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	-27,500	Closed	-$12K	–	3664
2025 Q4	$12K	Hold	27,500	–	–	﹤0.01%	3507
2025 Q3	$22K	Hold	27,500	–	–	﹤0.01%	3285
2025 Q2	$63K	Hold	27,500	–	–	﹤0.01%	2735
2025 Q1	$91K	Hold	27,500	–	–	﹤0.01%	3080
2024 Q4	$171K	Buy	+27,500	New	+$2.41M	﹤0.01%	2300
2022 Q1	–	Sell	-55,000	Closed	-$11K	–	3395
2021 Q4	$11K	Hold	55,000	–	–	﹤0.01%	3279
2021 Q3	$16K	Hold	55,000	–	–	﹤0.01%	3787
2021 Q2	$38K	Hold	55,000	–	–	﹤0.01%	2753
2021 Q1	$60K	Hold	55,000	–	–	﹤0.01%	3147
2020 Q4	$107K	Hold	55,000	–	–	﹤0.01%	3004
2020 Q3	$242K	Buy	+55,000	New	+$2.94M	﹤0.01%	2046
2020 Q1	–	Sell	-27,300	Closed	-$8K	–	3666
2019 Q4	$8K	Buy	+27,300	New	+$1.69M	﹤0.01%	3188
2018 Q4	–	Sell	-10,000	Closed	-$9K	–	3296
2018 Q3	$9K	Buy	+10,000	New	+$461K	﹤0.01%	3049
2017 Q1	–	Sell	-134,000	Closed	-$11K	–	3545
2016 Q4	$11K	Hold	134,000	–	–	﹤0.01%	3018
2016 Q3	$38K	Hold	134,000	–	–	﹤0.01%	3206
2016 Q2	$63K	Hold	134,000	–	–	﹤0.01%	2441
2016 Q1	$113K	Buy	+134,000	New	+$6.53M	﹤0.01%	2558

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.