Goldman Sachs’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
Q1 | $564M | Buy |
5,841,923
+828,293
| +17% | +$76.6M | 0.06% | 310 |
|
|
2025
Q4 | $437M | Sell |
5,013,630
-901,540
| -15% | -$82.3M | 0.05% | 343 |
|
|
2025
Q3 | $561M | Sell |
5,915,170
-1,323,276
| -18% | -$124M | 0.07% | 265 |
|
|
2025
Q2 | $665M | Sell |
7,238,446
-104,351
| -1% | -$9.37M | 0.09% | 207 |
|
|
2025
Q1 | $675M | Sell |
7,342,797
-1,084,944
| -13% | -$93.9M | 0.11% | 173 |
|
|
2024
Q4 | $694M | Buy |
8,427,741
+863,653
| +11% | +$75.8M | 0.11% | 163 |
|
|
2024
Q3 | $682M | Buy |
7,564,088
+1,223,268
| +19% | +$104M | 0.11% | 172 |
|
|
2024
Q2 | $492M | Buy |
6,340,820
+818,139
| +15% | +$62M | 0.08% | 229 |
|
|
2024
Q1 | $396M | Buy |
5,522,681
+180,287
| +3% | +$12.4M | 0.07% | 283 |
|
|
2023
Q4 | $375M | Buy |
5,342,394
+268,247
| +5% | +$18.4M | 0.07% | 287 |
|
|
2023
Q3 | $328M | Buy |
5,074,147
+702,018
| +16% | +$48.7M | 0.07% | 262 |
|
|
2023
Q2 | $307M | Buy |
4,372,129
+287,417
| +7% | +$20.6M | 0.07% | 282 |
|
|
2023
Q1 | $284M | Buy |
4,084,712
+292,627
| +8% | +$19.7M | 0.07% | 306 |
|
|
2022
Q4 | $271M | Sell |
3,792,085
-498,696
| -12% | -$33.3M | 0.07% | 320 |
|
|
2022
Q3 | $292M | Buy |
4,290,781
+260,279
| +6% | +$19.7M | 0.07% | 259 |
|
|
2022
Q2 | $287M | Buy |
4,030,502
+29,477
| +0.7% | +$2.16M | 0.07% | 263 |
|
|
2022
Q1 | $290M | Buy |
4,001,025
+22,959
| +0.6% | +$1.55M | 0.06% | 311 |
|
|
2021
Q4 | $273M | Buy |
3,978,066
+173,412
| +5% | +$11.1M | 0.05% | 353 |
|
|
2021
Q3 | $236M | Sell |
3,804,654
-286,237
| -7% | -$18.4M | 0.05% | 366 |
|
|
2021
Q2 | $248M | Buy |
4,090,891
+97,904
| +2% | +$6.26M | 0.06% | 332 |
|
|
2021
Q1 | $248M | Buy |
3,992,987
+224,800
| +6% | +$13.5M | 0.06% | 309 |
|
|
2020
Q4 | $231M | Buy |
3,768,187
+278,826
| +8% | +$16.8M | 0.06% | 292 |
|
|
2020
Q3 | $189M | Sell |
3,489,361
-1,264,976
| -27% | -$67.6M | 0.05% | 346 |
|
|
2020
Q2 | $247M | Sell |
4,754,337
-1,280,226
| -21% | -$71.2M | 0.07% | 238 |
|
|
2020
Q1 | $327M | Sell |
6,034,563
-1,648,029
| -21% | -$104M | 0.12% | 166 |
|
|
2019
Q4 | $489M | Buy |
7,682,592
+1,872,761
| +32% | +$116M | 0.12% | 157 |
|
|
2019
Q3 | $359M | Sell |
5,809,831
-322,385
| -5% | -$18.7M | 0.1% | 194 |
|
|
2019
Q2 | $339M | Buy |
6,132,216
+441,357
| +8% | +$23.6M | 0.1% | 200 |
|
|
2019
Q1 | $294M | Sell |
5,690,859
-382,177
| -6% | -$18.7M | 0.09% | 219 |
|
|
2018
Q4 | $267M | Sell |
6,073,036
-3,027,713
| -33% | -$138M | 0.09% | 228 |
|
|
2018
Q3 | $397M | Sell |
9,100,749
-3,355,780
| -27% | -$155M | 0.1% | 193 |
|
|
2018
Q2 | $577M | Buy |
