SG Americas Securities’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 | $27.8M | Sell |
288,378
-22,697
| -7% | -$2.1M | 0.03% | 427 |
|
|
2025
Q4 | $27.1M | Sell |
311,075
-315,320
| -50% | -$28.8M | 0.03% | 395 |
|
|
2025
Q3 | $59.4M | Buy |
626,395
+512,257
| +449% | +$47.8M | 0.2% | 67 |
|
|
2025
Q2 | $10.5M | Sell |
114,138
-14,360
| -11% | -$1.29M | 0.04% | 295 |
|
|
2025
Q1 | $11.8M | Buy |
128,498
+86,197
| +204% | +$7.46M | 0.04% | 283 |
|
|
2024
Q4 | $3.48M | Sell |
42,301
-243,548
| -85% | -$21.4M | 0.01% | 430 |
|
|
2024
Q3 | $25.8M | Buy |
285,849
+71,749
| +34% | +$6.13M | 0.09% | 122 |
|
|
2024
Q2 | $16.6M | Buy |
214,100
+63,039
| +42% | +$4.78M | 0.1% | 212 |
|
|
2024
Q1 | $10.8M | Sell |
151,061
-34,952
| -19% | -$2.41M | 0.05% | 345 |
|
|
2023
Q4 | $13M | Sell |
186,013
-79,046
| -30% | -$5.43M | 0.12% | 158 |
|
|
2023
Q3 | $17.2M | Buy |
265,059
+180,566
| +214% | +$12.5M | 0.2% | 96 |
|
|
2023
Q2 | $5.94M | Buy |
84,493
+71,439
| +547% | +$5.12M | 0.04% | 310 |
|
|
2023
Q1 | $908K | Sell |
13,054
-160
| -1% | -$10.8K | 0.01% | 1207 |
|
|
2022
Q4 | $944K | Sell |
13,214
-43,270
| -77% | -$2.89M | 0.01% | 1012 |
|
|
2022
Q3 | $3.84M | Buy |
56,484
+4,454
| +9% | +$337K | 0.05% | 320 |
|
|
2022
Q2 | $3.71M | Buy |
52,030
+48,013
| +1,195% | +$3.53M | 0.04% | 412 |
|
|
2022
Q1 | $291K | Sell |
4,017
-29,040
| -88% | -$1.97M | ﹤0.01% | 2213 |
|
|
2021
Q4 | $2.27M | Sell |
33,057
-534,303
| -94% | -$34.1M | 0.01% | 989 |
|
|
2021
Q3 | $35.2M | Sell |
567,360
-55,783
| -9% | -$3.59M | 0.17% | 74 |
|
|
2021
Q2 | $37.7M | Buy |
623,143
+464,372
| +292% | +$29.7M | 0.18% | 97 |
|
|
2021
Q1 | $9.87M | Sell |
158,771
-22,750
| -13% | -$1.36M | 0.05% | 291 |
|
|
2020
Q4 | $11.2M | Sell |
181,521
-273,606
| -60% | -$16.4M | 0.06% | 242 |
|
|
2020
Q3 | $24.7M | Buy |
455,127
+349,154
| +329% | +$18.7M | 0.16% | 96 |
|
|
2020
Q2 | $5.5M | Sell |
105,973
-231,387
| -69% | -$12.9M | 0.05% | 317 |
|
|
2020
Q1 | $18.3M | Sell |
337,360
-8,537
| -2% | -$541K | 0.17% | 99 |
|
|
2019
Q4 | $22M | Sell |
345,897
-755,434
| -69% | -$46.8M | 0.2% | 79 |
|
|
2019
Q3 | $68M | Buy |
1,101,331
+658,082
| +148% | +$38.1M | 0.56% | 27 |
|
|
2019
Q2 | $24.5M | Buy |
443,249
+291,704
| +192% | +$15.6M | 0.17% | 100 |
|
|
2019
Q1 | $7.83M | Sell |
151,545
-26,490
| -15% | -$1.3M | 0.07% | 277 |
|
|
2018
Q4 | $7.82M | Buy |
178,035
+160,689
| +926% | +$7.3M | 0.07% | 256 |
|
|
2018
Q3 | $756K | Sell |
17,346
-479,676
| -97% | -$22.1M | 0.01% | 1889 |
|
|
2018
Q2 | $23M | Buy |
497,022
+266,474
