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 Q3	$3.86M	Buy	46,595 +9,362	+25%	+$853K	0.03%	373
2026 Q2	$3.56M	Buy	37,233 +26,165	+236%	+$2.46M	0.02%	490
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jefferies Financial Group's SO Position: Q3 2026 in Review

Jefferies Financial Group increased its Southern Company (SO) stake by 25% in Q3 2026, buying an estimated $853K and bringing the position to 46,595 shares worth $3.86M. The position accounts for 0.03% of the portfolio, ranked #373.

Jefferies Financial Group first reported a position in SO in Q4 2022 and has held it in 11 quarters since. The position peaked at $28.8M in Q1 2025. 1,582 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Jefferies Financial Group held 46,595 shares of Southern Company worth $3.86M as of Q3 2026.
Jefferies Financial Group bought 9,362 Southern Company shares in Q3 2026, an estimated $853K.
Southern Company made up 0.03% of Jefferies Financial Group's portfolio in Q3 2026, its #373 holding.
Jefferies Financial Group first reported a position in Southern Company in Q4 2022 and has held it in 11 quarters since.
Jefferies Financial Group's Southern Company position peaked at $28.8M in Q1 2025.
1,582 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.