Legal & General 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 | $758M | Sell |
7,848,282
-576,553
| -7% | -$53.3M | 0.18% | 104 |
|
|
2025
Q4 | $735M | Sell |
8,424,835
-107,695
| -1% | -$9.83M | 0.16% | 105 |
|
|
2025
Q3 | $809M | Buy |
8,532,530
+285,546
| +3% | +$26.7M | 0.18% | 98 |
|
|
2025
Q2 | $757M | Sell |
8,246,984
-171,800
| -2% | -$15.4M | 0.19% | 99 |
|
|
2025
Q1 | $774M | Buy |
8,418,784
+110,731
| +1% | +$9.59M | 0.21% | 90 |
|
|
2024
Q4 | $684M | Buy |
8,308,053
+153,431
| +2% | +$13.5M | 0.18% | 100 |
|
|
2024
Q3 | $735M | Sell |
8,154,622
-371,691
| -4% | -$31.8M | 0.19% | 98 |
|
|
2024
Q2 | $661M | Sell |
8,526,313
-484,552
| -5% | -$36.7M | 0.19% | 98 |
|
|
2024
Q1 | $646M | Sell |
9,010,865
-50,107
| -0.6% | -$3.46M | 0.19% | 107 |
|
|
2023
Q4 | $635M | Buy |
9,060,972
+50,664
| +0.6% | +$3.48M | 0.2% | 107 |
|
|
2023
Q3 | $583M | Sell |
9,010,308
-362,563
| -4% | -$25.2M | 0.2% | 98 |
|
|
2023
Q2 | $658M | Buy |
9,372,871
+358,858
| +4% | +$25.7M | 0.21% | 90 |
|
|
2023
Q1 | $627M | Sell |
9,014,013
-30,754
| -0.3% | -$2.07M | 0.22% | 92 |
|
|
2022
Q4 | $646M | Sell |
9,044,767
-51,516
| -0.6% | -$3.44M | 0.25% | 85 |
|
|
2022
Q3 | $619M | Sell |
9,096,283
-828,385
| -8% | -$62.8M | 0.24% | 84 |
|
|
2022
Q2 | $708M | Sell |
9,924,668
-5,567
| -0.1% | -$409K | 0.25% | 75 |
|
|
2022
Q1 | $720M | Sell |
9,930,235
-256,950
| -3% | -$17.4M | 0.22% | 92 |
|
|
2021
Q4 | $699M | Sell |
10,187,185
-338,142
| -3% | -$21.6M | 0.21% | 94 |
|
|
2021
Q3 | $652M | Sell |
10,525,327
-75,430
| -0.7% | -$4.86M | 0.21% | 94 |
|
|
2021
Q2 | $641M | Sell |
10,600,757
-119,644
| -1% | -$7.65M | 0.21% | 94 |
|
|
2021
Q1 | $666M | Buy |
10,720,401
+68,995
| +0.6% | +$4.13M | 0.25% | 78 |
|
|
2020
Q4 | $654M | Sell |
10,651,406
-160,417
| -1% | -$9.64M | 0.26% | 70 |
|
|
2020
Q3 | $586M | Buy |
10,811,823
+199,967
| +2% | +$10.7M | 0.26% | 69 |
|
|
2020
Q2 | $550M | Buy |
10,611,856
+175,071
| +2% | +$9.73M | 0.27% | 69 |
|
|
2020
Q1 | $565M | Buy |
10,436,785
+177,708
| +2% | +$11.3M | 0.33% | 62 |
|
|
2019
Q4 | $653M | Buy |
10,259,077
+291,770
| +3% | +$18.1M | 0.31% | 62 |
|
|
2019
Q3 | $616M | Sell |
9,967,307
-49,921
| -0.5% | -$2.89M | 0.32% | 57 |
|
|
2019
Q2 | $554M | Buy |
10,017,228
+860,033
| +9% | +$46M | 0.3% | 66 |
|
|
2019
Q1 | $473M | Buy |
9,157,195
+1,231,139
| +16% | +$60.3M | 0.27% | 76 |
|
|
2018
Q4 | $348M | Buy |
7,926,056
+295,604
| +4% | +$13.4M | 0.27% | 77 |
|
|
2018
Q3 | $333M | Buy |
7,630,452
+261,386
| +4% | +$12M | 0.24% | 86 |
|
|
2018
Q2 | $341M | Buy |
