HSBC Holdings
SO icon

HSBC Holdings’s Southern Company SO Stock Holding History

HSBC Holdings’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 		$191M Buy
1,992,743
+242,689
+14% +$22.8M 0.08% 228
2026
Q1 		$169M Sell
1,750,054
-98,656
-5% -$9.13M 0.09% 221
2025
Q4 		$161M Buy
1,848,710
+36,518
+2% +$3.33M 0.08% 223
2025
Q3 		$172M Buy
1,812,192
+10,720
+0.6% +$1M 0.09% 195
2025
Q2 		$165M Sell
1,801,472
-22,451
-1% -$2.02M 0.1% 192
2025
Q1 		$167M Sell
1,823,923
-156,238
-8% -$13.5M 0.1% 180
2024
Q4 		$163M Buy
1,980,161
+450
+0% +$39.5K 0.09% 190
2024
Q3 		$178M Buy
1,979,711
+460,751
+30% +$39.4M 0.1% 176
2024
Q2 		$118M Sell
1,518,960
-603,885
-28% -$45.8M 0.07% 242
2024
Q1 		$152M Buy
2,122,845
+584,913
+38% +$40.4M 0.1% 188
2023
Q4 		$108M Buy
1,537,932
+122,776
+9% +$8.43M 0.09% 211
2023
Q3 		$91.6M Buy
1,415,156
+461,538
+48% +$32M 0.1% 201
2023
Q2 		$67M Buy
953,618
+21,826
+2% +$1.57M 0.07% 297
2023
Q1 		$64.8M Sell
931,792
-346,944
-27% -$23.4M 0.08% 264
2022
Q4 		$91.2M Buy
1,278,736
+432,254
+51% +$28.9M 0.1% 193
2022
Q3 		$58.4M Sell
846,482
-721,822
-46% -$54.7M 0.1% 204
2022
Q2 		$112M Buy
1,568,304
+653,998
+72% +$48M 0.16% 108
2022
Q1 		$66.4M Sell
914,306
-17,906
-2% -$1.21M 0.08% 229
2021
Q4 		$63.9M Sell
932,212
-47,761
-5% -$3.04M 0.06% 318
2021
Q3 		$61.1M Buy
979,973
+5,537
+0.6% +$356K 0.06% 285
2021
Q2 		$58.9M Sell
974,436
-14,556
-1% -$931K 0.06% 298
2021
Q1 		$61.3M Sell
988,992
-455,392
-32% -$27.3M 0.07% 277
2020
Q4 		$88M Buy
1,444,384
+391,393
+37% +$23.5M 0.12% 164
2020
Q3 		$57M Sell
1,052,991
-189,744
-15% -$10.1M 0.09% 197
2020
Q2 		$64.4M Buy
1,242,735
+40,356
+3% +$2.24M 0.12% 141
2020
Q1 		$65.3M Sell
1,202,379
-35,938
-3% -$2.28M 0.15% 126
2019
Q4 		$78.2M Buy
1,238,317
+355,644
+40% +$22M 0.14% 142
2019
Q3 		$54.5M Sell
882,673
-3,347
-0.4% -$194K 0.1% 201
2019
Q2 		$49M Sell
886,020
-304,208
-26% -$16.3M 0.09% 211
2019
Q1 		$61.5M Sell
1,190,228
-350,370
-23% -$17.2M 0.11% 186
2018
Q4 		$67.7M Buy
1,540,598
+236,565
+18% +$10.8M 0.13% 161
2018
Q3 		$56.9M Buy
1,304,033
+403,955
+45% +$18.6M 0.09% 214
2018
Q2 		$41.7M Sell
900,078
-290,147
-24% -$13M 0.07% 255
2018
Q1 		$53.2M Sell
1,190,225
-264,443
-18% -$11.7M 0.08% 241
2017
Q4 		$70M Buy
1,454,668
+449,161
+45% +$22.9M 0.1% 176
2017
Q3 		$49.4M Sell
1,005,507
-125,610
-11% -$6.09M 0.08% 232
2017
Q2 		$54.2M Buy
1,131,117
+135,800
+14% +$6.81M 0.1% 185
2017
Q1 		$49.6M Sell
995,317
-234,158
-19% -$11.6M 0.1% 179
2016
Q4 		$60.5M Buy
1,229,475
+294,759
+32% +$14.5M 0.14% 150
2016
Q3 		$48.1M Buy
934,716
+76,293
+9% +$4.02M 0.12% 179
2016
Q2 		$45.9M Sell
858,423
-160,254
-16% -$8.06M 0.13% 178
2016
Q1 		$52.6M Buy
1,018,677
+87,092
+9% +$4.24M 0.15% 160
2015
Q4 		$43.7M Sell
931,585
-631,751
-40% -$28.6M 0.11% 217
2015
Q3 		$69.8M Buy
1,563,336
+206,032
+15% +$9.04M 0.18% 120
2015
Q2 		$56.9M Buy
1,357,304
+314,989
+30% +$13.7M 0.12% 190
2015
Q1 		$46.2M Sell
1,042,315
-173,821
-14% -$8.26M 0.09% 239
2014
Q4 		$59.9M Sell
1,216,136
-205,113
-14% -$9.69M 0.12% 173
2014
Q3 		$62M Buy
1,421,249
+72,210
+5% +$3.17M 0.13% 161
2014
Q2 		$61.2M Buy
1,349,039
+126,664
+10% +$5.6M 0.13% 154
2014
Q1 		$53.7M Buy
1,222,375
+161,721
+15% +$6.78M 0.13% 163
2013
Q4 		$43.6M Sell
1,060,654
-48,646
-4% -$2.01M 0.11% 193
2013
Q3 		$45.7M Sell
1,109,300
-773,091
-41% -$33.3M 0.12% 183
2013
Q2 		$83.1M Buy
+1,882,391
New +$86.6M 0.25% 83

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

HSBC Holdings's SO Position: Q2 2026 in Review

HSBC Holdings increased its Southern Company (SO) stake by 14% in Q2 2026, buying an estimated $22.8M and bringing the position to 1,992,743 shares worth $191M. The position accounts for 0.08% of the portfolio, ranked #228.

HSBC Holdings first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • HSBC Holdings held 1,992,743 shares of Southern Company worth $191M as of Q2 2026.
  • HSBC Holdings bought 242,689 Southern Company shares in Q2 2026, an estimated $22.8M.
  • Southern Company made up 0.08% of HSBC Holdings's portfolio in Q2 2026, its #228 holding.
  • HSBC Holdings first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.