UBS AM’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 | $499M | Buy |
5,173,525
+53,920
| +1% | +$4.99M | 0.1% | 173 |
|
|
2025
Q4 | $446M | Sell |
5,119,605
-608,688
| -11% | -$55.6M | 0.09% | 179 |
|
|
2025
Q3 | $543M | Sell |
5,728,293
-712,030
| -11% | -$66.5M | 0.12% | 148 |
|
|
2025
Q2 | $591M | Buy |
6,440,323
+1,683,622
| +35% | +$151M | 0.12% | 163 |
|
|
2025
Q1 | $437M | Sell |
4,756,701
-452,171
| -9% | -$39.1M | 0.11% | 189 |
|
|
2024
Q4 | $429M | Buy |
5,208,872
+979,756
| +23% | +$86M | 0.1% | 180 |
|
|
2024
Q3 | $381M | Sell |
4,229,116
-529,364
| -11% | -$45.2M | 0.1% | 189 |
|
|
2024
Q2 | $369M | Buy |
4,758,480
+685,419
| +17% | +$51.9M | 0.11% | 169 |
|
|
2024
Q1 | $292M | Sell |
4,073,061
-582,613
| -13% | -$40.2M | 0.1% | 190 |
|
|
2023
Q4 | $326M | Buy |
4,655,674
+850,682
| +22% | +$58.4M | 0.13% | 161 |
|
|
2023
Q3 | $246M | Sell |
3,804,992
-20,176
| -0.5% | -$1.4M | 0.11% | 188 |
|
|
2023
Q2 | $266M | Hold |
3,825,168
| – | – | 0.13% | 168 |
|
|
2023
Q1 | $266M | Sell |
3,825,168
-70,688
| -2% | -$4.76M | 0.13% | 168 |
|
|
2022
Q4 | $278M | Buy |
3,895,856
+230,359
| +6% | +$15.4M | 0.15% | 167 |
|
|
2022
Q3 | $249M | Buy |
3,665,497
+121,261
| +3% | +$9.19M | 0.14% | 157 |
|
|
2022
Q2 | $253M | Sell |
3,544,236
-154,543
| -4% | -$11.3M | 0.13% | 164 |
|
|
2022
Q1 | $268M | Buy |
3,698,779
+276,522
| +8% | +$18.7M | 0.11% | 188 |
|
|
2021
Q4 | $235M | Sell |
3,422,257
-333,474
| -9% | -$21.3M | 0.09% | 240 |
|
|
2021
Q3 | $233M | Buy |
3,755,731
+258,872
| +7% | +$16.7M | 0.1% | 219 |
|
|
2021
Q2 | $212M | Sell |
3,496,859
-294,832
| -8% | -$18.9M | 0.09% | 243 |
|
|
2021
Q1 | $236M | Sell |
3,791,691
-120,074
| -3% | -$7.19M | 0.1% | 208 |
|
|
2020
Q4 | $240M | Sell |
3,911,765
-390,801
| -9% | -$23.5M | 0.11% | 178 |
|
|
2020
Q3 | $233M | Buy |
4,302,566
+152,656
| +4% | +$8.16M | 0.13% | 159 |
|
|
2020
Q2 | $215M | Sell |
4,149,910
-415,508
| -9% | -$23.1M | 0.13% | 149 |
|
|
2020
Q1 | $247M | Buy |
4,565,418
+277,540
| +6% | +$17.6M | 0.18% | 113 |
|
|
2019
Q4 | $273M | Sell |
4,287,878
-89,104
| -2% | -$5.52M | 0.17% | 118 |
|
|
2019
Q3 | $270M | Sell |
4,376,982
-403,888
| -8% | -$23.4M | 0.18% | 110 |
|
|
2019
Q2 | $264M | Buy |
4,780,870
+216,446
| +5% | +$11.6M | 0.19% | 106 |
|
|
2019
Q1 | $236M | Sell |
4,564,424
-552,264
| -11% | -$27.1M | 0.18% | 119 |
|
|
2018
Q4 | $225M | Buy |
5,116,688
+48,260
| +1% | +$2.19M | 0.19% | 107 |
|
|
2018
Q3 | $221M | Buy |
5,068,428
+84,445
| +2% | +$3.89M | 0.16% | 129 |
