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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 		$17.1M Buy
177,400
+45,000
+34% +$4.16M 0.12% 144
2025
Q4 		$11.5M Buy
+132,400
New +$12.1M 0.06% 286
2024
Q4 		– Sell
-7,000
Closed -$631K – 1830
2024
Q3 		$631K Buy
+7,000
New +$598K ﹤0.01% 919

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

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.