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 | $30.9M | Buy |
+320,000
| New | +$29.6M | ﹤0.01% | 2027 |
|
|
2021
Q2 | – | Sell |
-17,900
| Closed | -$1.11M | – | 6493 |
|
|
2021
Q1 | $1.11M | Buy |
17,900
+12,800
| +251% | +$766K | ﹤0.01% | 4516 |
|
|
2020
Q4 | $313K | Buy |
+5,100
| New | +$307K | ﹤0.01% | 4865 |
|
|
2020
Q2 | – | Sell |
-23,300
| Closed | -$1.26M | – | 5458 |
|
|
2020
Q1 | $1.26M | Buy |
23,300
+19,300
| +483% | +$1.22M | ﹤0.01% | 3596 |
|
|
2019
Q4 | $255K | Sell |
4,000
-1,003,000
| -100% | -$62.2M | ﹤0.01% | 4811 |
|
|
2019
Q3 | $62.2M | Buy |
+1,007,000
| New | +$58.4M | 0.02% | 959 |
|
|
2019
Q2 | – | Sell |
-34,700
| Closed | -$1.79M | – | 5331 |
|
|
2019
Q1 | $1.79M | Sell |
34,700
-31,000
| -47% | -$1.52M | ﹤0.01% | 3707 |
|
|
2018
Q4 | $2.89M | Buy |
65,700
+34,700
| +112% | +$1.58M | ﹤0.01% | 3301 |
|
|
2018
Q3 | $1.35M | Sell |
31,000
-211,300
| -87% | -$9.74M | ﹤0.01% | 3856 |
|
|
2018
Q2 | $11.2M | Buy |
242,300
+204,900
| +548% | +$9.17M | ﹤0.01% | 2319 |
|
|
2018
Q1 | $1.67M | Sell |
37,400
-48,600
| -57% | -$2.16M | ﹤0.01% | 3721 |
|
|
2017
Q4 | $4.14M | Sell |
86,000
-183,600
| -68% | -$9.35M | ﹤0.01% | 3182 |
|
|
2017
Q3 | $13.2M | Buy |
269,600
+117,700
| +77% | +$5.71M | ﹤0.01% | 2318 |
|
|
2017
Q2 | $7.27M | Sell |
151,900
-78,400
| -34% | -$3.93M | ﹤0.01% | 2760 |
|
|
2017
Q1 | $11.5M | Sell |
230,300
-15,200
| -6% | -$751K | ﹤0.01% | 2307 |
|
|
2016
Q4 | $12.1M | Buy |
245,500
+146,100
| +147% | +$7.18M | ﹤0.01% | 2318 |
|
|
2016
Q3 | $5.1M | Sell |
99,400
-2,708,300
| -96% | -$143M | ﹤0.01% | 3040 |
|
|
2016
Q2 | $151M | Buy |
2,807,700
+2,653,200
| +1,717% | +$133M | 0.05% | 458 |
|
|
2016
Q1 | $7.99M | Sell |
154,500
-342,900
| -69% | -$16.7M | ﹤0.01% | 2392 |
|
|
2015
Q4 | $23.3M | Buy |
497,400
+137,700
| +38% | +$6.24M | 0.01% | 1653 |
|
|
2015
Q3 | $16.1M | Sell |
359,700
-21,100
| -6% | -$926K | 0.01% | 1882 |
|
|
2015
Q2 | $16M | Buy |
380,800
+126,800
| +50% | +$5.52M | ﹤0.01% | 1965 |
|
|
2015
Q1 | $11.2M | Buy |
254,000
+16,400
| +7% | +$779K | ﹤0.01% | 2201 |
|
|
2014
Q4 | $11.7M | Sell |
237,600
-529,800
| -69% | -$25M | ﹤0.01% | 2221 |
|
|
2014
Q3 | $33.5M | Buy |
767,400
+304,900
| +66% | +$13.4M | 0.01% | 1392 |
|
|
2014
Q2 | $21M | Buy |
462,500
+136,000
| +42% | +$6.01M | 0.01% | 1752 |
|
|
2014
Q1 | $14.3M | Sell |
326,500
-260,600
| -44% | -$10.9M | ﹤0.01% | 2052 |
|
|
2013
Q4 | $24.1M | Buy |
587,100
+1,100
| +0.2% | +$45.4K | 0.01% | 1594 |
|
|
2013
Q3 | $24.1M | Buy |
586,000
+162,900
| +39% | +$7.02M | 0.01% | 1468 |
|
|
2013
Q2 | $18.7M | Buy |
+423,100
| New | +$19.5M | 0.01% | 1600 |
|
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.