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MUFG Securities Americas’s Southern Company SO Stock Holding History

MUFG Securities Americas’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 		$2.94M Buy
30,468
+804
+3% +$74.4K 0.19% 100
2025
Q4 		$2.59M Hold
29,664
– – 0.16% 114
2025
Q3 		$2.81M Buy
29,664
+5,306
+22% +$495K 0.18% 102
2025
Q2 		$2.24M Buy
24,358
+3,201
+15% +$288K 0.19% 102
2025
Q1 		$1.95M Buy
21,157
+4,983
+31% +$431K 0.23% 91
2024
Q4 		$1.33M Buy
+16,174
New +$1.42M 0.17% 110

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

MUFG Securities Americas's SO Position: Q1 2026 in Review

MUFG Securities Americas increased its Southern Company (SO) stake by 2.7% in Q1 2026, buying an estimated $74.4K and bringing the position to 30,468 shares worth $2.94M. The position accounts for 0.19% of the portfolio, ranked #100.

MUFG Securities Americas first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • MUFG Securities Americas held 30,468 shares of Southern Company worth $2.94M as of Q1 2026.
  • MUFG Securities Americas bought 804 Southern Company shares in Q1 2026, an estimated $74.4K.
  • Southern Company made up 0.19% of MUFG Securities Americas's portfolio in Q1 2026, its #100 holding.
  • MUFG Securities Americas first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.