Mitsubishi UFJ Morgan Stanley Securities’s Southern Company SO Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	$63.8K	Sell	667 -1,298	-66%	-$122K	0.2%	117
2026 Q1	$190K	Sell	1,965 -506	-20%	-$46.8K	0.47%	93
2025 Q4	$215K	Buy	+2,471	New	+$226K	0.34%	99
2023 Q1	–	Sell	-40	Closed	-$3K	–	167
2022 Q4	$3K	Sell	40 -1,990	-98%	-$133K	0.03%	174
2022 Q3	$138K	Buy	2,030 +1,940	+2,156%	+$147K	1.86%	8
2022 Q2	$6K	Hold	90	–	–	0.01%	138
2022 Q1	$7K	Sell	90 -270	-75%	-$18.3K	0.01%	142
2021 Q4	$25K	Sell	360 -360	-50%	-$23K	0.01%	121
2021 Q3	$45K	Buy	+720	New	+$46.4K	0.04%	74
2014 Q4	$10K	Sell	200 -420	-68%	-$19.8K	0.02%	209
2014 Q3	$27K	Buy	+620	New	+$27.2K	0.08%	104
2014 Q2	–	Sell	-770	Closed	-$34K	–	287
2014 Q1	$34K	Buy	+770	New	+$32.3K	0.09%	82

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's SO Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its Southern Company (SO) stake by 66% in Q2 2026, selling an estimated $122K and leaving 667 shares worth $63.8K. The position accounts for 0.2% of the portfolio, ranked #117.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in SO in Q1 2014 and has held it in 12 quarters since. The position peaked at $215K in Q4 2025. 933 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 667 shares of Southern Company worth $63.8K as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities sold 1,298 Southern Company shares in Q2 2026, an estimated $122K.
Southern Company made up 0.2% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #117 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Southern Company in Q1 2014 and has held it in 12 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's Southern Company position peaked at $215K in Q4 2025.
933 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.