UBS 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
Q1 | $393M | Sell |
4,076,352
-444,788
| -10% | -$41.1M | 0.06% | 334 |
|
|
2025
Q4 | $394M | Sell |
4,521,140
-477,851
| -10% | -$43.6M | 0.06% | 296 |
|
|
2025
Q3 | $474M | Buy |
4,998,991
+827,131
| +20% | +$77.2M | 0.07% | 248 |
|
|
2025
Q2 | $383M | Sell |
4,171,860
-618,555
| -13% | -$55.6M | 0.07% | 293 |
|
|
2025
Q1 | $440M | Sell |
4,790,415
-574,681
| -11% | -$49.7M | 0.08% | 241 |
|
|
2024
Q4 | $442M | Buy |
5,365,096
+613,561
| +13% | +$53.8M | 0.08% | 227 |
|
|
2024
Q3 | $428M | Buy |
4,751,535
+889,044
| +23% | +$75.9M | 0.09% | 205 |
|
|
2024
Q2 | $300M | Buy |
3,862,491
+927,187
| +32% | +$70.3M | 0.07% | 253 |
|
|
2024
Q1 | $211M | Buy |
2,935,304
+609,585
| +26% | +$42.1M | 0.05% | 355 |
|
|
2023
Q4 | $163M | Buy |
2,325,719
+142,497
| +7% | +$9.79M | 0.05% | 382 |
|
|
2023
Q3 | $141M | Sell |
2,183,222
-36,162
| -2% | -$2.51M | 0.05% | 378 |
|
|
2023
Q2 | $156M | Buy |
2,219,384
+568,961
| +34% | +$40.8M | 0.05% | 344 |
|
|
2023
Q1 | $115M | Buy |
1,650,423
+92,667
| +6% | +$6.24M | 0.04% | 410 |
|
|
2022
Q4 | $111M | Buy |
1,557,756
+538,238
| +53% | +$36M | 0.04% | 444 |
|
|
2022
Q3 | $69.3M | Buy |
1,019,518
+66,600
| +7% | +$5.04M | 0.03% | 554 |
|
|
2022
Q2 | $68M | Sell |
952,918
-42,101
| -4% | -$3.09M | 0.03% | 585 |
|
|
2022
Q1 | $72.1M | Sell |
995,019
-319,070
| -24% | -$21.6M | 0.02% | 662 |
|
|
2021
Q4 | $90.1M | Sell |
1,314,089
-1,417
| -0.1% | -$90.3K | 0.03% | 649 |
|
|
2021
Q3 | $81.5M | Sell |
1,315,506
-641,924
| -33% | -$41.3M | 0.03% | 616 |
|
|
2021
Q2 | $118M | Buy |
1,957,430
+57,606
| +3% | +$3.68M | 0.04% | 464 |
|
|
2021
Q1 | $118M | Sell |
1,899,824
-71,653
| -4% | -$4.29M | 0.04% | 447 |
|
|
2020
Q4 | $121M | Buy |
1,971,477
+71,849
| +4% | +$4.32M | 0.04% | 420 |
|
|
2020
Q3 | $103M | Buy |
1,899,628
+245,010
| +15% | +$13.1M | 0.04% | 389 |
|
|
2020
Q2 | $85.8M | Sell |
1,654,618
-104,573
| -6% | -$5.81M | 0.04% | 418 |
|
|
2020
Q1 | $95.2M | Sell |
1,759,191
-32,257
| -2% | -$2.04M | 0.04% | 359 |
|
|
2019
Q4 | $114M | Buy |
1,791,448
+105,485
| +6% | +$6.54M | 0.04% | 412 |
|
|
2019
Q3 | $104M | Buy |
1,685,963
+294,880
| +21% | +$17.1M | 0.04% | 395 |
|
|
2019
Q2 | $76.9M | Buy |
1,391,083
+44,578
| +3% | +$2.39M | 0.03% | 485 |
|
|
2019
Q1 | $69.6M | Buy |
1,346,505
+2,679
| +0.2% | +$131K | 0.03% | 485 |
|
|
2018
Q4 | $59M | Buy |
1,343,826
+6,100
| +0.5% | +$277K | 0.03% | 527 |
|
|
2018
Q3 | $58.3M | Buy |
1,337,726
+9,790
| +0.7% | +$451K | 0.02% | 610 |
|
|
2018
Q2 | $61.5M | Sell |
1,327,936
-23,465
| -2% | -$1.05M | 0.03% | 557 |
|
|
2018
Q1 | $60.4M | Buy |
1,351,401
+282,633
| +26% | +$12.5M | 0.03% | 552 |
|
|
2017
Q4 | $51.4M | Sell |
1,068,768
-193,641
| -15% | -$9.87M | 0.02% | 656 |
|
|
2017
Q3 | $62M | Buy |
1,262,409
+245,249
| +24% | +$11.9M | 0.03% | 517 |
|
|
2017
Q2 | $48.7M | Sell |
1,017,160
-39,894
| -4% | -$2M | 0.03% | 573 |
|
|
2017
Q1 | $52.6M | Sell |
1,057,054
-36,974
| -3% | -$1.83M | 0.03% | 531 |
|
|
2016
Q4 | $53.8M | Sell |
1,094,028
-422,990
| -28% | -$20.8M | 0.03% | 512 |
|
|
2016
Q3 | $77.8M | Sell |
1,517,018
-32,308
| -2% | -$1.7M | 0.05% | 387 |
|
|
2016
Q2 | $83.1M | Sell |
1,549,326
-27,555
| -2% | -$1.39M | 0.05% | 350 |
|
|
2016
Q1 | $81.6M | Sell |
1,576,881
-147,825
| -9% | -$7.2M | 0.05% | 328 |
|
|
2015
Q4 | $80.7M | Buy |
1,724,706
+101,396
| +6% | +$4.6M | 0.05% | 362 |
|
|
2015
Q3 | $72.6M | Buy |
1,623,310
+96,258
| +6% | +$4.22M | 0.05% | 354 |
|
|
2015
Q2 | $64M | Sell |
1,527,052
-54,509
| -3% | -$2.37M | 0.04% | 441 |
|
|
2015
Q1 | $70M | Buy |
1,581,561
+32,637
| +2% | +$1.55M | 0.05% | 407 |
|
|
2014
Q4 | $76.1M | Buy |
+1,548,924
| New | +$73.1M | 0.05% | 371 |
|
Other funds holding SO
VCM
VPM
UBS Group's SO Position: Q1 2026 in Review
UBS Group reduced its Southern Company (SO) stake by 9.8% in Q1 2026, selling an estimated $41.1M and leaving 4,076,352 shares worth $393M. The position accounts for 0.06% of the portfolio, ranked #334.
UBS Group first reported a position in SO in Q4 2014 and has held it in 46 quarters since. The position peaked at $474M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- UBS Group held 4,076,352 shares of Southern Company worth $393M as of Q1 2026.
- UBS Group sold 444,788 Southern Company shares in Q1 2026, an estimated $41.1M.
- Southern Company made up 0.06% of UBS Group's portfolio in Q1 2026, its #334 holding.
- UBS Group first reported a position in Southern Company in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Southern Company position peaked at $474M in Q3 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.