Guggenheim Capital’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
Q2 | $8.65M | Sell |
90,336
-1,877
| -2% | -$177K | 0.05% | 326 |
|
|
2026
Q1 | $8.9M | Buy |
92,213
+11,669
| +14% | +$1.08M | 0.07% | 288 |
|
|
2025
Q4 | $7.02M | Sell |
80,544
-2,527
| -3% | -$231K | 0.05% | 348 |
|
|
2025
Q3 | $7.87M | Sell |
83,071
-412
| -0.5% | -$38.5K | 0.06% | 324 |
|
|
2025
Q2 | $7.67M | Buy |
83,483
+5,485
| +7% | +$493K | 0.06% | 312 |
|
|
2025
Q1 | $7.17M | Sell |
77,998
-19,193
| -20% | -$1.66M | 0.07% | 323 |
|
|
2024
Q4 | $8M | Sell |
97,191
-20,891
| -18% | -$1.83M | 0.06% | 313 |
|
|
2024
Q3 | $10.6M | Sell |
118,082
-27,608
| -19% | -$2.36M | 0.07% | 290 |
|
|
2024
Q2 | $11.3M | Buy |
145,690
+35,973
| +33% | +$2.73M | 0.08% | 269 |
|
|
2024
Q1 | $7.87M | Sell |
109,717
-14,992
| -12% | -$1.03M | 0.06% | 394 |
|
|
2023
Q4 | $8.74M | Sell |
124,709
-44,013
| -26% | -$3.02M | 0.07% | 350 |
|
|
2023
Q3 | $10.9M | Sell |
168,722
-38,480
| -19% | -$2.67M | 0.09% | 243 |
|
|
2023
Q2 | $14.6M | Sell |
207,202
-22,714
| -10% | -$1.63M | 0.11% | 187 |
|
|
2023
Q1 | $16M | Sell |
229,916
-38,372
| -14% | -$2.58M | 0.13% | 162 |
|
|
2022
Q4 | $19.2M | Sell |
268,288
-33,072
| -11% | -$2.21M | 0.17% | 135 |
|
|
2022
Q3 | $20.5M | Buy |
301,360
+865
| +0.3% | +$65.5K | 0.19% | 115 |
|
|
2022
Q2 | $21.4M | Sell |
300,495
-50,800
| -14% | -$3.73M | 0.17% | 136 |
|
|
2022
Q1 | $25.5M | Buy |
351,295
+9,107
| +3% | +$617K | 0.15% | 143 |
|
|
2021
Q4 | $23.5M | Buy |
342,188
+27,926
| +9% | +$1.78M | 0.12% | 174 |
|
|
2021
Q3 | $19.5M | Sell |
314,262
-41,992
| -12% | -$2.7M | 0.12% | 182 |
|
|
2021
Q2 | $21.6M | Buy |
356,254
+19,336
| +6% | +$1.24M | 0.13% | 168 |
|
|
2021
Q1 | $20.9M | Sell |
336,918
-11,393
| -3% | -$682K | 0.14% | 152 |
|
|
2020
Q4 | $21.4M | Sell |
348,311
-24,853
| -7% | -$1.49M | 0.13% | 128 |
|
|
2020
Q3 | $20.2M | Buy |
373,164
+5,746
| +2% | +$307K | 0.15% | 117 |
|
|
2020
Q2 | $19.1M | Sell |
367,418
-11,998
| -3% | -$667K | 0.15% | 130 |
|
|
2020
Q1 | $20.5M | Sell |
379,416
-49,716
| -12% | -$3.15M | 0.21% | 96 |
|
|
2019
Q4 | $27.3M | Buy |
429,132
+25,928
| +6% | +$1.61M | 0.21% | 93 |
|
|
2019
Q3 | $24.9M | Sell |
403,204
-5,782
| -1% | -$335K | 0.2% | 102 |
|
|
2019
Q2 | $22.6M | Sell |
408,986
-26,157
| -6% | -$1.4M | 0.18% | 111 |
|
|
2019
Q1 | $22.5M | Buy |
435,143
+40,183
| +10% | +$1.97M | 0.18% | 104 |
|
|
2018
Q4 | $17.3M | Sell |
394,960
-32,014
| -7% | -$1.46M | 0.15% | 133 |
|
|
2018
Q3 | $18.6M | Sell |
426,974
-94
| -0% | -$4.33K | 0.12% | 159 |
|
|
2018
