UBS Group
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UBS Group’s Southern Company SO Stock Holding History

UBS 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
Q1 		$15M Buy
155,300
+64,600
+71% +$5.98M ﹤0.01% 2900
2025
Q4 		$7.91M Sell
90,700
-245,100
-73% -$22.4M ﹤0.01% 3546
2025
Q3 		$31.8M Buy
335,800
+245,100
+270% +$22.9M 0.01% 2068
2025
Q2 		$8.33M Sell
90,700
-98,500
-52% -$8.85M ﹤0.01% 3282
2025
Q1 		$17.4M Sell
189,200
-51,500
-21% -$4.46M ﹤0.01% 2484
2024
Q4 		$19.8M Buy
240,700
+86,400
+56% +$7.58M ﹤0.01% 2330
2024
Q3 		$13.9M Sell
154,300
-65,100
-30% -$5.56M ﹤0.01% 2099
2024
Q2 		$17M Buy
219,400
+179,400
+449% +$13.6M ﹤0.01% 1820
2024
Q1 		$2.87M Buy
+40,000
New +$2.76M ﹤0.01% 3575
2022
Q2 		– Sell
-48,200
Closed -$3.5M – 10894
2022
Q1 		$3.5M Sell
48,200
-147,800
-75% -$10M ﹤0.01% 2905
2021
Q4 		$13.4M Sell
196,000
-26,233
-12% -$1.67M ﹤0.01% 1884
2021
Q3 		$13.8M Sell
222,233
-15,300
-6% -$985K ﹤0.01% 1805
2021
Q2 		$14.4M Buy
237,533
+133,579
+128% +$8.54M ﹤0.01% 1745
2021
Q1 		$6.46M Buy
+103,954
New +$6.22M ﹤0.01% 2342
2019
Q1 		– Sell
-60,000
Closed -$2.63M – 8127
2018
Q4 		$2.63M Buy
+60,000
New +$2.73M ﹤0.01% 2755
2018
Q1 		– Sell
-3,900
Closed -$188K – 8133
2017
Q4 		$188K Buy
+3,900
New +$199K ﹤0.01% 4950
2017
Q1 		– Sell
-169,000
Closed -$8.31M – 7933
2016
Q4 		$8.31M Buy
+169,000
New +$8.3M ﹤0.01% 1670
2016
Q1 		– Sell
-600
Closed -$28K – 8117
2015
Q4 		$28K Hold
600
– – ﹤0.01% 6402
2015
Q3 		$27K Hold
600
– – ