Hilltop Holdings’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 | $2.25M | Sell |
23,283
-6,849
| -23% | -$634K | 0.2% | 115 |
|
|
2025
Q4 | $2.63M | Buy |
30,132
+5,656
| +23% | +$516K | 0.16% | 150 |
|
|
2025
Q3 | $2.32M | Buy |
24,476
+2,928
| +14% | +$273K | 0.12% | 182 |
|
|
2025
Q2 | $1.98M | Buy |
21,548
+3,684
| +21% | +$331K | 0.13% | 183 |
|
|
2025
Q1 | $1.64M | Buy |
17,864
+3,069
| +21% | +$266K | 0.1% | 217 |
|
|
2024
Q4 | $1.22M | Sell |
14,795
-5,760
| -28% | -$505K | 0.08% | 270 |
|
|
2024
Q3 | $1.85M | Buy |
20,555
+953
| +5% | +$81.4K | 0.12% | 196 |
|
|
2024
Q2 | $1.52M | Buy |
19,602
+963
| +5% | +$73K | 0.18% | 151 |
|
|
2024
Q1 | $1.34M | Sell |
18,639
-1,253
| -6% | -$86.5K | 0.14% | 179 |
|
|
2023
Q4 | $1.39M | Sell |
19,892
-857
| -4% | -$58.9K | 0.16% | 170 |
|
|
2023
Q3 | $1.34M | Buy |
20,749
+547
| +3% | +$38K | 0.16% | 161 |
|
|
2023
Q2 | $1.42M | Sell |
20,202
-5,488
| -21% | -$394K | 0.17% | 141 |
|
|
2023
Q1 | $1.79M | Buy |
25,690
+1,827
| +8% | +$123K | 0.23% | 98 |
|
|
2022
Q4 | $1.7M | Sell |
23,863
-267
| -1% | -$17.9K | 0.22% | 106 |
|
|
2022
Q3 | $1.64M | Sell |
24,130
-1,666
| -6% | -$126K | 0.22% | 99 |
|
|
2022
Q2 | $1.84M | Buy |
25,796
+1,499
| +6% | +$110K | 0.24% | 93 |
|
|
2022
Q1 | $1.76M | Sell |
24,297
-1,149
| -5% | -$77.8K | 0.2% | 107 |
|
|
2021
Q4 | $1.75M | Buy |
25,446
+6,511
| +34% | +$415K | 0.18% | 120 |
|
|
2021
Q3 | $1.17M | Buy |
18,935
+2,983
| +19% | +$192K | 0.13% | 160 |
|
|
2021
Q2 | $965K | Buy |
15,952
+1,215
| +8% | +$77.7K | 0.11% | 184 |
|
|
2021
Q1 | $916K | Sell |
14,737
-916
| -6% | -$54.8K | 0.12% | 170 |
|
|
2020
Q4 | $962K | Sell |
15,653
-1,083
| -6% | -$65.1K | 0.13% | 164 |
|
|
2020
Q3 | $907K | Buy |
16,736
+2,169
| +15% | +$116K | 0.15% | 145 |
|
|
2020
Q2 | $754K | Buy |
14,567
+843
| +6% | +$46.9K | 0.14% | 157 |
|
|
2020
Q1 | $743K | Sell |
13,724
-6,367
| -32% | -$403K | 0.18% | 122 |
|
|
2019
Q4 | $1.28M | Sell |
20,091
-1,033
| -5% | -$64K | 0.24% | 104 |
|
|
2019
Q3 | $1.3M | Buy |
21,124
+5,423
| +35% | +$314K | 0.25% | 100 |
|
|
2019
Q2 | $867K | Buy |
15,701
+57
| +0.4% | +$3.05K | 0.18% | 123 |
|
|
2019
Q1 | $809K | Sell |
15,644
-293
| -2% | -$14.4K | 0.17% | 132 |
|
|
2018
Q4 | $699K | Sell |
15,937
-4,008
| -20% | -$182K | 0.17% | 126 |
|
|
2018
Q3 | $869K | Sell |
19,945
-7,414
| -27% | -$342K | 0.18% | 143 |
|
|
2018
Q2 | $1.27M | Buy |
27,359
+400
