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 | $10.6M | Sell |
110,400
-36,000
| -25% | -$3.33M | 0.01% | 915 |
|
|
2025
Q4 | $12.8M | Buy |
146,400
+35,100
| +32% | +$3.2M | 0.01% | 879 |
|
|
2025
Q3 | $10.5M | Buy |
111,300
+100
| +0.1% | +$9.34K | 0.01% | 908 |
|
|
2025
Q2 | $10.1M | Sell |
111,200
-1,600
| -1% | -$144K | 0.01% | 905 |
|
|
2025
Q1 | $10.3M | Buy |
+112,800
| New | +$9.76M | 0.01% | 885 |
|
|
2024
Q1 | – | Sell |
-47,900
| Closed | -$3.35M | – | 3219 |
|
|
2023
Q4 | $3.35M | Sell |
47,900
-10,954
| -19% | -$752K | ﹤0.01% | 1290 |
|
|
2023
Q3 | $3.81M | Sell |
58,854
-2,146
| -4% | -$149K | ﹤0.01% | 1184 |
|
|
2023
Q2 | $4.25M | Sell |
61,000
-13,400
| -18% | -$961K | ﹤0.01% | 1121 |
|
|
2023
Q1 | $5.12M | Sell |
74,400
-39,800
| -35% | -$2.68M | 0.01% | 1100 |
|
|
2022
Q4 | $8.12M | Hold |
114,200
| – | – | 0.01% | 1057 |
|
|
2022
Q3 | $7.84M | Buy |
114,200
+20,800
| +22% | +$1.58M | 0.01% | 996 |
|
|
2022
Q2 | $6.68M | Buy |
+93,400
| New | +$6.86M | 0.01% | 1072 |
|
|
2022
Q1 | – | Sell |
-20,600
| Closed | -$1.41M | – | 3460 |
|
|
2021
Q4 | $1.41M | Buy |
20,600
+4,500
| +28% | +$287K | ﹤0.01% | 1850 |
|
|
2021
Q3 | $1M | Hold |
16,100
| – | – | ﹤0.01% | 1876 |
|
|
2021
Q2 | $969K | Buy |
+16,100
| New | +$1.03M | ﹤0.01% | 1787 |
|
|
2021
Q1 | – | Sell |
-184,000
| Closed | -$11.2M | – | 3091 |
|
|
2020
Q4 | $11.2M | Hold |
184,000
| – | – | 0.01% | 758 |
|
|
2020
Q3 | $9.97M | Sell |
184,000
-35,200
| -16% | -$1.88M | 0.02% | 715 |
|
|
2020
Q2 | $11.4M | Buy |
219,200
+52,300
| +31% | +$2.91M | 0.02% | 611 |
|
|
2020
Q1 | $9.21M | Sell |
166,900
-88,400
| -35% | -$5.6M | 0.02% | 617 |
|
|
2019
Q4 | $16.1M | Buy |
255,300
+26,400
| +12% | +$1.64M | 0.03% | 601 |
|
|
2019
Q3 | $14.1M | Buy |
228,900
+107,900
| +89% | +$6.25M | 0.03% | 681 |
|
|
2019
Q2 | $6.69M | Buy |
+121,000
| New | +$6.48M | 0.01% | 1025 |
|
|
2019
Q1 | – | Sell |
-27,300
| Closed | -$1.2M | – | 2871 |
|
|
2018
Q4 | $1.2M | Sell |
27,300
-50,000
| -65% | -$2.27M | ﹤0.01% | 1703 |
|
|
2018
Q3 | $3.37M | Hold |
77,300
| – | – | 0.01% | 1289 |
|
|
2018
Q2 | $3.58M | Sell |
77,300
-100,000
| -56% | -$4.48M | 0.01% | 1281 |
|
|
2018
Q1 | $7.92M | Buy |
+177,300
| New | +$7.87M | 0.01% | 911 |
|
|
2017
Q4 | – | Sell |
-27,300
| Closed | -$1.34M | – | 2345 |
|
|
2017
Q3 | $1.34M | Hold |
27,300
| – | – | ﹤0.01% | 1409 |
|
|
2017
Q2 | $1.31M | Buy |
+27,300
| New | +$1.37M | ﹤0.01% | 1388 |
|
|
2017
Q1 | – | Sell |
-35,500
| Closed | -$1.75M | – | 2535 |
|
|
2016
Q4 | $1.75M | Buy |
35,500
+15,100
| +74% | +$742K | ﹤0.01% | 1250 |
|
|
2016
Q3 | $1.05M | Hold |
20,400
| – | – | ﹤0.01% | 1337 |
|
|
2016
Q2 | $1.09M | Buy |
+20,400
| New | +$1.03M | ﹤0.01% | 1331 |
|
|
2016
Q1 | – | Sell |
-30,000
| Closed | -$1.4M | – | 2226 |
|
|
2015
Q4 | $1.4M | Buy |
+30,000
| New | +$1.36M | ﹤0.01% | 1363 |
|
|
2015
Q1 | – | Sell |
-30,000
| Closed | -$1.47M | – | 2118 |
|
|
2014
Q4 | $1.47M | Hold |
30,000
| – | – | ﹤0.01% | 1232 |
|
|
2014
Q3 | $1.31M | Buy |
+30,000
| New | +$1.32M | ﹤0.01% | 1275 |
|
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.