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Johnson Financial Group Inc (Wisconsin)’s Southern Company SO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$20.6K Sell
213
-1,230
-85% -$114K ﹤0.01% 563
2025
Q4 		$126K Sell
1,443
-14,451
-91% -$1.32M ﹤0.01% 389
2025
Q3 		$1.51M Sell
15,894
-2,330
-13% -$218K 0.06% 142
2025
Q2 		$1.67M Buy
18,224
+2,094
+13% +$188K 0.08% 126
2025
Q1 		$1.48M Buy
16,130
+4,246
+36% +$368K 0.07% 127
2024
Q4 		$998K Buy
11,884
+8,124
+216% +$713K 0.05% 146
2024
Q3 		$339K Sell
3,760
-367
-9% -$31.3K 0.02% 282
2024
Q2 		$320K Sell
4,127
-701
-15% -$53.1K 0.02% 263
2024
Q1 		$346K Buy
4,828
+2,851
+144% +$197K 0.02% 240
2023
Q4 		$139K Buy
1,977
+1,224
+163% +$84.1K 0.01% 335
2023
Q3 		$48.7K Buy
753
+444
+144% +$30.8K ﹤0.01% 405
2023
Q2 		$21.7K Sell
309
-100
-24% -$7.17K ﹤0.01% 484
2023
Q1 		$28.5K Hold
409
– – ﹤0.01% 452
2022
Q4 		$29.2K Hold
409
– – ﹤0.01% 402
2022
Q3 		$27K Sell
409
-300
-42% -$22.7K ﹤0.01% 411
2022
Q2 		$51K Hold
709
– – ﹤0.01% 388
2022
Q1 		$51K Hold
709
– – ﹤0.01% 434
2021
Q4 		$49K Buy
709
+300
+73% +$19.1K ﹤0.01% 446
2021
Q3 		$25K Sell
409
-500
-55% -$32.2K ﹤0.01% 483
2021
Q2 		$55K Sell
909
-200
-18% -$12.8K ﹤0.01% 399
2021
Q1 		$69K Hold
1,109
– – ﹤0.01% 370
2020
Q4 		$68K Sell
1,109
-200
-15% -$12K 0.01% 291
2020
Q3 		$71K Hold
1,309
– – 0.01% 256
2020
Q2 		$68K Sell
1,309
-1,000
-43% -$55.6K 0.01% 252
2020
Q1 		$125K Buy
2,309
+1,000
+76% +$63.4K 0.01% 222
2019
Q4 		$83K Sell
1,309
-4,150
-76% -$257K 0.01% 272
2019
Q3 		$337K Hold
5,459
– – 0.03% 193
2019
Q2 		$301K Buy
5,459
+50
+0.9% +$2.68K 0.03% 198
2019
Q1 		$280K Sell
5,409
-553
-9% -$27.1K 0.02% 201
2018
Q4 		$262K Buy
5,962
+423
+8% +$19.2K 0.03% 203
2018
Q3 		$242K Buy
5,539
+37
+0.7% +$1.71K 0.02% 218
2018
Q2 		$255K Sell
5,502
-2,564
-32% -$115K 0.03% 212
2018
Q1 		$360K Buy
8,066
+718
+10% +$31.9K 0.04% 185
2017
Q4 		$353K Hold
7,348
– – 0.04% 200
2017
Q3 		$361K Sell
7,348
-600
-8% -$29.1K 0.05% 185
2017
Q2 		$380K Sell
7,948
-374
-4% -$18.8K 0.05% 186
2017
Q1 		$415K Buy
8,322
+644
+8% +$31.8K 0.05% 217
2016
Q4 		$377K Hold
7,678
– – 0.05% 218
2016
Q3 		$394K Sell
7,678
-250
-3% -$13.2K 0.05% 214
2016
Q2 		$425K Buy
7,928
+100
+1% +$5.03K 0.06% 210
2016
Q1 		$405K Hold
7,828
– – 0.08% 188
2015
Q4 		$366K Buy
7,828
+4,249
+119% +$193K 0.08% 188
2015
Q3 		$160K Buy
3,579
+233
+7% +$10.2K 0.04% 278
2015
Q2 		$140K Sell
3,346
-140
-4% -$6.1K 0.03% 304
2015
Q1 		$154K Sell
3,486
-10
-0.3% -$475 0.03% 305
2014
Q4 		$172K Hold
3,496
– – 0.04% 276
2014
Q3 		$153K Sell
3,496
-4
-0.1% -$176 0.04% 265
2014
Q2 		$159K Hold
3,500
– – 0.04% 269
2014
Q1 		$154K Hold
3,500
– – 0.05% 238
2013
Q4 		$144K Buy
3,500
+830
+31% +$34.2K 0.04% 242
2013
Q3 		$110K Sell
2,670
-201
-7% -$8.66K 0.03% 281
2013
Q2 		$127K Buy
+2,871
New +$132K 0.04% 285

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

Johnson Financial Group Inc (Wisconsin)'s SO Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Southern Company (SO) stake by 85% in Q1 2026, selling an estimated $114K and leaving 213 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Johnson Financial Group Inc (Wisconsin) first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.67M in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 213 shares of Southern Company worth $20.6K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 1,230 Southern Company shares in Q1 2026, an estimated $114K.
  • Southern Company made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #563 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Southern Company position peaked at $1.67M in Q2 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.