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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
Q2 		– Sell
-177,400
Closed -$17.1M – 2023
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jefferies Financial Group's SO Position: Q2 2026 in Review

Jefferies Financial Group increased its Southern Company (SO) stake by 236% in Q2 2026, buying an estimated $2.46M and bringing the position to 37,233 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #490.

Jefferies Financial Group first reported a position in SO in Q4 2022 and has held it in 10 quarters since. The position peaked at $28.8M in Q1 2025. 2,368 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Jefferies Financial Group held 37,233 shares of Southern Company worth $3.56M as of Q2 2026.
  • Jefferies Financial Group bought 26,165 Southern Company shares in Q2 2026, an estimated $2.46M.
  • Southern Company made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #490 holding.
  • Jefferies Financial Group first reported a position in Southern Company in Q4 2022 and has held it in 10 quarters since.
  • Jefferies Financial Group's Southern Company position peaked at $28.8M in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.