12,456,529
+4,704,184
| +61% | +$211M | 0.16% | 109 |
|
|
2018
Q1 | $346M | Buy |
7,752,345
+1,228,968
| +19% | +$54.6M | 0.09% | 241 |
|
|
2017
Q4 | $314M | Sell |
6,523,377
-101,185
| -2% | -$5.16M | 0.08% | 283 |
|
|
2017
Q3 | $326M | Sell |
6,624,562
-658,843
| -9% | -$31.9M | 0.08% | 243 |
|
|
2017
Q2 | $349M | Buy |
7,283,405
+1,721,611
| +31% | +$86.3M | 0.09% | 206 |
|
|
2017
Q1 | $277M | Buy |
5,561,794
+913,375
| +20% | +$45.1M | 0.08% | 264 |
|
|
2016
Q4 | $229M | Sell |
4,648,419
-30,740
| -0.7% | -$1.51M | 0.06% | 340 |
|
|
2016
Q3 | $240M | Buy |
4,679,159
+42,581
| +0.9% | +$2.24M | 0.07% | 275 |
|
|
2016
Q2 | $249M | Buy |
4,636,578
+639,781
| +16% | +$32.2M | 0.08% | 258 |
|
|
2016
Q1 | $207M | Buy |
3,996,797
+1,044,511
| +35% | +$50.9M | 0.07% | 331 |
|
|
2015
Q4 | $138M | Sell |
2,952,286
-702,174
| -19% | -$31.8M | 0.04% | 507 |
|
|
2015
Q3 | $163M | Buy |
3,654,460
+129,019
| +4% | +$5.66M | 0.06% | 385 |
|
|
2015
Q2 | $148M | Sell |
3,525,441
-342,144
| -9% | -$14.9M | 0.05% | 461 |
|
|
2015
Q1 | $171M | Buy |
3,867,585
+666,143
| +21% | +$31.6M | 0.06% | 421 |
|
|
2014
Q4 | $157M | Sell |
3,201,442
-59,993
| -2% | -$2.83M | 0.05% | 458 |
|
|
2014
Q3 | $142M | Sell |
3,261,435
-1,214,648
| -27% | -$53.4M | 0.05% | 480 |
|
|
2014
Q2 | $203M | Buy |
4,476,083
+901,747
| +25% | +$39.9M | 0.06% | 355 |
|
|
2014
Q1 | $157M | Sell |
3,574,336
-1,712,653
| -32% | -$71.8M | 0.05% | 414 |
|
|
2013
Q4 | $217M | Buy |
5,286,989
+2,735,909
| +107% | +$113M | 0.07% | 304 |
|
|
2013
Q3 | $105M | Sell |
2,551,080
-423,205
| -14% | -$18.2M | 0.04% | 575 |
|
|
2013
Q2 | $131M | Buy |
+2,974,285
| New | +$137M | 0.05% | 436 |
|
Other funds holding SO
VCM
VPM
Goldman Sachs's SO Position: Q1 2026 in Review
Goldman Sachs increased its Southern Company (SO) stake by 17% in Q1 2026, buying an estimated $76.6M and bringing the position to 5,841,923 shares worth $564M. The position accounts for 0.06% of the portfolio, ranked #310.
Goldman Sachs first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $694M in Q4 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Goldman Sachs held 5,841,923 shares of Southern Company worth $564M as of Q1 2026.
- Goldman Sachs bought 828,293 Southern Company shares in Q1 2026, an estimated $76.6M.
- Southern Company made up 0.06% of Goldman Sachs's portfolio in Q1 2026, its #310 holding.
- Goldman Sachs first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Goldman Sachs's Southern Company position peaked at $694M in Q4 2024.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.