TG
SO icon

TCW Group’s Southern Company SO Stock Holding History

TCW Group’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
Q2 		$1.82M Buy
18,973
+783
+4% +$73.7K 0.01% 298
2026
Q1 		$1.76M Buy
18,190
+880
+5% +$81.4K 0.01% 296
2025
Q4 		$1.51M Buy
+17,310
New +$1.58M 0.01% 310
2025
Q3 		– Sell
-16,522
Closed -$1.52M – 337
2025
Q2 		$1.52M Buy
16,522
+345
+2% +$31K 0.01% 274
2025
Q1 		$1.49M Buy
16,177
+872
+6% +$75.5K 0.01% 277
2024
Q4 		$1.26M Buy
15,305
+377
+3% +$33.1K 0.01% 290
2024
Q3 		$1.35M Sell
14,928
-353
-2% -$30.2K 0.01% 279
2024
Q2 		$1.19M Buy
15,281
+1,157
+8% +$87.7K 0.01% 299
2024
Q1 		$1.01M Sell
14,124
-2,438
-15% -$168K 0.01% 294
2023
Q4 		$1.16M Buy
+16,562
New +$1.14M 0.01% 297
2021
Q4 		– Sell
-13,559
Closed -$840K – 339
2021
Q3 		$840K Hold
13,559
– – ﹤0.01% 301
2021
Q2 		$820K Sell
13,559
-2,441
-15% -$156K 0.01% 312
2021
Q1 		$995K Hold
16,000
– – 0.01% 291
2020
Q4 		$983K Hold
16,000
– – 0.01% 293
2020
Q3 		$868K Hold
16,000
– – 0.01% 281
2020
Q2 		$830K Sell
16,000
-3,921
-20% -$218K 0.01% 251
2020
Q1 		$1.08M Sell
19,921
-4,401
-18% -$279K 0.01% 236
2019
Q4 		$1.55M Buy
24,322
+4,059
+20% +$252K 0.02% 221
2019
Q3 		$1.25M Sell
20,263
-500
-2% -$29K 0.01% 229
2019
Q2 		$1.15M Hold
20,763
– – 0.01% 237
2019
Q1 		$1.07M Buy
20,763
+3,312
+19% +$162K 0.01% 237
2018
Q4 		$766K Sell
17,451
-6,541
-27% -$297K 0.01% 274
2018
Q3 		$1.05M Buy
23,992
+570
+2% +$26.3K 0.01% 268
2018
Q2 		$1.08M Sell
23,422
-800
-3% -$35.8K 0.01% 260
2018
Q1 		$1.08M Buy
24,222
+3,300
+16% +$147K 0.01% 265
2017
Q4 		$1.01M Buy
20,922
+300
+1% +$15.3K 0.01% 274
2017
Q3 		$1.01M Hold
20,622
– – 0.01% 282
2017
Q2 		$987K Sell
20,622
-11,645
-36% -$584K 0.01% 284
2017
Q1 		$1.61M Sell
32,267
-72,300
-69% -$3.57M 0.01% 253
2016
Q4 		$5.14M Sell
104,567
-5,450
-5% -$268K 0.04% 194
2016
Q3 		$5.64M Buy
110,017
+3,500
+3% +$184K 0.04% 180
2016
Q2 		$5.71M Buy
106,517
+3,756
+4% +$189K 0.04% 175
2016
Q1 		$5.32M Buy
102,761
+39,811
+63% +$1.94M 0.04% 181
2015
Q4 		$2.94M Buy
62,950
+750
+1% +$34K 0.02% 286
2015
Q3 		$2.78M Sell
62,200
-40
-0.1% -$1.75K 0.02% 282
2015
Q2 		$2.61M Sell
62,240
-194,350
-76% -$8.47M 0.02% 338
2015
Q1 		$11.4M Buy
256,590
+4,450
+2% +$211K 0.05% 230
2014
Q4 		$12.4M Sell
252,140
-186,900
-43% -$8.83M 0.05% 236
2014
Q3 		$19.2M Sell
439,040
-7,450
-2% -$327K 0.08% 210
2014
Q2 		$20.3M Buy
446,490
+5,100
+1% +$225K 0.08% 207
2014
Q1 		$19.4M Buy
441,390
+5,200
+1% +$218K 0.08% 202
2013
Q4 		$17.9M Buy
436,190
+4,400
+1% +$182K 0.08% 219
2013
Q3 		$17.8M Buy
431,790
+4,750
+1% +$205K 0.08% 203
2013
Q2 		$18.8M Buy
+427,040
New +$19.6M 0.09% 184

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCW Group's SO Position: Q2 2026 in Review

TCW Group increased its Southern Company (SO) stake by 4.3% in Q2 2026, buying an estimated $73.7K and bringing the position to 18,973 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #298.

TCW Group first reported a position in SO in Q2 2013 and has held it in 44 quarters since. The position peaked at $20.3M in Q2 2014. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • TCW Group held 18,973 shares of Southern Company worth $1.82M as of Q2 2026.
  • TCW Group bought 783 Southern Company shares in Q2 2026, an estimated $73.7K.
  • Southern Company made up 0.01% of TCW Group's portfolio in Q2 2026, its #298 holding.
  • TCW Group first reported a position in Southern Company in Q2 2013 and has held it in 44 quarters since.
  • TCW Group's Southern Company position peaked at $20.3M in Q2 2014.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.