| +116% | +$11.9M | 0.21% | 95 |
|
|
2018
Q1 | $10.3M | Buy |
230,548
+129,795
| +129% | +$5.76M | 0.08% | 200 |
|
|
2017
Q4 | $4.84M | Sell |
100,753
-142,723
| -59% | -$7.27M | 0.05% | 391 |
|
|
2017
Q3 | $12M | Buy |
243,476
+72,981
| +43% | +$3.54M | 0.11% | 134 |
|
|
2017
Q2 | $8.16M | Sell |
170,495
-136,616
| -44% | -$6.85M | 0.07% | 260 |
|
|
2017
Q1 | $15.3M | Sell |
307,111
-313,076
| -50% | -$15.5M | 0.14% | 140 |
|
|
2016
Q4 | $30.5M | Buy |
620,187
+250,388
| +68% | +$12.3M | 0.26% | 79 |
|
|
2016
Q3 | $19M | Buy |
369,799
+81,269
| +28% | +$4.28M | 0.2% | 104 |
|
|
2016
Q2 | $15.5M | Buy |
288,530
+230,401
| +396% | +$11.6M | 0.11% | 146 |
|
|
2016
Q1 | $3.01M | Sell |
58,129
-558,114
| -91% | -$27.2M | 0.02% | 624 |
|
|
2015
Q4 | $28.8M | Buy |
616,243
+275,222
| +81% | +$12.5M | 0.2% | 80 |
|
|
2015
Q3 | $15.2M | Buy |
341,021
+130,376
| +62% | +$5.72M | 0.09% | 175 |
|
|
2015
Q2 | $8.83M | Buy |
210,645
+64,301
| +44% | +$2.8M | 0.06% | 229 |
|
|
2015
Q1 | $6.48M | Sell |
146,344
-287,653
| -66% | -$13.7M | 0.04% | 322 |
|
|
2014
Q4 | $21.3M | Buy |
433,997
+187,994
| +76% | +$8.88M | 0.1% | 172 |
|
|
2014
Q3 | $10.7M | Sell |
246,003
-532,885
| -68% | -$23.4M | 0.06% | 316 |
|
|
2014
Q2 | $35.3M | Sell |
778,888
-218,279
| -22% | -$9.65M | 0.2% | 96 |
|
|
2014
Q1 | $43.8M | Sell |
997,167
-82,769
| -8% | -$3.47M | 0.19% | 119 |
|
|
2013
Q4 | $44.4M | Buy |
1,079,936
+621,658
| +136% | +$25.7M | 0.18% | 121 |
|
|
2013
Q3 | $18.9M | Sell |
458,278
-794,685
| -63% | -$34.2M | 0.08% | 240 |
|
|
2013
Q2 | $55.3M | Buy |
+1,252,963
| New | +$57.6M | 0.27% | 77 |
|
Other funds holding SO
VCM
VPM
SG Americas Securities's SO Position: Q1 2026 in Review
SG Americas Securities reduced its Southern Company (SO) stake by 7.3% in Q1 2026, selling an estimated $2.1M and leaving 288,378 shares worth $27.8M. The position accounts for 0.03% of the portfolio, ranked #427.
SG Americas Securities first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $68M in Q3 2019. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- SG Americas Securities held 288,378 shares of Southern Company worth $27.8M as of Q1 2026.
- SG Americas Securities sold 22,697 Southern Company shares in Q1 2026, an estimated $2.1M.
- Southern Company made up 0.03% of SG Americas Securities's portfolio in Q1 2026, its #427 holding.
- SG Americas Securities first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- SG Americas Securities's Southern Company position peaked at $68M in Q3 2019.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.