StoneX 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 | $6.63M | Sell |
69,316
-3,252
| -4% | -$306K | 0.27% | 59 |
|
|
2026
Q1 | $7M | Sell |
72,568
-31,296
| -30% | -$2.9M | 0.38% | 45 |
|
|
2025
Q4 | $9.06M | Sell |
103,864
-1,127
| -1% | -$103K | 0.39% | 43 |
|
|
2025
Q3 | $9.95M | Buy |
104,991
+4,839
| +5% | +$452K | 0.43% | 38 |
|
|
2025
Q2 | $9.2M | Buy |
100,152
+2,526
| +3% | +$227K | 0.45% | 36 |
|
|
2025
Q1 | $8.98M | Buy |
97,626
+860
| +0.9% | +$74.4K | 0.49% | 32 |
|
|
2024
Q4 | $7.97M | Buy |
96,766
+32,559
| +51% | +$2.86M | 0.44% | 40 |
|
|
2024
Q3 | $5.79M | Buy |
64,207
+1,280
| +2% | +$109K | 0.42% | 41 |
|
|
2024
Q2 | $4.88M | Buy |
62,927
+4,206
| +7% | +$319K | 0.39% | 47 |
|
|
2024
Q1 | $4.21M | Buy |
58,721
+1,405
| +2% | +$97K | 0.38% | 52 |
|
|
2023
Q4 | $4.02M | Buy |
57,316
+2,438
| +4% | +$167K | 0.4% | 46 |
|
|
2023
Q3 | $3.55M | Buy |
54,878
+2,793
| +5% | +$194K | 0.38% | 47 |
|
|
2023
Q2 | $3.66M | Buy |
52,085
+1,445
| +3% | +$104K | 0.38% | 51 |
|
|
2023
Q1 | $3.52M | Buy |
50,640
+2,611
| +5% | +$176K | 0.39% | 45 |
|
|
2022
Q4 | $3.43M | Buy |
48,029
+3,873
| +9% | +$259K | 0.41% | 43 |
|
|
2022
Q3 | $3M | Buy |
44,156
+4,955
| +13% | +$375K | 0.41% | 44 |
|
|
2022
Q2 | $2.8M | Buy |
39,201
+1,367
| +4% | +$100K | 0.34% | 53 |
|
|
2022
Q1 | $2.74M | Buy |
37,834
+2,771
| +8% | +$188K | 0.22% | 95 |
|
|
2021
Q4 | $2.4M | Buy |
35,063
+4,585
| +15% | +$292K | 0.28% | 75 |
|
|
2021
Q3 | $1.89M | Sell |
30,478
-1,063
| -3% | -$68.4K | 0.27% | 78 |
|
|
2021
Q2 | $1.91M | Buy |
31,541
+7,620
| +32% | +$487K | 0.28% | 72 |
|
|
2021
Q1 | $1.49M | Buy |
23,921
+1,913
| +9% | +$115K | 0.27% | 71 |
|
|
2020
Q4 | $1.35M | Buy |
22,008
+493
| +2% | +$29.6K | 0.3% | 59 |
|
|
2020
Q3 | $1.17M | Sell |
21,515
-221
| -1% | -$11.8K | 0.38% | 56 |
|
|
2020
Q2 | $1.13M | Buy |
21,736
+1,431
| +7% | +$79.5K | 0.43% | 55 |
|
|
2020
Q1 | $1.1M | Sell |
20,305
-302
| -1% | -$19.1K | 0.58% | 42 |
|
|
2019
Q4 | $1.31M | Buy |
20,607
+5,806
| +39% | +$360K | 0.54% | 54 |
|
|
2019
Q3 | $914K | Buy |
14,801
+7,826
| +112% | +$454K | 0.57% | 52 |
|
|
2019
Q2 | $386K | Buy |
6,975
+403
| +6% | +$21.6K | 0.25% | 129 |
|
|
2019
Q1 | $340K | Buy |
6,572
+9
| +0.1% | +$441 | 0.26% | 135 |
|
|
2018
Q4 | $288K | Buy |
6,563
+21
| +0.3% | +$955 | 0.28% | 142 |
|
|
2018
Q3 | $285K | Buy |
6,542
+211
| +3% | +$9.72K | 0.21% | 174 |
|
|
2018
Q2 | $293K | Sell |
6,331
-158
| -2% | -$7.07K | 0.25% | 158 |
|
|
2018
Q1 | $290K | Sell |
6,489
-703
| -10% | -$31.2K | 0.28% | 145 |
|
|
2017
Q4 | $346K | Sell |
7,192
-2,218
| -24% | -$113K | 0.36% | 109 |
|
|
2017
Q3 | $462K | Sell |
9,410
-10,212
| -52% | -$495K | 0.58% | 58 |
|
|
2017
Q2 | $939K | Buy |
19,622
+9,232
| +89% | +$463K | 0.29% | 123 |
|
|
2017
Q1 | $511K | Sell |
10,390
-171
| -2% | -$8.45K | 1.14% | 42 |
|
|
2016
Q4 | $520K | Buy |
10,561
+202
| +2% | +$9.92K | 0.91% | 55 |
|
|
2016
Q3 | $531K | Buy |
+10,359
| New | +$546K | 1.19% | 38 |
|
Other funds holding SO
StoneX Group's SO Position: Q2 2026 in Review
StoneX Group reduced its Southern Company (SO) stake by 4.5% in Q2 2026, selling an estimated $306K and leaving 69,316 shares worth $6.63M. The position accounts for 0.27% of the portfolio, ranked #59.
StoneX Group first reported a position in SO in Q3 2016 and has held it in 40 quarters since. The position peaked at $9.95M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- StoneX Group held 69,316 shares of Southern Company worth $6.63M as of Q2 2026.
- StoneX Group sold 3,252 Southern Company shares in Q2 2026, an estimated $306K.
- Southern Company made up 0.27% of StoneX Group's portfolio in Q2 2026, its #59 holding.
- StoneX Group first reported a position in Southern Company in Q3 2016 and has held it in 40 quarters since.
- StoneX Group's Southern Company position peaked at $9.95M in Q3 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.