HSBC 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 | $3.24M | Sell |
33,700
-28,900
| -46% | -$2.67M | ﹤0.01% | 1327 |
|
|
2025
Q4 | $5.46M | Buy |
62,600
+18,300
| +41% | +$1.67M | ﹤0.01% | 1173 |
|
|
2025
Q3 | $4.19M | Buy |
44,300
+5,100
| +13% | +$476K | ﹤0.01% | 1248 |
|
|
2025
Q2 | $3.58M | Sell |
39,200
-700
| -2% | -$62.9K | ﹤0.01% | 1274 |
|
|
2025
Q1 | $3.65M | Buy |
39,900
+33,900
| +565% | +$2.93M | ﹤0.01% | 1222 |
|
|
2024
Q4 | $494K | Sell |
6,000
-9,300
| -61% | -$816K | ﹤0.01% | 2181 |
|
|
2024
Q3 | $1.38M | Hold |
15,300
| – | – | ﹤0.01% | 1566 |
|
|
2024
Q2 | $1.19M | Hold |
15,300
| – | – | ﹤0.01% | 1600 |
|
|
2024
Q1 | $1.1M | Sell |
15,300
-15,100
| -50% | -$1.04M | ﹤0.01% | 1737 |
|
|
2023
Q4 | $2.12M | Sell |
30,400
-31,400
| -51% | -$2.16M | ﹤0.01% | 1471 |
|
|
2023
Q3 | $4.01M | Hold |
61,800
| – | – | ﹤0.01% | 1166 |
|
|
2023
Q2 | $4.29M | Sell |
61,800
-20,700
| -25% | -$1.48M | ﹤0.01% | 1115 |
|
|
2023
Q1 | $5.69M | Buy |
82,500
+16,300
| +25% | +$1.1M | 0.01% | 1067 |
|
|
2022
Q4 | $4.71M | Hold |
66,200
| – | – | 0.01% | 1275 |
|
|
2022
Q3 | $4.54M | Buy |
66,200
+20,700
| +45% | +$1.57M | 0.01% | 1215 |
|
|
2022
Q2 | $3.25M | Buy |
+45,500
| New | +$3.34M | ﹤0.01% | 1367 |
|
|
2022
Q1 | – | Sell |
-20,700
| Closed | -$1.42M | – | 3459 |
|
|
2021
Q4 | $1.42M | Hold |
20,700
| – | – | ﹤0.01% | 1848 |
|
|
2021
Q3 | $1.29M | Hold |
20,700
| – | – | ﹤0.01% | 1744 |
|
|
2021
Q2 | $1.25M | Buy |
+20,700
| New | +$1.32M | ﹤0.01% | 1662 |
|
|
2020
Q2 | – | Sell |
-53,200
| Closed | -$2.94M | – | 2841 |
|
|
2020
Q1 | $2.94M | Sell |
53,200
-15,600
| -23% | -$988K | 0.01% | 1034 |
|
|
2019
Q4 | $4.35M | Sell |
68,800
-64,000
| -48% | -$3.97M | 0.01% | 1169 |
|
|
2019
Q3 | $8.2M | Sell |
132,800
-9,300
| -7% | -$539K | 0.02% | 950 |
|
|
2019
Q2 | $7.86M | Buy |
142,100
+22,500
| +19% | +$1.2M | 0.01% | 942 |
|
|
2019
Q1 | $6.18M | Sell |
119,600
-9,600
| -7% | -$471K | 0.01% | 1022 |
|
|
2018
Q4 | $5.67M | Hold |
129,200
| – | – | 0.01% | 1051 |
|
|
2018
Q3 | $5.63M | Hold |
129,200
| – | – | 0.01% | 1077 |
|
|
2018
Q2 | $5.98M | Hold |
129,200
| – | – | 0.01% | 1038 |
|
|
2018
Q1 | $5.77M | Buy |
+129,200
| New | +$5.74M | 0.01% | 1055 |
|
|
2017
Q4 | – | Sell |
-411,800
| Closed | -$20.2M | – | 2344 |
|
|
2017
Q3 | $20.2M | Buy |
411,800
+54,100
| +15% | +$2.62M | 0.03% | 540 |
|
|
2017
Q2 | $17.1M | Buy |
357,700
+27,600
| +8% | +$1.38M | 0.03% | 560 |
|
|
2017
Q1 | $16.4M | Sell |
330,100
-94,900
| -22% | -$4.69M | 0.03% | 530 |
|
|
2016
Q4 | $20.9M | Hold |
425,000
| – | – | 0.05% | 454 |
|
|
2016
Q3 | $21.8M | Buy |
425,000
+30,100
| +8% | +$1.59M | 0.05% | 404 |
|
|
2016
Q2 | $21.2M | Buy |
394,900
+200,000
| +103% | +$10.1M | 0.06% | 389 |
|
|
2016
Q1 | $10.1M | Sell |
194,900
-322,200
| -62% | -$15.7M | 0.03% | 640 |
|
|
2015
Q4 | $24.2M | Buy |
517,100
+487,100
| +1,624% | +$22.1M | 0.06% | 377 |
|
|
2015
Q3 | $1.34M | Buy |
+30,000
| New | +$1.32M | ﹤0.01% | 1159 |
|
|
2015
Q2 | – | Sell |
-324,600
| Closed | -$14.4M | – | 2260 |
|
|
2015
Q1 | $14.4M | Buy |
324,600
+93,600
| +41% | +$4.45M | 0.03% | 545 |
|
|
2014
Q4 | $11.3M | Buy |
231,000
+134,900
| +140% | +$6.37M | 0.02% | 620 |
|
|
2014
Q3 | $4.2M | Buy |
96,100
+71,100
| +284% | +$3.12M | 0.01% | 942 |
|
|
2014
Q2 | $1.14M | Hold |
25,000
| – | – | ﹤0.01% | 1275 |
|
|
2014
Q1 | $1.1M | Sell |
25,000
-91,100
| -78% | -$3.82M | ﹤0.01% | 1217 |
|
|
2013
Q4 | $4.77M | Buy |
116,100
+5,000
| +5% | +$206K | 0.01% | 867 |
|
|
2013
Q3 | $4.58M | Buy |
+111,100
| New | +$4.79M | 0.01% | 869 |
|
Other funds holding SO
VCM
VPM
HSBC Holdings's SO Position: Q1 2026 in Review
HSBC Holdings reduced its Southern Company (SO) stake by 5.3% in Q1 2026, selling an estimated $9.13M and leaving 1,750,054 shares worth $169M. The position accounts for 0.09% of the portfolio, ranked #221.
HSBC Holdings first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $178M in Q3 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- HSBC Holdings held 1,750,054 shares of Southern Company worth $169M as of Q1 2026.
- HSBC Holdings sold 98,656 Southern Company shares in Q1 2026, an estimated $9.13M.
- Southern Company made up 0.09% of HSBC Holdings's portfolio in Q1 2026, its #221 holding.
- HSBC Holdings first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- HSBC Holdings's Southern Company position peaked at $178M in Q3 2024.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.