Group One Trading
SO icon

Group One Trading’s Southern Company SO Stock Holding History

Group One Trading’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,093
Closed -$103K – 8438
2026
Q1 		$105K Sell
1,093
-318
-23% -$29.4K ﹤0.01% 4669
2025
Q4 		$123K Buy
+1,411
New +$129K ﹤0.01% 4826
2023
Q4 		– Sell
-5,977
Closed -$410K – 8150
2023
Q3 		$387K Buy
+5,977
New +$415K ﹤0.01% 3179
2021
Q4 		– Sell
-26,744
Closed -$1.7M – 8798
2021
Q3 		$1.66M Buy
+26,744
New +$1.72M ﹤0.01% 2850
2019
Q1 		– Sell
-4,892
Closed -$240K – 5329
2018
Q4 		$215K Buy
4,892
+2,646
+118% +$120K ﹤0.01% 2628
2018
Q3 		$98K Buy
+2,246
New +$104K ﹤0.01% 3552
2018
Q2 		– Sell
-46,756
Closed -$2.09M – 5440
2018
Q1 		$2.09M Buy
46,756
+40,256
+619% +$1.79M 0.02% 979
2017
Q4 		$313K Sell
6,500
-10
-0.2% -$510 ﹤0.01% 2615
2017
Q3 		$320K Sell
6,510
-4,450
-41% -$216K ﹤0.01% 2414
2017
Q2 		$525K Buy
10,960
+800
+8% +$40.1K 0.01% 1935
2017
Q1 		$506K Buy
+10,160
New +$502K 0.01% 1843
2016
Q4 		– Sell
-7,360
Closed -$362K – 4811
2016
Q3 		$378K Buy
+7,360
New +$388K ﹤0.01% 2020
2016
Q1 		– Sell
-1,300
Closed -$63.3K – 4909
2015
Q4 		$61K Buy
+1,300
New +$58.9K ﹤0.01% 3298
2015
Q1 		– Sell
-200
Closed -$10K – 5135
2014
Q4 		$10K Buy
+200
New +$9.45K ﹤0.01% 4244
2014
Q3 		– Sell
-200
Closed -$9K – 5443
2014
Q2 		$9K Buy
+200
New +$8.84K ﹤0.01% 4560
2013
Q4 		– Sell
-275
Closed -$11K – 5516
2013
Q3 		$11K Buy
+275
New +$11.8K ﹤0.01% 4457

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Group One Trading's SO Position: Q2 2026 in Review

Group One Trading sold out of Southern Company (SO) in Q2 2026, closing a stake of 1,093 shares — an estimated $103K sold.

Group One Trading first reported a position in SO in Q3 2013 and held it in 16 quarters. The position peaked at $2.09M in Q1 2018. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Group One Trading reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Group One Trading sold 1,093 Southern Company shares in Q2 2026, an estimated $103K.
  • Group One Trading first reported a position in Southern Company in Q3 2013 and held it in 16 quarters.
  • Group One Trading's Southern Company position peaked at $2.09M in Q1 2018.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Group One Trading's 13F filing for Q2 2026, filed 14 Aug 2026.