Fidelity Investments’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 | $2.16B | Sell |
22,537,244
-350,690
| -2% | -$33M | 0.09% | 171 |
|
|
2026
Q1 | $2.21B | Sell |
22,887,934
-118,497
| -0.5% | -$11M | 0.12% | 148 |
|
|
2025
Q4 | $2.01B | Sell |
23,006,431
-1,498,859
| -6% | -$137M | 0.1% | 153 |
|
|
2025
Q3 | $2.32B | Sell |
24,505,290
-236,174
| -1% | -$22M | 0.12% | 137 |
|
|
2025
Q2 | $2.27B | Sell |
24,741,464
-4,280,489
| -15% | -$384M | 0.13% | 124 |
|
|
2025
Q1 | $2.67B | Buy |
29,021,953
+805,977
| +3% | +$69.8M | 0.17% | 92 |
|
|
2024
Q4 | $2.32B | Sell |
28,215,976
-1,159,616
| -4% | -$102M | 0.14% | 115 |
|
|
2024
Q3 | $2.65B | Sell |
29,375,592
-1,018,607
| -3% | -$87M | 0.16% | 98 |
|
|
2024
Q2 | $2.36B | Sell |
30,394,199
-2,618,016
| -8% | -$198M | 0.15% | 104 |
|
|
2024
Q1 | $2.37B | Sell |
33,012,215
-3,286,303
| -9% | -$227M | 0.16% | 96 |
|
|
2023
Q4 | $2.55B | Sell |
36,298,518
-2,608,242
| -7% | -$179M | 0.2% | 79 |
|
|
2023
Q3 | $2.52B | Buy |
38,906,760
+1,838,857
| +5% | +$128M | 0.22% | 67 |
|
|
2023
Q2 | $2.6B | Buy |
37,067,903
+2,348,417
| +7% | +$168M | 0.22% | 72 |
|
|
2023
Q1 | $2.42B | Buy |
34,719,486
+2,906,914
| +9% | +$196M | 0.22% | 77 |
|
|
2022
Q4 | $2.27B | Sell |
31,812,572
-5,374,774
| -14% | -$359M | 0.23% | 79 |
|
|
2022
Q3 | $2.53B | Buy |
37,187,346
+2,270,284
| +7% | +$172M | 0.26% | 64 |
|
|
2022
Q2 | $2.49B | Buy |
34,917,062
+2,583,841
| +8% | +$190M | 0.25% | 65 |
|
|
2022
Q1 | $2.34B | Buy |
32,333,221
+6,793,401
| +27% | +$460M | 0.19% | 86 |
|
|
2021
Q4 | $1.75B | Buy |
25,539,820
+605,880
| +2% | +$38.6M | 0.13% | 131 |
|
|
2021
Q3 | $1.55B | Buy |
24,933,940
+2,286,694
| +10% | +$147M | 0.12% | 135 |
|
|
2021
Q2 | $1.37B | Buy |
22,647,246
+1,626,550
| +8% | +$104M | 0.11% | 164 |
|
|
2021
Q1 | $1.31B | Buy |
21,020,696
+1,270,445
| +6% | +$76.1M | 0.11% | 166 |
|
|
2020
Q4 | $1.21B | Buy |
19,750,251
+3,154,842
| +19% | +$190M | 0.11% | 174 |
|
|
2020
Q3 | $900M | Buy |
16,595,409
+2,216,945
| +15% | +$118M | 0.09% | 202 |
|
|
2020
Q2 | $746M | Buy |
14,378,464
+1,420,920
| +11% | +$79M | 0.08% | 215 |
|
|
2020
Q1 | $702M | Sell |
12,957,544
-2,154,623
| -14% | -$136M | 0.1% | 193 |
|
|
2019
Q4 | $963M | Sell |
15,112,167
-1,080,453
| -7% | -$67M | 0.11% | 177 |
|
|
2019
Q3 | $1B | Buy |
16,192,620
+645,631
| +4% | +$37.4M | 0.12% | 170 |
|
|
2019
Q2 | $859M | Buy |
15,546,989
+2,639,967
| +20% | +$141M | 0.1% | 199 |
|
|
2019
Q1 | $667M | Buy |
12,907,022
+2,503,587
| +24% | +$123M | 0.08% | 245 |
|
|
2018
Q4 | $457M | Buy |
10,403,435
+1,785,854
| +21% | +$81.2M | 0.06% | 301 |
|
|
2018
Q3 | $376M | Buy |
8,617,581
+1,896,970
