Geode Capital Management’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 | $2.82B | Buy |
29,315,285
+960,236
| +3% | +$90.4M | 0.15% | 99 |
|
|
2026
Q1 | $2.75B | Buy |
28,355,049
+1,095,924
| +4% | +$101M | 0.17% | 94 |
|
|
2025
Q4 | $2.38B | Buy |
27,259,125
+384,860
| +1% | +$35.1M | 0.15% | 109 |
|
|
2025
Q3 | $2.55B | Buy |
26,874,265
+867,346
| +3% | +$81M | 0.16% | 103 |
|
|
2025
Q2 | $2.38B | Buy |
26,006,919
+241,572
| +0.9% | +$21.7M | 0.17% | 101 |
|
|
2025
Q1 | $2.36B | Buy |
25,765,347
+715,138
| +3% | +$61.9M | 0.19% | 94 |
|
|
2024
Q4 | $2.06B | Buy |
25,050,209
+528,870
| +2% | +$46.4M | 0.16% | 101 |
|
|
2024
Q3 | $2.2B | Buy |
24,521,339
+1,075,768
| +5% | +$91.9M | 0.18% | 98 |
|
|
2024
Q2 | $1.81B | Buy |
23,445,571
+1,264,650
| +6% | +$95.8M | 0.16% | 107 |
|
|
2024
Q1 | $1.59B | Buy |
22,180,921
+1,663,945
| +8% | +$115M | 0.15% | 122 |
|
|
2023
Q4 | $1.43B | Buy |
20,516,976
+393,102
| +2% | +$27M | 0.15% | 115 |
|
|
2023
Q3 | $1.3B | Buy |
20,123,874
+307,770
| +2% | +$21.4M | 0.15% | 118 |
|
|
2023
Q2 | $1.39B | Buy |
19,816,104
+452,511
| +2% | +$32.5M | 0.16% | 110 |
|
|
2023
Q1 | $1.34B | Sell |
19,363,593
-150,810
| -0.8% | -$10.2M | 0.17% | 108 |
|
|
2022
Q4 | $1.39B | Buy |
19,514,403
+584,893
| +3% | +$39.1M | 0.2% | 102 |
|
|
2022
Q3 | $1.29B | Buy |
18,929,510
+650,776
| +4% | +$49.3M | 0.2% | 93 |
|
|
2022
Q2 | $1.3B | Buy |
18,278,734
+699,711
| +4% | +$51.4M | 0.19% | 96 |
|
|
2022
Q1 | $1.27B | Buy |
17,579,023
+1,014,401
| +6% | +$68.7M | 0.16% | 109 |
|
|
2021
Q4 | $1.13B | Buy |
16,564,622
+480,757
| +3% | +$30.6M | 0.14% | 125 |
|
|
2021
Q3 | $994M | Buy |
16,083,865
+194,848
| +1% | +$12.5M | 0.13% | 127 |
|
|
2021
Q2 | $959M | Buy |
15,889,017
+607,206
| +4% | +$38.8M | 0.13% | 129 |
|
|
2021
Q1 | $948M | Buy |
15,281,811
+323,175
| +2% | +$19.3M | 0.14% | 123 |
|
|
2020
Q4 | $916M | Buy |
14,958,636
+142,467
| +1% | +$8.57M | 0.15% | 118 |
|
|
2020
Q3 | $801M | Sell |
14,816,169
-59,754
| -0.4% | -$3.19M | 0.16% | 118 |
|
|
2020
Q2 | $770M | Sell |
14,875,923
-133,156
| -0.9% | -$7.4M | 0.16% | 118 |
|
|
2020
Q1 | $811M | Sell |
15,009,079
-175,370
| -1% | -$11.1M | 0.21% | 96 |
|
|
2019
Q4 | $967M | Buy |
15,184,449
+310,440
| +2% | +$19.2M | 0.2% | 95 |
|
|
2019
Q3 | $919M | Buy |
14,874,009
+542,016
| +4% | +$31.4M | 0.21% | 92 |
|
|
2019
Q2 | $792M | Buy |
14,331,993
+758,805
| +6% | +$40.6M | 0.19% | 96 |
|
|
2019
Q1 | $701M | Buy |
13,573,188
+810,076
| +6% | +$39.7M | 0.18% | 102 |
|
|
2018
Q4 | $560M | Buy |
12,763,112
+1,188,667
| +10% | +$54M | 0.17% | 108 |
|
|
2018
