Janus Henderson Group
SO icon

Janus Henderson Group’s Southern Company SO Stock Holding History

Janus Henderson Group’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
Q1 		$165M Buy
1,713,552
+1,636,051
+2,111% +$151M 0.08% 214
2025
Q4 		$6.76M Sell
77,501
-12,937
-14% -$1.18M ﹤0.01% 838
2025
Q3 		$8.57M Buy
90,438
+6,232
+7% +$582K ﹤0.01% 776
2025
Q2 		$7.73M Buy
84,206
+5,205
+7% +$467K ﹤0.01% 778
2025
Q1 		$7.2M Sell
79,001
-52,813
-40% -$4.57M ﹤0.01% 781
2024
Q4 		$10.9M Buy
131,814
+10,481
+9% +$920K 0.01% 711
2024
Q3 		$10.9M Buy
121,333
+382
+0.3% +$32.6K 0.01% 674
2024
Q2 		$9.38M Sell
120,951
-22,865
-16% -$1.73M 0.01% 679
2024
Q1 		$10.3M Sell
143,816
-48,964
-25% -$3.38M 0.01% 688
2023
Q4 		$13.5M Sell
192,780
-22,571
-10% -$1.55M 0.01% 616
2023
Q3 		$13.9M Sell
215,351
-52,885
-20% -$3.67M 0.01% 604
2023
Q2 		$18.8M Sell
268,236
-1,209
-0.4% -$86.7K 0.01% 569
2023
Q1 		$18.7M Buy
269,445
+47,443
+21% +$3.19M 0.01% 592
2022
Q4 		$15.9M Sell
222,002
-188,152
-46% -$12.6M 0.01% 611
2022
Q3 		$27.9M Buy
410,154
+221,690
+118% +$16.8M 0.01% 614
2022
Q2 		$13.4M Sell
188,464
-102,000
-35% -$7.49M 0.01% 634
2022
Q1 		$21.1M Buy
290,464
+105,647
+57% +$7.15M 0.01% 734
2021
Q4 		$12.7M Sell
184,817
-11,054
-6% -$705K 0.01% 873
2021
Q3 		$12.1M Sell
195,871
-71,321
-27% -$4.59M 0.01% 883
2021
Q2 		$16.2M Sell
267,192
-24,160
-8% -$1.55M 0.01% 841
2021
Q1 		$18.1M Sell
291,352
-1,859,533
-86% -$111M 0.01% 787
2020
Q4 		$132M Sell
2,150,885
-562,928
-21% -$33.8M 0.06% 305
2020
Q3 		$147M Sell
2,713,813
-241,703
-8% -$12.9M 0.08% 256
2020
Q2 		$153M Sell
2,955,516
-762,100
-20% -$42.4M 0.09% 234
2020
Q1 		$201M Buy
3,717,616
+74,848
+2% +$4.74M 0.14% 157
2019
Q4 		$232M Sell
3,642,768
-115,629
-3% -$7.17M 0.12% 193
2019
Q3 		$232M Sell
3,758,397
-450,034
-11% -$26.1M 0.13% 188
2019
Q2 		$233M Buy
4,208,431
+35,601
+0.9% +$1.91M 0.13% 190
2019
Q1 		$216M Buy
4,172,830
+237,106
+6% +$11.6M 0.12% 206
2018
Q4 		$173M Buy
3,935,724
+85,664
+2% +$3.89M 0.11% 231
2018
Q3 		$168M Buy
3,850,060
+158,555
+4% +$7.31M 0.09% 264
2018
Q2 		$171M Sell
3,691,505
-302,661
-8% -$13.5M 0.1% 254
2018
Q1 		$178M Buy
3,994,166
+57,358
+1% +$2.55M 0.11% 239
2017
Q4 		$189M Sell
3,936,808
-862,742
-18% -$44M 0.12% 216
2017
Q3 		$236M Buy
4,799,550
+126,052
+3% +$6.11M 0.15% 185
2017
Q2 		$224M Buy
4,673,498
+4,546,503
+3,580% +$228M 0.15% 176
2017
Q1 		$6.32M Buy
126,995
+1,100
+0.9% +$54.4K 0.04% 327
2016
Q4 		$6.19M Buy
125,895
+14,127
+13% +$694K 0.05% 331
2016
Q3 		$5.73M Buy
111,768
+36,967
+49% +$1.95M 0.04% 318
2016
Q2 		$4.01M Sell
74,801
-17,486
-19% -$879K 0.03% 352
2016
Q1 		$4.77M Buy
92,287
+17,016
+23% +$829K 0.04% 344
2015
Q4 		$3.52M Hold
75,271
– – 0.03% 391
2015
Q3 		$3.37M Sell
75,271
-12,459
-14% -$547K 0.03% 396
2015
Q2 		$3.67M Hold
87,730
– – 0.03% 399
2015
Q1 		$3.88M Hold
87,730
– – 0.03% 411
2014
Q4 		$4.31M Sell
87,730
-10,772
-11% -$509K 0.03% 390
2014
Q3 		$4.3M Sell
98,502
-7,640
-7% -$336K 0.04% 297
2014
Q2 		$4.82M Hold
106,142
– – 0.05% 278
2014
Q1 		$4.66M Buy
106,142
+27,777
+35% +$1.16M 0.05% 290
2013
Q4 		$3.22M Buy
78,365
+8,608
+12% +$355K 0.03% 324
2013
Q3 		$2.87M Hold
69,757
– – 0.03% 334
2013
Q2 		$3.06M Buy
+69,757
New +$3.21M 0.04% 317

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group's SO Position: Q1 2026 in Review

Janus Henderson Group increased its Southern Company (SO) stake by 2,111% in Q1 2026, buying an estimated $151M and bringing the position to 1,713,552 shares worth $165M. The position accounts for 0.08% of the portfolio, ranked #214.

Janus Henderson Group first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $236M in Q3 2017. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Janus Henderson Group held 1,713,552 shares of Southern Company worth $165M as of Q1 2026.
  • Janus Henderson Group bought 1,636,051 Southern Company shares in Q1 2026, an estimated $151M.
  • Southern Company made up 0.08% of Janus Henderson Group's portfolio in Q1 2026, its #214 holding.
  • Janus Henderson Group first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • Janus Henderson Group's Southern Company position peaked at $236M in Q3 2017.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.