Russell Investments 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
Q2 | $112M | Buy |
1,168,322
+44,680
| +4% | +$4.21M | 0.1% | 205 |
|
|
2026
Q1 | $108M | Sell |
1,123,642
-130,495
| -10% | -$12.1M | 0.12% | 184 |
|
|
2025
Q4 | $109M | Sell |
1,254,137
-42,086
| -3% | -$3.84M | 0.12% | 175 |
|
|
2025
Q3 | $123M | Buy |
1,296,223
+149,201
| +13% | +$13.9M | 0.14% | 147 |
|
|
2025
Q2 | $105M | Buy |
1,147,022
+122,663
| +12% | +$11M | 0.13% | 159 |
|
|
2025
Q1 | $94.2M | Sell |
1,024,359
-196,144
| -16% | -$17M | 0.13% | 166 |
|
|
2024
Q4 | $100M | Buy |
1,220,503
+36,378
| +3% | +$3.19M | 0.14% | 142 |
|
|
2024
Q3 | $107M | Sell |
1,184,125
-300,351
| -20% | -$25.7M | 0.15% | 141 |
|
|
2024
Q2 | $115M | Buy |
1,484,476
+209,039
| +16% | +$15.8M | 0.19% | 101 |
|
|
2024
Q1 | $91.5M | Sell |
1,275,437
-67,968
| -5% | -$4.69M | 0.14% | 148 |
|
|
2023
Q4 | $94.2M | Sell |
1,343,405
-8,429
| -0.6% | -$579K | 0.17% | 127 |
|
|
2023
Q3 | $87.5M | Buy |
1,351,834
+88,202
| +7% | +$6.12M | 0.17% | 127 |
|
|
2023
Q2 | $88.7M | Buy |
1,263,632
+135,992
| +12% | +$9.75M | 0.17% | 124 |
|
|
2023
Q1 | $78.5M | Buy |
1,127,640
+657,703
| +140% | +$44.3M | 0.15% | 147 |
|
|
2022
Q4 | $33.6M | Buy |
469,937
+162,911
| +53% | +$10.9M | 0.07% | 351 |
|
|
2022
Q3 | $20.9M | Sell |
307,026
-23,980
| -7% | -$1.82M | 0.05% | 465 |
|
|
2022
Q2 | $23.6M | Sell |
331,006
-64,826
| -16% | -$4.76M | 0.05% | 454 |
|
|
2022
Q1 | $28.7M | Sell |
395,832
-30,088
| -7% | -$2.04M | 0.05% | 444 |
|
|
2021
Q4 | $29.2M | Sell |
425,920
-172,165
| -29% | -$11M | 0.05% | 475 |
|
|
2021
Q3 | $37.1M | Sell |
598,085
-152,223
| -20% | -$9.8M | 0.06% | 373 |
|
|
2021
Q2 | $45.4M | Buy |
750,308
+35,464
| +5% | +$2.27M | 0.08% | 319 |
|
|
2021
Q1 | $44.4M | Buy |
714,844
+274,128
| +62% | +$16.4M | 0.08% | 306 |
|
|
2020
Q4 | $27M | Sell |
440,716
-146,628
| -25% | -$8.82M | 0.05% | 409 |
|
|
2020
Q3 | $31.7M | Sell |
587,344
-100,171
| -15% | -$5.35M | 0.07% | 323 |
|
|
2020
Q2 | $35.6M | Sell |
687,515
-165,500
| -19% | -$9.2M | 0.08% | 267 |
|
|
2020
Q1 | $47M | Sell |
853,015
-231,452
| -21% | -$14.7M | 0.12% | 188 |
|
|
2019
Q4 | $69M | Buy |
1,084,467
+276,747
| +34% | +$17.1M | 0.13% | 177 |
|
|
2019
Q3 | $49.9M | Buy |
807,720
+68,242
| +9% | +$3.96M | 0.1% | 251 |
|
|
2019
Q2 | $40.8M | Buy |
739,478
+51,561
| +7% | +$2.76M | 0.08% | 322 |
|
|
2019
Q1 | $35.5M | Sell |
687,917
-234,710
| -25% | -$11.5M | 0.07% | 364 |
|
|
2018
Q4 | $40.5M | Sell |
922,627
-332,958
| -27% | -$15.1M | 0.09% | 250 |
|
|
2018
Q3 | $54.6M | Sell |
1,255,585
-149,035
| -11% | -$6.87M | 0.1% | 207 |
|
|
2018
Q2 | $65.1M | Sell |
1,404,620
-239,663
| -15% | -$10.7M | 0.14% | 149 |
|
|
2018
Q1 | $73.4M | Sell |
1,644,283
-298,705
| -15% | -$13.3M | 0.12% | 181 |
|
|
2017
Q4 | $93.8M | Buy |
1,942,988
+870,347
| +81% | +$44.3M | 0.16% | 135 |
|
|
2017
Q3 | $52.7M | Sell |
1,072,641
-58,693
| -5% | -$2.85M | 0.09% | 266 |
|
|
2017
Q2 | $54.2M | Buy |
1,131,334
+114,634
| +11% | +$5.75M | 0.1% | 249 |
|
|
2017
Q1 | $50.6M | Sell |
1,016,700
-139,641
| -12% | -$6.9M | 0.09% | 261 |
|
|
2016
Q4 | $57.1M | Buy |
+1,156,341
| New | +$56.8M | 0.11% | 205 |
|
Other funds holding SO
Russell Investments Group's SO Position: Q2 2026 in Review
Russell Investments Group increased its Southern Company (SO) stake by 4% in Q2 2026, buying an estimated $4.21M and bringing the position to 1,168,322 shares worth $112M. The position accounts for 0.1% of the portfolio, ranked #205.
Russell Investments Group first reported a position in SO in Q4 2016 and has held it in 39 quarters since. The position peaked at $123M in Q3 2025. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Russell Investments Group held 1,168,322 shares of Southern Company worth $112M as of Q2 2026.
- Russell Investments Group bought 44,680 Southern Company shares in Q2 2026, an estimated $4.21M.
- Southern Company made up 0.1% of Russell Investments Group's portfolio in Q2 2026, its #205 holding.
- Russell Investments Group first reported a position in Southern Company in Q4 2016 and has held it in 39 quarters since.
- Russell Investments Group's Southern Company position peaked at $123M in Q3 2025.
- 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.