Q3 | $504M | Buy |
11,574,445
+188,259
| +2% | +$8.68M | 0.14% | 140 |
|
|
2018
Q2 | $526M | Buy |
11,386,186
+258,773
| +2% | +$11.6M | 0.16% | 117 |
|
|
2018
Q1 | $496M | Buy |
11,127,413
+805,850
| +8% | +$35.8M | 0.16% | 121 |
|
|
2017
Q4 | $495M | Buy |
10,321,563
+342,203
| +3% | +$17.4M | 0.17% | 116 |
|
|
2017
Q3 | $489M | Buy |
9,979,360
+283,640
| +3% | +$13.7M | 0.18% | 108 |
|
|
2017
Q2 | $463M | Buy |
9,695,720
+122,449
| +1% | +$6.14M | 0.18% | 112 |
|
|
2017
Q1 | $476M | Buy |
9,573,271
+724,650
| +8% | +$35.8M | 0.2% | 100 |
|
|
2016
Q4 | $435M | Buy |
8,848,621
+300,417
| +4% | +$14.8M | 0.2% | 98 |
|
|
2016
Q3 | $438M | Buy |
8,548,204
+629,485
| +8% | +$33.2M | 0.22% | 87 |
|
|
2016
Q2 | $424M | Buy |
7,918,719
+236,127
| +3% | +$11.9M | 0.23% | 85 |
|
|
2016
Q1 | $397K | Buy |
7,682,592
+166,136
| +2% | +$8.09M | 0.21% | 90 |
|
|
2015
Q4 | $351M | Buy |
7,516,456
+5,779
| +0.1% | +$262K | 0.2% | 99 |
|
|
2015
Q3 | $335M | Buy |
7,510,677
+42,639
| +0.6% | +$1.87M | 0.2% | 97 |
|
|
2015
Q2 | $312M | Buy |
7,468,038
+87,988
| +1% | +$3.83M | 0.18% | 112 |
|
|
2015
Q1 | $326M | Buy |
7,380,050
+352,491
| +5% | +$16.7M | 0.19% | 107 |
|
|
2014
Q4 | $345M | Buy |
7,027,559
+302,003
| +4% | +$14.3M | 0.21% | 103 |
|
|
2014
Q3 | $293M | Buy |
6,725,556
+5,940
| +0.1% | +$261K | 0.19% | 107 |
|
|
2014
Q2 | $305M | Sell |
6,719,616
-20,513
| -0.3% | -$907K | 0.2% | 101 |
|
|
2014
Q1 | $296M | Buy |
6,740,129
+133,253
| +2% | +$5.59M | 0.2% | 101 |
|
|
2013
Q4 | $272M | Buy |
6,606,876
+391,598
| +6% | +$16.2M | 0.19% | 110 |
|
|
2013
Q3 | $256M | Buy |
6,215,278
+230,800
| +4% | +$9.94M | 0.21% | 95 |
|
|
2013
Q2 | $264M | Buy |
+5,984,478
| New | +$275M | 0.23% | 86 |
|
Other funds holding SO
VCM
VPM
Geode Capital Management's SO Position: Q2 2026 in Review
Geode Capital Management increased its Southern Company (SO) stake by 3.4% in Q2 2026, buying an estimated $90.4M and bringing the position to 29,315,285 shares worth $2.82B. The position accounts for 0.15% of the portfolio, ranked #99.
Geode Capital Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,055 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Geode Capital Management held 29,315,285 shares of Southern Company worth $2.82B as of Q2 2026.
- Geode Capital Management bought 960,236 Southern Company shares in Q2 2026, an estimated $90.4M.
- Southern Company made up 0.15% of Geode Capital Management's portfolio in Q2 2026, its #99 holding.
- Geode Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- 2,055 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.