Schroder Investment Management 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 | $52.5M | Sell |
542,307
-140,417
| -21% | -$13.2M | 0.04% | 328 |
|
|
2026
Q1 | $66.2M | Buy |
682,724
+351,264
| +106% | +$32.5M | 0.05% | 254 |
|
|
2025
Q4 | $29M | Sell |
331,460
-309,234
| -48% | -$28.2M | 0.02% | 425 |
|
|
2025
Q3 | $60.2M | Buy |
640,694
+34,497
| +6% | +$3.22M | 0.05% | 261 |
|
|
2025
Q2 | $55.7M | Sell |
606,197
-10,599
| -2% | -$952K | 0.05% | 270 |
|
|
2025
Q1 | $56.2M | Buy |
616,796
+115,392
| +23% | +$9.99M | 0.06% | 263 |
|
|
2024
Q4 | $41.3M | Sell |
501,404
-46,114
| -8% | -$4.05M | 0.04% | 351 |
|
|
2024
Q3 | $49.3M | Buy |
547,518
+363,871
| +198% | +$31.1M | 0.05% | 300 |
|
|
2024
Q2 | $14.2M | Buy |
183,647
+10,043
| +6% | +$761K | 0.02% | 559 |
|
|
2024
Q1 | $12.5M | Sell |
173,604
-8,592
| -5% | -$593K | 0.01% | 606 |
|
|
2023
Q4 | $12.8M | Sell |
182,196
-4,050
| -2% | -$278K | 0.02% | 584 |
|
|
2023
Q3 | $12.1M | Sell |
186,246
-10,226
| -5% | -$710K | 0.02% | 568 |
|
|
2023
Q2 | $13.8M | Sell |
196,472
-4,469
| -2% | -$320K | 0.02% | 553 |
|
|
2023
Q1 | $14M | Sell |
200,941
-48,003
| -19% | -$3.23M | 0.02% | 551 |
|
|
2022
Q4 | $17.8M | Buy |
248,944
+96,413
| +63% | +$6.45M | 0.03% | 502 |
|
|
2022
Q3 | $10.4M | Sell |
152,531
-11,032
| -7% | -$836K | 0.02% | 604 |
|
|
2022
Q2 | $11.6M | Buy |
163,563
+35,292
| +28% | +$2.59M | 0.02% | 617 |
|
|
2022
Q1 | $9.3M | Buy |
128,271
+19,502
| +18% | +$1.32M | 0.01% | 682 |
|
|
2021
Q4 | $7.46M | Sell |
108,769
-23,920
| -18% | -$1.52M | 0.01% | 662 |
|
|
2021
Q3 | $8.22M | Sell |
132,689
-19,578
| -13% | -$1.26M | 0.01% | 674 |
|
|
2021
Q2 | $9.21M | Sell |
152,267
-27,911
| -15% | -$1.78M | 0.01% | 695 |
|
|
2021
Q1 | $11.2M | Buy |
180,178
+30,999
| +21% | +$1.86M | 0.01% | 636 |
|
|
2020
Q4 | $9.16M | Buy |
149,179
+10,935
| +8% | +$657K | 0.01% | 658 |
|
|
2020
Q3 | $7.78M | Sell |
138,244
-3,251
| -2% | -$174K | 0.01% | 636 |
|
|
2020
Q2 | $7.34M | Buy |
141,495
+42,715
| +43% | +$2.37M | 0.01% | 627 |
|
|
2020
Q1 | $5.47M | Sell |
98,780
-41,043
| -29% | -$2.6M | 0.01% | 651 |
|
|
2019
Q4 | $8.91M | Sell |
139,823
-121,674
| -47% | -$7.54M | 0.01% | 660 |
|
|
2019
Q3 | $16.2M | Sell |
261,497
-762,899
| -74% | -$44.2M | 0.03% | 499 |
|
|
2019
Q2 | $56.6M | Buy |
1,024,396
+547,565
| +115% | +$29.3M | 0.04% | 387 |
|
|
2019
Q1 | $24.6M | Buy |
476,831
+9,269
| +2% | +$454K | 0.04% | 426 |
|
|
2018
Q4 | $20.5M | Buy |
467,562
+961
| +0.2% | +$43.7K | 0.04% | 428 |
|
|
2018
Q3 | $20.3M | Buy |
466,601
+55,470
| +13% | +$2.56M | 0.03% | 468 |
|
|
2018
Q2 | $19.1M | Buy |
411,131
+322,552
| +364% | +$14.4M | 0.03% | 477 |
