KBC Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10M | Buy |
103,675
+2,385
| +2% | +$221K | 0.03% | 347 |
|
|
2025
Q4 | $8.83M | Hold |
101,290
| – | – | 0.02% | 374 |
|
|
2025
Q3 | $9.6M | Buy |
101,290
+1,940
| +2% | +$181K | 0.02% | 361 |
|
|
2025
Q2 | $9.12M | Buy |
99,350
+14,908
| +18% | +$1.34M | 0.02% | 377 |
|
|
2025
Q1 | $7.76M | Sell |
84,442
-2,324
| -3% | -$201K | 0.02% | 387 |
|
|
2024
Q4 | $7.14M | Buy |
86,766
+1,175
| +1% | +$103K | 0.02% | 429 |
|
|
2024
Q3 | $7.72M | Buy |
85,591
+1,023
| +1% | +$87.4K | 0.02% | 407 |
|
|
2024
Q2 | $6.56M | Buy |
84,568
+7,216
| +9% | +$547K | 0.02% | 387 |
|
|
2024
Q1 | $5.55M | Buy |
77,352
+4,140
| +6% | +$286K | 0.02% | 428 |
|
|
2023
Q4 | $5.13M | Buy |
73,212
+2,428
| +3% | +$167K | 0.02% | 461 |
|
|
2023
Q3 | $4.58M | Buy |
70,784
+3,357
| +5% | +$233K | 0.02% | 464 |
|
|
2023
Q2 | $4.74M | Buy |
67,427
+3,263
| +5% | +$234K | 0.02% | 467 |
|
|
2023
Q1 | $4.46M | Buy |
64,164
+5,311
| +9% | +$358K | 0.02% | 502 |
|
|
2022
Q4 | $4.2M | Buy |
58,853
+2,059
| +4% | +$138K | 0.02% | 461 |
|
|
2022
Q3 | $3.86M | Buy |
56,794
+1,648
| +3% | +$125K | 0.02% | 425 |
|
|
2022
Q2 | $3.93M | Sell |
55,146
-7,709
| -12% | -$566K | 0.02% | 433 |
|
|
2022
Q1 | $4.56M | Hold |
62,855
| – | – | 0.02% | 439 |
|
|
2021
Q4 | $4.31M | Sell |
62,855
-57,564
| -48% | -$3.67M | 0.01% | 476 |
|
|
2021
Q3 | $7.46M | Sell |
120,419
-120,419
| -50% | -$7.75M | 0.03% | 404 |
|
|
2021
Q2 | $14.6M | Buy |
240,838
+7,772
| +3% | +$497K | 0.03% | 420 |
|
|
2021
Q1 | $14.5M | Sell |
233,066
-2,896
| -1% | -$173K | 0.03% | 404 |
|
|
2020
Q4 | $79.7M | Sell |
235,962
-303,738
| -56% | -$18.3M | 0.03% | 390 |
|
|
2020
Q3 | $29.3M | Sell |
539,700
-1,674
| -0.3% | -$89.5K | 0.09% | 226 |
|
|
2020
Q2 | $28.1M | Buy |
541,374
+300,052
| +124% | +$16.7M | 0.09% | 204 |
|
|
2020
Q1 | $13.1M | Buy |
241,322
+88,270
| +58% | +$5.59M | 0.11% | 199 |
|
|
2019
Q4 | $9.75M | Sell |
153,052
-4,346
| -3% | -$269K | 0.06% | 330 |
|
|
2019
Q3 | $9.72M | Sell |
157,398
-27,492
| -15% | -$1.59M | 0.07% | 319 |
|
|
2019
Q2 | $10.2M | Sell |
184,890
-33,692
| -15% | -$1.8M | 0.08% | 297 |
|
|
2019
Q1 | $11.3M | Buy |
218,582
+129,277
| +145% | +$6.34M | 0.09% | 267 |
|
|
2018
Q4 | $3.92M | Sell |
89,305
-12,474
| -12% | -$567K | 0.04% | 392 |
|
|
2018
Q3 | $4.44M | Buy |
101,779
+15,119
| +17% | +$697K | 0.03% | 459 |
|
|
2018
Q2 | $4.01M | Buy |
86,660
+7,547
| +10% | +$338K | 0.03% | 450 |
|
|
2018
Q1 | $3.53M | Sell |
79,113
-13,238
| -14% | -$588K | 0.03% | 453 |
|
|
2017
Q4 | $4.44M | Sell |
92,351
-25,984
| -22% | -$1.32M | 0.04% | 431 |
|
|
2017
Q3 | $5.82M | Buy |
118,335
+11,617
| +11% | +$563K | 0.05% | 362 |
|
|
2017
Q2 | $5.11M | Buy |
106,718
+12,706
| +14% | +$637K | 0.05% | 364 |
|
|
2017
Q1 | $4.68M | Buy |
94,012
+12,298
| +15% | +$608K | 0.04% | 429 |
|
|
2016
Q4 | $4.02M | Sell |
81,714
-87,683
| -52% | -$4.31M | 0.04% | 449 |
|
|
2016
Q3 | $8.69M | Sell |
169,397
-53,525
| -24% | -$2.82M | 0.1% | 233 |
|
|
2016
Q2 | $12M | Buy |
222,922
+22,218
| +11% | +$1.12M | 0.17% | 156 |
|
|
2016
Q1 | $10.4M | Sell |
200,704
-202,498
| -50% | -$9.86M | 0.17% | 155 |
|
|
2015
Q4 | $18.9M | Buy |
403,202
+17,719
| +5% | +$803K | 0.35% | 65 |
|
|
2015
Q3 | $17.2M | Sell |
385,483
-173,021
| -31% | -$7.59M | 0.35% | 76 |
|
|
2015
Q2 | $23.4M | Sell |
558,504
-60,315
| -10% | -$2.63M | 0.3% | 89 |
|
|
2015
Q1 | $27.4M | Buy |
618,819
+492,594
| +390% | +$23.4M | 0.35% | 78 |
|
|
2014
Q4 | $6.2M | Buy |
126,225
+91,365
| +262% | +$4.31M | 0.07% | 309 |
|
|
2014
Q3 | $1.52M | Sell |
34,860
-76,024
| -69% | -$3.34M | 0.05% | 407 |
|
|
2014
Q2 | $5.03M | Sell |
110,884
-434
| -0.4% | -$19.2K | 0.06% | 384 |
|
|
2014
Q1 | $4.89M | Sell |
111,318
-99,938
| -47% | -$4.19M | 0.08% | 302 |
|
|
2013
Q4 | $8.69M | Sell |
211,256
-55,240
| -21% | -$2.28M | 0.13% | 203 |
|
|
2013
Q3 | $11M | Sell |
266,496
-334,546
| -56% | -$14.4M | 0.18% | 155 |
|
|
2013
Q2 | $26.5M | Buy |
+601,042
| New | +$27.6M | 0.49% | 37 |
|
Other funds holding SO
VCM
VPM
KBC Group's SO Position: Q1 2026 in Review
KBC Group increased its Southern Company (SO) stake by 2.4% in Q1 2026, buying an estimated $221K and bringing the position to 103,675 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #347.
KBC Group first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $79.7M in Q4 2020. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- KBC Group held 103,675 shares of Southern Company worth $10M as of Q1 2026.
- KBC Group bought 2,385 Southern Company shares in Q1 2026, an estimated $221K.
- Southern Company made up 0.03% of KBC Group's portfolio in Q1 2026, its #347 holding.
- KBC Group first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- KBC Group's Southern Company position peaked at $79.7M in Q4 2020.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on KBC Group's 13F filing for Q1 2026, filed 7 May 2026.