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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100,100
| Closed | -$8.24M | – | 6378 |
|
|
2024
Q4 | $8.24M | Buy |
+100,100
| New | +$8.78M | ﹤0.01% | 2977 |
|
|
2021
Q2 | – | Sell |
-30,900
| Closed | -$1.92M | – | 6494 |
|
|
2021
Q1 | $1.92M | Buy |
+30,900
| New | +$1.85M | ﹤0.01% | 4024 |
|
|
2020
Q2 | – | Sell |
-20,200
| Closed | -$1.09M | – | 5459 |
|
|
2020
Q1 | $1.09M | Buy |
20,200
+11,900
| +143% | +$754K | ﹤0.01% | 3688 |
|
|
2019
Q4 | $529K | Buy |
8,300
+4,000
| +93% | +$248K | ﹤0.01% | 4472 |
|
|
2019
Q3 | $266K | Hold |
4,300
| – | – | ﹤0.01% | 4728 |
|
|
2019
Q2 | $238K | Sell |
4,300
-134,700
| -97% | -$7.21M | ﹤0.01% | 4710 |
|
|
2019
Q1 | $7.18M | Sell |
139,000
-66,400
| -32% | -$3.25M | ﹤0.01% | 2697 |
|
|
2018
Q4 | $9.02M | Sell |
205,400
-205,300
| -50% | -$9.33M | ﹤0.01% | 2421 |
|
|
2018
Q3 | $17.9M | Buy |
410,700
+352,800
| +609% | +$16.3M | ﹤0.01% | 2008 |
|
|
2018
Q2 | $2.68M | Buy |
57,900
+900
| +2% | +$40.3K | ﹤0.01% | 3419 |
|
|
2018
Q1 | $2.55M | Sell |
57,000
-28,600
| -33% | -$1.27M | ﹤0.01% | 3421 |
|
|
2017
Q4 | $4.12M | Sell |
85,600
-89,800
| -51% | -$4.58M | ﹤0.01% | 3187 |
|
|
2017
Q3 | $8.62M | Sell |
175,400
-33,400
| -16% | -$1.62M | ﹤0.01% | 2687 |
|
|
2017
Q2 | $10M | Sell |
208,800
-66,400
| -24% | -$3.33M | ﹤0.01% | 2514 |
|
|
2017
Q1 | $13.7M | Buy |
275,200
+96,500
| +54% | +$4.77M | ﹤0.01% | 2176 |
|
|
2016
Q4 | $8.79M | Buy |
178,700
+34,600
| +24% | +$1.7M | ﹤0.01% | 2551 |
|
|
2016
Q3 | $7.39M | Sell |
144,100
-3,900
| -3% | -$205K | ﹤0.01% | 2703 |
|
|
2016
Q2 | $7.94M | Buy |
148,000
+70,000
| +90% | +$3.52M | ﹤0.01% | 2498 |
|
|
2016
Q1 | $4.04M | Sell |
78,000
-94,000
| -55% | -$4.58M | ﹤0.01% | 2873 |
|
|
2015
Q4 | $8.05M | Sell |
172,000
-96,300
| -36% | -$4.37M | ﹤0.01% | 2427 |
|
|
2015
Q3 | $12M | Sell |
268,300
-94,600
| -26% | -$4.15M | ﹤0.01% | 2112 |
|
|
2015
Q2 | $15.2M | Buy |
362,900
+84,800
| +30% | +$3.69M | ﹤0.01% | 2017 |
|
|
2015
Q1 | $12.3M | Buy |
278,100
+24,900
| +10% | +$1.18M | ﹤0.01% | 2112 |
|
|
2014
Q4 | $12.4M | Buy |
253,200
+62,800
| +33% | +$2.97M | ﹤0.01% | 2172 |
|
|
2014
Q3 | $8.31M | Sell |
190,400
-120,300
| -39% | -$5.28M | ﹤0.01% | 2523 |
|
|
2014
Q2 | $14.1M | Buy |
310,700
+74,800
| +32% | +$3.31M | ﹤0.01% | 2088 |
|
|
2014
Q1 | $10.4M | Buy |
235,900
+19,400
| +9% | +$813K | ﹤0.01% | 2333 |
|
|
2013
Q4 | $8.9M | Buy |
216,500
+17,300
| +9% | +$714K | ﹤0.01% | 2458 |
|
|
2013
Q3 | $8.2M | Buy |
199,200
+11,900
| +6% | +$513K | ﹤0.01% | 2439 |
|
|
2013
Q2 | $8.27M | Buy |
+187,300
| New | +$8.61M | ﹤0.01% | 2255 |
|
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.