Royal London Asset Management’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 | $11.5M | Sell |
118,674
-10,186
| -8% | -$942K | 0.02% | 431 |
|
|
2025
Q4 | $11.2M | Buy |
128,860
+1,462
| +1% | +$133K | 0.02% | 428 |
|
|
2025
Q3 | $12.1M | Sell |
127,398
-6,199
| -5% | -$579K | 0.03% | 418 |
|
|
2025
Q2 | $12.3M | Sell |
133,597
-4,265
| -3% | -$383K | 0.03% | 412 |
|
|
2025
Q1 | $12.7M | Buy |
137,862
+59,834
| +77% | +$5.18M | 0.03% | 395 |
|
|
2024
Q4 | $6.42M | Hold |
78,028
| – | – | 0.02% | 513 |
|
|
2024
Q3 | $7.04M | Buy |
78,028
+12,509
| +19% | +$1.07M | 0.02% | 500 |
|
|
2024
Q2 | $5.08M | Hold |
65,519
| – | – | 0.01% | 541 |
|
|
2024
Q1 | $4.7M | Sell |
65,519
-31,171
| -32% | -$2.15M | 0.01% | 557 |
|
|
2023
Q4 | $6.78M | Sell |
96,690
-51,024
| -35% | -$3.5M | 0.02% | 475 |
|
|
2023
Q3 | $9.56M | Sell |
147,714
-2,885
| -2% | -$200K | 0.03% | 371 |
|
|
2023
Q2 | $10.6M | Buy |
150,599
+39,198
| +35% | +$2.81M | 0.03% | 354 |
|
|
2023
Q1 | $7.75M | Buy |
111,401
+4,410
| +4% | +$297K | 0.03% | 378 |
|
|
2022
Q4 | $7.64M | Sell |
106,991
-157,979
| -60% | -$10.6M | 0.03% | 372 |
|
|
2022
Q3 | $18M | Sell |
264,970
-112,968
| -30% | -$8.56M | 0.09% | 190 |
|
|
2022
Q2 | $27M | Buy |
377,938
+4,650
| +1% | +$341K | 0.12% | 150 |
|
|
2022
Q1 | $27.1M | Buy |
+373,288
| New | +$25.3M | 0.11% | 167 |
|
|
2021
Q3 | – | Sell |
-371,714
| Closed | -$22.5M | – | 674 |
|
|
2021
Q2 | $22.5M | Sell |
371,714
-22,161
| -6% | -$1.42M | 0.09% | 193 |
|
|
2021
Q1 | $24.5M | Buy |
393,875
+14,213
| +4% | +$851K | 0.11% | 174 |
|
|
2020
Q4 | $23.3M | Sell |
379,662
-23,036
| -6% | -$1.38M | 0.12% | 160 |
|
|
2020
Q3 | $21.6M | Sell |
402,698
-2,050
| -0.5% | -$110K | 0.13% | 142 |
|
|
2020
Q2 | $20.9M | Sell |
404,748
-9,689
| -2% | -$539K | 0.15% | 139 |
|
|
2020
Q1 | $24M | Sell |
414,437
-4,152
| -1% | -$263K | 0.19% | 118 |
|
|
2019
Q4 | $26.5M | Buy |
418,589
+14,678
| +4% | +$910K | 0.18% | 127 |
|
|
2019
Q3 | $24.9M | Buy |
403,911
+9,952
| +3% | +$577K | 0.19% | 126 |
|
|
2019
Q2 | $21.8M | Sell |
393,959
-30,607
| -7% | -$1.64M | 0.21% | 113 |
|
|
2019
Q1 | $21.9M | Sell |
424,566
-10,235
| -2% | -$502K | 0.17% | 132 |
|
|
2018
Q4 | $19.1M | Buy |
434,801
+34,369
| +9% | +$1.56M | 0.17% | 132 |
|
|
2018
Q3 | $17.5M | Sell |
400,432
-21,278
| -5% | -$981K | 0.18% | 117 |
|
|
2018
Q2 | $19.5M | Buy |
+421,710
| New | +$18.9M | 0.2% | 115 |
|
|
2016
Q2 | $17.6M | Sell |
327,698
-11,166,995
| -97% | -$562M | 0.29% | 82 |
|
|
2016
Q1 | $222K | Buy |
11,494,693
+11,168,954
| +3,429% | +$544M | 0.32% | 72 |
|
|
2015
Q4 | $15.4M | Buy |
325,739
+6,824
| +2% | +$309K | 0.24% | 101 |
|
|
2015
Q3 | $14.3M | Buy |
+318,915
| New | +$14M | 0.23% | 105 |
|
|
2014
Q4 | $141K | Buy |
282,581
+64,002
| +29% | +$3.02M | 0.27% | 97 |
|
|
2014
Q3 | $9.54M | Buy |
218,579
+12,877
| +6% | +$566K | 0.24% | 103 |
|
|
2014
Q2 | $8.67M | Sell |
205,702
-921
| -0.4% | -$40.7K | 0.2% | 124 |
|
|
2014
Q1 | $8.94M | Sell |
206,623
-7,581
| -4% | -$318K | 0.21% | 120 |
|
|
2013
Q4 | $8.87M | Buy |
214,204
+10,931
| +5% | +$451K | 0.22% | 113 |
|
|
2013
Q3 | $8.54M | Buy |
203,273
+2,489
| +1% | +$107K | 0.23% | 106 |
|
|
2013
Q2 | $8.84M | Buy |
+200,784
| New | +$9.23M | 0.26% | 88 |
|
Other funds holding SO
VCM
VPM
Royal London Asset Management's SO Position: Q1 2026 in Review
Royal London Asset Management reduced its Southern Company (SO) stake by 7.9% in Q1 2026, selling an estimated $942K and leaving 118,674 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #431.
Royal London Asset Management first reported a position in SO in Q2 2013 and has held it in 41 quarters since. The position peaked at $27.1M in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Royal London Asset Management held 118,674 shares of Southern Company worth $11.5M as of Q1 2026.
- Royal London Asset Management sold 10,186 Southern Company shares in Q1 2026, an estimated $942K.
- Southern Company made up 0.02% of Royal London Asset Management's portfolio in Q1 2026, its #431 holding.
- Royal London Asset Management first reported a position in Southern Company in Q2 2013 and has held it in 41 quarters since.
- Royal London Asset Management's Southern Company position peaked at $27.1M in Q1 2022.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Royal London Asset Management's 13F filing for Q1 2026, filed 1 May 2026.