| +28% | +$87.4M | 0.04% | 427 |
|
|
2018
Q2 | $311M | Buy |
6,720,611
+451,664
| +7% | +$20.2M | 0.04% | 484 |
|
|
2018
Q1 | $280M | Buy |
6,268,947
+832,782
| +15% | +$37M | 0.03% | 545 |
|
|
2017
Q4 | $261M | Sell |
5,436,165
-2,467,259
| -31% | -$126M | 0.03% | 583 |
|
|
2017
Q3 | $388M | Buy |
7,903,424
+2,166,030
| +38% | +$105M | 0.05% | 419 |
|
|
2017
Q2 | $275M | Sell |
5,737,394
-370,327
| -6% | -$18.6M | 0.03% | 549 |
|
|
2017
Q1 | $304M | Buy |
6,107,721
+675,303
| +12% | +$33.4M | 0.04% | 511 |
|
|
2016
Q4 | $267M | Buy |
5,432,418
+2,045,418
| +60% | +$100M | 0.04% | 548 |
|
|
2016
Q3 | $174M | Sell |
3,387,000
-5,072,066
| -60% | -$267M | 0.02% | 748 |
|
|
2016
Q2 | $454M | Sell |
8,459,066
-726,129
| -8% | -$36.5M | 0.06% | 336 |
|
|
2016
Q1 | $475M | Buy |
9,185,195
+79,946
| +0.9% | +$3.89M | 0.07% | 312 |
|
|
2015
Q4 | $426M | Sell |
9,105,249
-326,264
| -3% | -$14.8M | 0.06% | 365 |
|
|
2015
Q3 | $422M | Buy |
9,431,513
+536,058
| +6% | +$23.5M | 0.06% | 349 |
|
|
2015
Q2 | $373M | Buy |
8,895,455
+612,228
| +7% | +$26.7M | 0.05% | 425 |
|
|
2015
Q1 | $367M | Sell |
8,283,227
-2,045,731
| -20% | -$97.2M | 0.05% | 441 |
|
|
2014
Q4 | $507M | Buy |
10,328,958
+121,564
| +1% | +$5.74M | 0.07% | 335 |
|
|
2014
Q3 | $446M | Buy |
10,207,394
+441,060
| +5% | +$19.4M | 0.06% | 340 |
|
|
2014
Q2 | $443M | Sell |
9,766,334
-627,287
| -6% | -$27.7M | 0.06% | 361 |
|
|
2014
Q1 | $457M | Buy |
10,393,621
+2,309,864
| +29% | +$96.8M | 0.06% | 338 |
|
|
2013
Q4 | $332M | Buy |
8,083,757
+3,576,540
| +79% | +$148M | 0.05% | 423 |
|
|
2013
Q3 | $186M | Buy |
4,507,217
+1,668,767
| +59% | +$71.9M | 0.03% | 650 |
|
|
2013
Q2 | $125M | Buy |
+2,838,450
| New | +$131M | 0.02% | 809 |
|
Other funds holding SO
Fidelity Investments's SO Position: Q2 2026 in Review
Fidelity Investments reduced its Southern Company (SO) stake by 1.5% in Q2 2026, selling an estimated $33M and leaving 22,537,244 shares worth $2.16B. The position accounts for 0.09% of the portfolio, ranked #171.
Fidelity Investments first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.67B in Q1 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Fidelity Investments held 22,537,244 shares of Southern Company worth $2.16B as of Q2 2026.
- Fidelity Investments sold 350,690 Southern Company shares in Q2 2026, an estimated $33M.
- Southern Company made up 0.09% of Fidelity Investments's portfolio in Q2 2026, its #171 holding.
- Fidelity Investments first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Fidelity Investments's Southern Company position peaked at $2.67B in Q1 2025.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.