Jefferies Financial Group’s Southern Company SO Stock Holding History

Jefferies Financial 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	$1.07M	Sell	11,068 -63,055	-85%	-$5.83M	0.01%	901
2025 Q4	$6.46M	Buy	+74,123	New	+$6.77M	0.03%	434
2025 Q3	–	Sell	-12,963	Closed	-$1.19M	–	1665
2025 Q2	$1.19M	Sell	12,963 -300,232	-96%	-$27M	0.01%	674
2025 Q1	$28.8M	Buy	313,195 +302,651	+2,870%	+$26.2M	0.25%	59
2024 Q4	$868K	Sell	10,544 -47,456	-82%	-$4.16M	0.01%	929
2024 Q3	$5.23M	Buy	+58,000	New	+$4.95M	0.04%	306
2023 Q3	–	Sell	-9,445	Closed	-$664K	–	1959
2023 Q2	$664K	Buy	9,445 +5,603	+146%	+$402K	0.01%	1074
2023 Q1	$267K	Sell	3,842 -294	-7%	-$19.8K	﹤0.01%	1265
2022 Q4	$295K	Buy	+4,136	New	+$277K	﹤0.01%	1199

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jefferies Financial Group's SO Position: Q1 2026 in Review

Jefferies Financial Group reduced its Southern Company (SO) stake by 85% in Q1 2026, selling an estimated $5.83M and leaving 11,068 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #901.

Jefferies Financial Group first reported a position in SO in Q4 2022 and has held it in 9 quarters since. The position peaked at $28.8M in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Jefferies Financial Group held 11,068 shares of Southern Company worth $1.07M as of Q1 2026.
Jefferies Financial Group sold 63,055 Southern Company shares in Q1 2026, an estimated $5.83M.
Southern Company made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #901 holding.
Jefferies Financial Group first reported a position in Southern Company in Q4 2022 and has held it in 9 quarters since.
Jefferies Financial Group's Southern Company position peaked at $28.8M in Q1 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.