7,369,066
+187,429
| +3% | +$8.39M | 0.26% | 80 |
|
|
2018
Q1 | $321M | Buy |
7,181,637
+80,182
| +1% | +$3.56M | 0.24% | 85 |
|
|
2017
Q4 | $342M | Sell |
7,101,455
-191,220
| -3% | -$9.74M | 0.25% | 88 |
|
|
2017
Q3 | $358M | Buy |
7,292,675
+291,409
| +4% | +$14.1M | 0.27% | 80 |
|
|
2017
Q2 | $335M | Buy |
7,001,266
+160,862
| +2% | +$8.06M | 0.27% | 82 |
|
|
2017
Q1 | $341M | Buy |
6,840,404
+290,669
| +4% | +$14.4M | 0.29% | 76 |
|
|
2016
Q4 | $322M | Buy |
6,549,735
+55,172
| +0.8% | +$2.71M | 0.3% | 70 |
|
|
2016
Q3 | $333M | Buy |
6,494,563
+86,583
| +1% | +$4.56M | 0.34% | 58 |
|
|
2016
Q2 | $344M | Buy |
6,407,980
+361,200
| +6% | +$18.2M | 0.36% | 56 |
|
|
2016
Q1 | $313M | Sell |
6,046,780
-28,698
| -0.5% | -$1.4M | 0.35% | 63 |
|
|
2015
Q4 | $284M | Buy |
6,075,478
+91,386
| +2% | +$4.14M | 0.32% | 70 |
|
|
2015
Q3 | $267M | Buy |
5,984,092
+148,376
| +3% | +$6.51M | 0.33% | 70 |
|
|
2015
Q2 | $245M | Buy |
5,835,716
+471,408
| +9% | +$20.5M | 0.29% | 79 |
|
|
2015
Q1 | $238M | Buy |
5,364,308
+161,445
| +3% | +$7.67M | 0.28% | 79 |
|
|
2014
Q4 | $256M | Sell |
5,202,863
-134,697
| -3% | -$6.36M | 0.3% | 76 |
|
|
2014
Q3 | $233M | Buy |
5,337,560
+168,139
| +3% | +$7.39M | 0.28% | 78 |
|
|
2014
Q2 | $235M | Buy |
5,169,421
+81,836
| +2% | +$3.62M | 0.27% | 84 |
|
|
2014
Q1 | $224M | Buy |
5,087,585
+33,383
| +0.7% | +$1.4M | 0.27% | 82 |
|
|
2013
Q4 | $208M | Buy |
5,054,202
+186,854
| +4% | +$7.71M | 0.25% | 93 |
|
|
2013
Q3 | $200M | Buy |
4,867,348
+335,077
| +7% | +$14.4M | 0.26% | 87 |
|
|
2013
Q2 | $200M | Buy |
+4,532,271
| New | +$208M | 0.28% | 81 |
|
Other funds holding SO
VCM
VPM
Legal & General Group's SO Position: Q1 2026 in Review
Legal & General Group reduced its Southern Company (SO) stake by 6.8% in Q1 2026, selling an estimated $53.3M and leaving 7,848,282 shares worth $758M. The position accounts for 0.18% of the portfolio, ranked #104.
Legal & General Group first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $809M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Legal & General Group held 7,848,282 shares of Southern Company worth $758M as of Q1 2026.
- Legal & General Group sold 576,553 Southern Company shares in Q1 2026, an estimated $53.3M.
- Southern Company made up 0.18% of Legal & General Group's portfolio in Q1 2026, its #104 holding.
- Legal & General Group first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Legal & General Group's Southern Company position peaked at $809M in Q3 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.