MUFG Securities EMEA’s Southern Company SO Stock Holding History

MUFG Securities EMEA’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	$4.22M	Sell	44,123 -989	-2%	-$93.1K	0.04%	226
2026 Q1	$4.35M	Hold	45,112	–	–	0.07%	188
2025 Q4	$3.93M	Buy	45,112 +24,056	+114%	+$2.2M	0.05%	220
2025 Q3	$2M	Buy	21,056 +17,808	+548%	+$1.66M	0.05%	163
2025 Q2	$298K	Buy	+3,248	New	+$292K	0.01%	169
2021 Q4	–	Sell	-31,900	Closed	-$1.98M	–	291
2021 Q3	$1.98M	Sell	31,900 -16,300	-34%	-$1.05M	0.02%	195
2021 Q2	$2.92M	Sell	48,200 -46,600	-49%	-$2.98M	0.03%	205
2021 Q1	$5.89M	Buy	+94,800	New	+$5.68M	0.05%	207
2020 Q1	–	Sell	-226,200	Closed	-$14.4M	–	521
2019 Q4	$14.4M	Buy	+226,200	New	+$14M	0.11%	162
2019 Q3	–	Sell	-152,300	Closed	-$8.42M	–	430
2019 Q2	$8.42M	Buy	+152,300	New	+$8.15M	0.09%	147
2019 Q1	–	Sell	-229,000	Closed	-$10.1M	–	572
2018 Q4	$10.1M	Buy	229,000 +201,507	+733%	+$9.16M	0.1%	117
2018 Q3	$1.2M	Buy	27,493 +26,360	+2,327%	+$1.21M	0.02%	301
2018 Q2	$52K	Buy	+1,133	New	+$50.7K	﹤0.01%	294

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MUFG Securities EMEA's SO Position: Q2 2026 in Review

MUFG Securities EMEA reduced its Southern Company (SO) stake by 2.2% in Q2 2026, selling an estimated $93.1K and leaving 44,123 shares worth $4.22M. The position accounts for 0.04% of the portfolio, ranked #226.

MUFG Securities EMEA first reported a position in SO in Q2 2018 and has held it in 13 quarters since. The position peaked at $14.4M in Q4 2019. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

MUFG Securities EMEA held 44,123 shares of Southern Company worth $4.22M as of Q2 2026.
MUFG Securities EMEA sold 989 Southern Company shares in Q2 2026, an estimated $93.1K.
Southern Company made up 0.04% of MUFG Securities EMEA's portfolio in Q2 2026, its #226 holding.
MUFG Securities EMEA first reported a position in Southern Company in Q2 2018 and has held it in 13 quarters since.
MUFG Securities EMEA's Southern Company position peaked at $14.4M in Q4 2019.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MUFG Securities EMEA's 13F filing for Q2 2026, filed 12 Aug 2026.