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
Q1 		$21.1M Buy
219,000
+126,300
+136% +$11.7M 0.04% 463
2025
Q4 		$8.08M Buy
92,700
+69,500
+300% +$6.34M 0.01% 1093
2025
Q3 		$2.2M Buy
23,200
+7,900
+52% +$738K ﹤0.01% 2216
2025
Q2 		$1.4M Buy
15,300
+7,200
+89% +$647K ﹤0.01% 2451
2025
Q1 		$745K Sell
8,100
-77,400
-91% -$6.7M ﹤0.01% 2724
2024
Q4 		$7.04M Buy
85,500
+16,900
+25% +$1.48M 0.02% 914
2024
Q3 		$6.19M Buy
68,600
+31,500
+85% +$2.69M 0.02% 882
2024
Q2 		$2.88M Buy
37,100
+20,500
+123% +$1.55M 0.01% 1171
2024
Q1 		$1.19M Sell
16,600
-7,500
-31% -$518K ﹤0.01% 1932
2023
Q4 		$1.69M Buy
24,100
+15,300
+174% +$1.05M ﹤0.01% 2015
2023
Q3 		$570K Buy
8,800
+1,700
+24% +$118K ﹤0.01% 2785
2023
Q2 		$499K Buy
7,100
+600
+9% +$43K ﹤0.01% 3023
2023
Q1 		$452K Sell
6,500
-27,600
-81% -$1.86M ﹤0.01% 2869
2022
Q4 		$2.44M Sell
34,100
-37,300
-52% -$2.49M 0.01% 1665
2022
Q3 		$4.86M Buy
71,400
+14,900
+26% +$1.13M 0.01% 1183
2022
Q2 		$4.03M Buy
56,500
+33,200
+142% +$2.44M 0.01% 1464
2022
Q1 		$1.69M Sell
23,300
-42,400
-65% -$2.87M ﹤0.01% 2565
2021
Q4 		$4.51M Buy
65,700
+21,600
+49% +$1.38M ﹤0.01% 1801
2021
Q3 		$2.73M Buy
44,100
+25,700
+140% +$1.65M ﹤0.01% 2335
2021
Q2 		$1.11M Buy
18,400
+8,800
+92% +$563K ﹤0.01% 3282
2021
Q1 		$597K Sell
9,600
-12,800
-57% -$766K ﹤0.01% 3819
2020
Q4 		$1.38M Sell
22,400
-6,400
-22% -$385K ﹤0.01% 2351
2020
Q3 		$1.56M Buy
28,800
+4,800
+20% +$257K ﹤0.01% 1807
2020
Q2 		$1.24M Sell
24,000
-9,500
-28% -$528K 0.01% 1833
2020
Q1 		$1.81M Sell
33,500
-24,700
-42% -$1.56M 0.01% 1109
2019
Q4 		$3.71M Buy
58,200
+25,700
+79% +$1.59M 0.03% 872
2019
Q3 		$2.01M Buy
32,500
+21,500
+195% +$1.25M 0.02% 1217
2019
Q2 		$608K Sell
11,000
-17,800
-62% -$953K 0.01% 1964
2019
Q1 		$1.49M Sell
28,800
-17,400
-38% -$853K 0.02% 1133
2018
Q4 		$2.03M Buy
46,200
+24,300
+111% +$1.1M 0.02% 1028
2018
Q3 		$955K Sell
21,900
-24,600
-53% -$1.13M 0.01% 1737
2018
Q2 		$2.15M Sell
46,500
-65,800
-59% -$2.95M 0.02% 1088
2018
Q1 		$5.01M Buy
112,300
+27,800
+33% +$1.23M 0.05% 468
2017
Q4 		$4.06M Buy
84,500
+56,800
+205% +$2.89M 0.03% 751
2017
Q3 		$1.36M Sell
27,700
-7,000
-20% -$339K 0.01% 1346
2017
Q2 		$1.66M Sell
34,700
-200
-0.6% -$10K 0.02% 1072
2017
Q1 		$1.74M Sell
34,900
-44,100
-56% -$2.18M 0.02% 957
2016
Q4 		$3.89M Buy
79,000
+9,900
+14% +$486K 0.04% 538
2016
Q3 		$3.54M Buy
69,100
+59,100
+591% +$3.11M 0.04% 552
2016
Q2 		$536K Buy
+10,000
New +$503K 0.01% 1688

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Group One Trading's SO Position: Q1 2026 in Review

Group One Trading reduced its Southern Company (SO) stake by 23% in Q1 2026, selling an estimated $29.4K and leaving 1,093 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #4669.

Group One Trading first reported a position in SO in Q3 2013 and has held it in 16 quarters since. The position peaked at $2.09M in Q1 2018. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Group One Trading held 1,093 shares of Southern Company worth $105K as of Q1 2026.
  • Group One Trading sold 318 Southern Company shares in Q1 2026, an estimated $29.4K.
  • Southern Company made up ﹤0.01% of Group One Trading's portfolio in Q1 2026, its #4669 holding.
  • Group One Trading first reported a position in Southern Company in Q3 2013 and has held it in 16 quarters since.
  • Group One Trading's Southern Company position peaked at $2.09M in Q1 2018.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Group One Trading's 13F filing for Q1 2026, filed 13 May 2026.