| +1% | +$17.9K | 0.27% | 98 |
|
|
2018
Q1 | $1.2M | Buy |
26,959
+8,006
| +42% | +$355K | 0.21% | 118 |
|
|
2017
Q4 | $912K | Sell |
18,953
-49
| -0.3% | -$2.5K | 0.21% | 130 |
|
|
2017
Q3 | $933K | Sell |
19,002
-1,780
| -9% | -$86.3K | 0.28% | 100 |
|
|
2017
Q2 | $995K | Sell |
20,782
-6,434
| -24% | -$323K | 0.29% | 110 |
|
|
2017
Q1 | $1.35M | Sell |
27,216
-3,374
| -11% | -$167K | 0.41% | 80 |
|
|
2016
Q4 | $1.5M | Sell |
30,590
-479
| -2% | -$23.5K | 0.47% | 61 |
|
|
2016
Q3 | $1.59M | Sell |
31,069
-1,524
| -5% | -$80.3K | 0.5% | 61 |
|
|
2016
Q2 | $1.75M | Buy |
32,593
+2,760
| +9% | +$139K | 0.56% | 48 |
|
|
2016
Q1 | $1.54M | Sell |
29,833
-2,153
| -7% | -$105K | 0.48% | 61 |
|
|
2015
Q4 | $1.5M | Sell |
31,986
-162
| -0.5% | -$7.34K | 0.43% | 76 |
|
|
2015
Q3 | $1.44M | Sell |
32,148
-927
| -3% | -$40.7K | 0.42% | 78 |
|
|
2015
Q2 | $1.39M | Buy |
33,075
+587
| +2% | +$25.6K | 0.38% | 94 |
|
|
2015
Q1 | $1.44M | Buy |
32,488
+5,929
| +22% | +$282K | 0.37% | 95 |
|
|
2014
Q4 | $1.3M | Buy |
26,559
+1,054
| +4% | +$49.8K | 0.45% | 61 |
|
|
2014
Q3 | $1.11M | Buy |
25,505
+3,159
| +14% | +$139K | 0.51% | 70 |
|
|
2014
Q2 | $1.01M | Buy |
22,346
+1,768
| +9% | +$78.2K | 0.47% | 71 |
|
|
2014
Q1 | $904K | Buy |
20,578
+11,814
| +135% | +$495K | 0.45% | 65 |
|
|
2013
Q4 | $361K | Buy |
8,764
+783
| +10% | +$32.3K | 0.18% | 136 |
|
|
2013
Q3 | $329K | Buy |
+7,981
| New | +$344K | 0.19% | 124 |
|
Other funds holding SO
VCM
VPM
Hilltop Holdings's SO Position: Q1 2026 in Review
Hilltop Holdings reduced its Southern Company (SO) stake by 23% in Q1 2026, selling an estimated $634K and leaving 23,283 shares worth $2.25M. The position accounts for 0.2% of the portfolio, ranked #115.
Hilltop Holdings first reported a position in SO in Q3 2013 and has held it in 51 quarters since. The position peaked at $2.63M in Q4 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Hilltop Holdings held 23,283 shares of Southern Company worth $2.25M as of Q1 2026.
- Hilltop Holdings sold 6,849 Southern Company shares in Q1 2026, an estimated $634K.
- Southern Company made up 0.2% of Hilltop Holdings's portfolio in Q1 2026, its #115 holding.
- Hilltop Holdings first reported a position in Southern Company in Q3 2013 and has held it in 51 quarters since.
- Hilltop Holdings's Southern Company position peaked at $2.63M in Q4 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.