Q2 | $19.8M | Sell |
427,068
-759,491
| -64% | -$34M | 0.13% | 141 |
|
|
2018
Q1 | $53M | Buy |
1,186,559
+68,140
| +6% | +$3.03M | 0.13% | 264 |
|
|
2017
Q4 | $53.8M | Sell |
1,118,419
-54,300
| -5% | -$2.77M | 0.13% | 295 |
|
|
2017
Q3 | $57.6M | Sell |
1,172,719
-12,014
| -1% | -$582K | 0.14% | 214 |
|
|
2017
Q2 | $56.7M | Buy |
1,184,733
+50,484
| +4% | +$2.53M | 0.15% | 207 |
|
|
2017
Q1 | $56.5M | Buy |
1,134,249
+32,291
| +3% | +$1.6M | 0.15% | 195 |
|
|
2016
Q4 | $54.2M | Sell |
1,101,958
-78,963
| -7% | -$3.88M | 0.16% | 180 |
|
|
2016
Q3 | $60.6M | Sell |
1,180,921
-121,830
| -9% | -$6.42M | 0.19% | 91 |
|
|
2016
Q2 | $69.9M | Buy |
1,302,751
+28,969
| +2% | +$1.46M | 0.22% | 66 |
|
|
2016
Q1 | $65.9M | Sell |
1,273,782
-75,163
| -6% | -$3.66M | 0.21% | 74 |
|
|
2015
Q4 | $63.1M | Sell |
1,348,945
-269,112
| -17% | -$12.2M | 0.18% | 102 |
|
|
2015
Q3 | $72.3M | Sell |
1,618,057
-81,602
| -5% | -$3.58M | 0.22% | 55 |
|
|
2015
Q2 | $71.2M | Sell |
1,699,659
-92,752
| -5% | -$4.04M | 0.18% | 100 |
|
|
2015
Q1 | $79.4M | Buy |
1,792,411
+33,027
| +2% | +$1.57M | 0.19% | 83 |
|
|
2014
Q4 | $86.4M | Sell |
1,759,384
-119,616
| -6% | -$5.65M | 0.22% | 62 |
|
|
2014
Q3 | $82M | Buy |
1,879,000
+410,061
| +28% | +$18M | 0.2% | 72 |
|
|
2014
Q2 | $66.7M | Buy |
1,468,939
+235,765
| +19% | +$10.4M | 0.17% | 107 |
|
|
2014
Q1 | $54.2M | Buy |
1,233,174
+79,850
| +7% | +$3.35M | 0.15% | 128 |
|
|
2013
Q4 | $47.4M | Buy |
1,153,324
+28,314
| +3% | +$1.17M | 0.14% | 149 |
|
|
2013
Q3 | $46.3M | Buy |
1,125,010
+442,517
| +65% | +$19.1M | 0.17% | 96 |
|
|
2013
Q2 | $30.1M | Buy |
+682,493
| New | +$31.4M | 0.13% | 164 |
|
Other funds holding SO
Guggenheim Capital's SO Position: Q2 2026 in Review
Guggenheim Capital reduced its Southern Company (SO) stake by 2% in Q2 2026, selling an estimated $177K and leaving 90,336 shares worth $8.65M. The position accounts for 0.05% of the portfolio, ranked #326.
Guggenheim Capital first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $86.4M in Q4 2014. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Guggenheim Capital held 90,336 shares of Southern Company worth $8.65M as of Q2 2026.
- Guggenheim Capital sold 1,877 Southern Company shares in Q2 2026, an estimated $177K.
- Southern Company made up 0.05% of Guggenheim Capital's portfolio in Q2 2026, its #326 holding.
- Guggenheim Capital first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Guggenheim Capital's Southern Company position peaked at $86.4M in Q4 2014.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.