200 |
|
|
2025
Q2 | $15.3M | Buy |
166,660
+9,397
| +6% | +$844K | 0.06% | 195 |
|
|
2025
Q1 | $14.5M | Sell |
157,263
-46,255
| -23% | -$4M | 0.06% | 191 |
|
|
2024
Q4 | $16.8M | Buy |
203,518
+702
| +0.3% | +$61.6K | 0.07% | 162 |
|
|
2024
Q3 | $18.3M | Buy |
202,816
+11,341
| +6% | +$969K | 0.08% | 146 |
|
|
2024
Q2 | $14.9M | Buy |
191,475
+79,420
| +71% | +$6.02M | 0.08% | 148 |
|
|
2024
Q1 | $8.04M | Buy |
112,055
+11,319
| +11% | +$781K | 0.05% | 228 |
|
|
2023
Q4 | $7.06M | Buy |
100,736
+8,842
| +10% | +$607K | 0.04% | 224 |
|
|
2023
Q3 | $5.95M | Sell |
91,894
-27,237
| -23% | -$1.89M | 0.04% | 241 |
|
|
2023
Q2 | $8.37M | Buy |
119,131
+35,501
| +42% | +$2.55M | 0.06% | 189 |
|
|
2023
Q1 | $5.82M | Buy |
83,630
+6,223
| +8% | +$419K | 0.04% | 237 |
|
|
2022
Q4 | $5.53M | Buy |
77,407
+6,437
| +9% | +$430K | 0.04% | 241 |
|
|
2022
Q3 | $4.83M | Buy |
70,970
+3,115
| +5% | +$236K | 0.04% | 247 |
|
|
2022
Q2 | $4.84M | Buy |
67,855
+2,673
| +4% | +$196K | 0.04% | 259 |
|
|
2022
Q1 | $4.73M | Buy |
65,182
+3,121
| +5% | +$211K | 0.03% | 298 |
|
|
2021
Q4 | $4.26M | Buy |
62,061
+1,326
| +2% | +$84.5K | 0.03% | 324 |
|
|
2021
Q3 | $3.76M | Buy |
60,735
+4,267
| +8% | +$275K | 0.02% | 319 |
|
|
2021
Q2 | $3.42M | Buy |
56,468
+2,801
| +5% | +$179K | 0.02% | 317 |
|
|
2021
Q1 | $3.34M | Sell |
53,667
-54
| -0.1% | -$3.23K | 0.02% | 294 |
|
|
2020
Q4 | $3.3M | Buy |
53,721
+1,607
| +3% | +$96.6K | 0.03% | 278 |
|
|
2020
Q3 | $2.83M | Sell |
52,114
-5,459
| -9% | -$292K | 0.03% | 266 |
|
|
2020
Q2 | $2.64M | Hold |
57,573
| – | – | 0.06% | 185 |
|
|
2020
Q1 | $3.12M | Buy |
57,573
+13,896
| +32% | +$880K | 0.03% | 238 |
|
|
2019
Q4 | $2.78M | Hold |
43,677
| – | – | 0.02% | 283 |
|
|
2019
Q3 | $2.7M | Buy |
43,677
+3,331
| +8% | +$193K | 0.02% | 288 |
|
|
2019
Q2 | $2.23M | Buy |
40,346
+1,000
| +3% | +$53.5K | 0.02% | 309 |
|
|
2019
Q1 | $2.03M | Buy |
39,346
+1,757
| +5% | +$86.1K | 0.02% | 331 |
|
|
2018
Q4 | $1.65M | Buy |
37,589
+1,350
| +4% | +$61.4K | 0.02% | 345 |
|
|
2018
Q3 | $1.58M | Buy |
36,239
+1,770
| +5% | +$81.6K | 0.01% | 409 |
|
|
2018
Q2 | $1.6M | Buy |
34,469
+700
| +2% | +$31.3K | 0.01% | 408 |
|
|
2018
Q1 | $1.51M | Sell |
33,769
-12,843
| -28% | -$570K | 0.01% | 419 |
|
|
2017
Q4 | $2.24M | Sell |
46,612
-12,604
| -21% | -$642K | 0.02% | 364 |
|
|
2017
Q3 | $2.91M | Buy |
59,216
+1,866
| +3% | +$90.5K | 0.02% | 283 |
|
|
2017
Q2 | $2.75M | Sell |
57,350
-43,300
| -43% | -$2.17M | 0.02% | 272 |
|
|
2017
Q1 | $5.01M | Sell |
100,650
-13,300
| -12% | -$657K | 0.03% | 204 |
|
|
2016
Q4 | $5.61M | Sell |
113,950
-71,700
| -39% | -$3.52M | 0.04% | 156 |
|
|
2016
Q3 | $9.52M | Buy |
185,650
+8,500
| +5% | +$448K | 0.06% | 111 |
|
|
2016
Q2 | $9.5M | Buy |
177,150
+98,950
| +127% | +$4.98M | 0.06% | 110 |
|
|
2016
Q1 | $4.04M | Buy |
78,200
+10,200
| +15% | +$497K | 0.03% | 189 |
|
|
2015
Q4 | $3.18M | Sell |
68,000
-14,100
| -17% | -$639K | 0.02% | 215 |
|
|
2015
Q3 | $3.67M | Buy |
82,100
+61,400
| +297% | +$2.69M | 0.03% | 204 |
|
|
2015
Q2 | $867K | Sell |
20,700
-37,500
| -64% | -$1.63M | 0.01% | 418 |
|
|
2015
Q1 | $2.58M | Buy |
58,200
+36,400
| +167% | +$1.73M | 0.02% | 240 |
|
|
2014
Q4 | $1.07M | Sell |
21,800
-400
| -2% | -$18.9K | 0.01% | 317 |
|
|
2014
Q3 | $969K | Sell |
22,200
-1,800
| -8% | -$79.1K | 0.01% | 296 |
|
|
2014
Q2 | $1.09M | Buy |
24,000
+200
| +0.8% | +$8.84K | 0.01% | 285 |
|
|
2014
Q1 | $1.05M | Hold |
23,800
| – | – | 0.01% | 285 |
|
|
2013
Q4 | $978K | Sell |
23,800
-1,800
| -7% | -$74.3K | 0.01% | 270 |
|
|
2013
Q3 | $1.05M | Hold |
25,600
| – | – | 0.01% | 264 |
|
|
2013
Q2 | $1.13M | Buy |
+25,600
| New | +$1.18M | 0.01% | 274 |
|
Other funds holding SO
Daiwa Securities Group's SO Position: Q2 2026 in Review
Daiwa Securities Group increased its Southern Company (SO) stake by 8.1% in Q2 2026, buying an estimated $1.48M and bringing the position to 208,893 shares worth $20M. The position accounts for 0.04% of the portfolio, ranked #254.
Daiwa Securities Group first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Daiwa Securities Group held 208,893 shares of Southern Company worth $20M as of Q2 2026.
- Daiwa Securities Group bought 15,723 Southern Company shares in Q2 2026, an estimated $1.48M.
- Southern Company made up 0.04% of Daiwa Securities Group's portfolio in Q2 2026, its #254 holding.
- Daiwa Securities Group first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.