|
|
2018
Q2 | $231M | Sell |
4,983,983
-124,894
| -2% | -$5.59M | 0.18% | 120 |
|
|
2018
Q1 | $228M | Buy |
5,108,877
+451,968
| +10% | +$20.1M | 0.18% | 122 |
|
|
2017
Q4 | $224M | Buy |
4,656,909
+106,252
| +2% | +$5.41M | 0.19% | 112 |
|
|
2017
Q3 | $224M | Buy |
4,550,657
+173,368
| +4% | +$8.4M | 0.2% | 109 |
|
|
2017
Q2 | $210M | Sell |
4,377,289
-87,147
| -2% | -$4.37M | 0.2% | 109 |
|
|
2017
Q1 | $222M | Buy |
4,464,436
+395,211
| +10% | +$19.5M | 0.23% | 99 |
|
|
2016
Q4 | $200M | Sell |
4,069,225
-558
| -0% | -$27.4K | 0.22% | 102 |
|
|
2016
Q3 | $209M | Buy |
4,069,783
+139,492
| +4% | +$7.35M | 0.22% | 99 |
|
|
2016
Q2 | $211M | Buy |
3,930,291
+96,293
| +3% | +$4.84M | 0.24% | 93 |
|
|
2016
Q1 | $198M | Sell |
3,833,998
-169,899
| -4% | -$8.28M | 0.23% | 94 |
|
|
2015
Q4 | $187M | Sell |
4,003,897
-525,895
| -12% | -$23.8M | 0.21% | 101 |
|
|
2015
Q3 | $202M | Sell |
4,529,792
-378,231
| -8% | -$16.6M | 0.22% | 94 |
|
|
2015
Q2 | $206M | Buy |
4,908,023
+63,312
| +1% | +$2.76M | 0.2% | 118 |
|
|
2015
Q1 | $215M | Sell |
4,844,711
-18,479
| -0.4% | -$878K | 0.21% | 117 |
|
|
2014
Q4 | $239M | Buy |
4,863,190
+168,094
| +4% | +$7.94M | 0.23% | 99 |
|
|
2014
Q3 | $205M | Buy |
4,695,096
+168,245
| +4% | +$7.39M | 0.2% | 119 |
|
|
2014
Q2 | $205M | Buy |
4,526,851
+485,633
| +12% | +$21.5M | 0.21% | 117 |
|
|
2014
Q1 | $178M | Buy |
4,041,218
+301,116
| +8% | +$12.6M | 0.19% | 129 |
|
|
2013
Q4 | $154M | Buy |
3,740,102
+137,955
| +4% | +$5.69M | 0.18% | 144 |
|
|
2013
Q3 | $148M | Buy |
3,602,147
+39,065
| +1% | +$1.68M | 0.18% | 137 |
|
|
2013
Q2 | $157M | Buy |
+3,563,082
| New | +$164M | 0.2% | 124 |
|
Other funds holding SO
VCM
VPM
UBS AM's SO Position: Q1 2026 in Review
UBS AM increased its Southern Company (SO) stake by 1.1% in Q1 2026, buying an estimated $4.99M and bringing the position to 5,173,525 shares worth $499M. The position accounts for 0.1% of the portfolio, ranked #173.
UBS AM first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $591M in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- UBS AM held 5,173,525 shares of Southern Company worth $499M as of Q1 2026.
- UBS AM bought 53,920 Southern Company shares in Q1 2026, an estimated $4.99M.
- Southern Company made up 0.1% of UBS AM's portfolio in Q1 2026, its #173 holding.
- UBS AM first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- UBS AM's Southern Company position peaked at $591M in Q2 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.