|
|
2018
Q1 | $3.96M | Sell |
88,579
-12,978
| -13% | -$576K | 0.01% | 763 |
|
|
2017
Q4 | $4.88M | Sell |
101,557
-28,430
| -22% | -$1.45M | 0.01% | 779 |
|
|
2017
Q3 | $6.36M | Sell |
129,987
-354,036
| -73% | -$17.2M | 0.01% | 719 |
|
|
2017
Q2 | $23.4M | Buy |
484,023
+167,377
| +53% | +$8.39M | 0.04% | 438 |
|
|
2017
Q1 | $15.7M | Buy |
316,646
+59,544
| +23% | +$2.94M | 0.03% | 528 |
|
|
2016
Q4 | $12.6M | Sell |
257,102
-100,958
| -28% | -$4.96M | 0.02% | 576 |
|
|
2016
Q3 | $18.4M | Buy |
358,060
+84,418
| +31% | +$4.45M | 0.03% | 499 |
|
|
2016
Q2 | $14.7M | Buy |
273,642
+84,373
| +45% | +$4.24M | 0.03% | 541 |
|
|
2016
Q1 | $9.69M | Buy |
189,269
+26,670
| +16% | +$1.3M | 0.02% | 610 |
|
|
2015
Q4 | $7.61M | Sell |
162,599
-63,099
| -28% | -$2.86M | 0.02% | 673 |
|
|
2015
Q3 | $10.1M | Sell |
225,698
-315,223
| -58% | -$13.8M | 0.02% | 593 |
|
|
2015
Q2 | $22.7M | Sell |
540,921
-830,781
| -61% | -$36.2M | 0.04% | 443 |
|
|
2015
Q1 | $60.4M | Buy |
1,371,702
+274,460
| +25% | +$13M | 0.12% | 228 |
|
|
2014
Q4 | $53.9M | Buy |
1,097,242
+119,107
| +12% | +$5.62M | 0.11% | 242 |
|
|
2014
Q3 | $42.7M | Sell |
978,135
-192,277
| -16% | -$8.45M | 0.06% | 310 |
|
|
2014
Q2 | $53.1M | Buy |
1,170,412
+651,435
| +126% | +$28.8M | 0.07% | 261 |
|
|
2014
Q1 | $22.8M | Buy |
518,977
+29,098
| +6% | +$1.22M | 0.03% | 456 |
|
|
2013
Q4 | $20.1M | Buy |
489,879
+178,622
| +57% | +$7.37M | 0.03% | 480 |
|
|
2013
Q3 | $12.8M | Sell |
311,257
-96,820
| -24% | -$4.17M | 0.03% | 571 |
|
|
2013
Q2 | $18M | Buy |
+408,077
| New | +$18.8M | 0.05% | 448 |
|
Other funds holding SO
Schroder Investment Management Group's SO Position: Q2 2026 in Review
Schroder Investment Management Group reduced its Southern Company (SO) stake by 21% in Q2 2026, selling an estimated $13.2M and leaving 542,307 shares worth $52.5M. The position accounts for 0.04% of the portfolio, ranked #328.
Schroder Investment Management Group first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $66.2M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Schroder Investment Management Group held 542,307 shares of Southern Company worth $52.5M as of Q2 2026.
- Schroder Investment Management Group sold 140,417 Southern Company shares in Q2 2026, an estimated $13.2M.
- Southern Company made up 0.04% of Schroder Investment Management Group's portfolio in Q2 2026, its #328 holding.
- Schroder Investment Management Group first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Schroder Investment Management Group's Southern Company position peaked at $66.2M in Q1 2026.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.