SG Americas Securities’s Southern Company SO Stock Holding History

SG Americas Securities’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 Q1	–	Sell	-30,000	Closed	-$1K	–	3663
2025 Q4	$1K	Hold	30,000	–	–	﹤0.01%	3578
2025 Q3	$13K	Hold	30,000	–	–	﹤0.01%	3311
2025 Q2	$28K	Hold	30,000	–	–	﹤0.01%	2809
2025 Q1	$51K	Hold	30,000	–	–	﹤0.01%	3243
2024 Q4	$26K	Buy	+30,000	New	+$2.63M	﹤0.01%	2988
2022 Q4	–	Sell	-160,000	Closed	-$26K	–	3352
2022 Q3	$26K	Buy	+160,000	New	+$12.1M	﹤0.01%	3081
2022 Q1	–	Sell	-55,000	Closed	-$600K	–	3394
2021 Q4	$600K	Hold	55,000	–	–	﹤0.01%	2035
2021 Q3	$302K	Hold	55,000	–	–	﹤0.01%	2938
2021 Q2	$264K	Hold	55,000	–	–	﹤0.01%	2221
2021 Q1	$322K	Hold	55,000	–	–	﹤0.01%	2326
2020 Q4	$360K	Hold	55,000	–	–	﹤0.01%	2235
2020 Q3	$201K	Buy	+55,000	New	+$2.94M	﹤0.01%	2151
2019 Q2	–	Sell	-70,000	Closed	-$294K	–	3386
2019 Q1	$294K	Buy	+70,000	New	+$3.43M	﹤0.01%	2284
2017 Q4	–	Sell	-500,000	Closed	-$145K	–	3593
2017 Q3	$145K	Buy	+500,000	New	+$24.2M	﹤0.01%	2874
2017 Q2	–	Sell	-50,000	Closed	-$4K	–	3486
2017 Q1	$4K	Sell	50,000 -86,000	-63%	-$4.25M	﹤0.01%	3223
2016 Q4	$19K	Buy	136,000 +50,000	+58%	+$2.46M	﹤0.01%	2994
2016 Q3	$113K	Hold	86,000	–	–	﹤0.01%	2972
2016 Q2	$213K	Hold	86,000	–	–	﹤0.01%	2085
2016 Q1	$161K	Buy	+86,000	New	+$4.19M	﹤0.01%	2327
2014 Q1	–	Sell	-93,200	Closed	-$49K	–	2754
2013 Q4	$49K	Buy	+93,200	New	+$3.85M	﹤0.01%	2467

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.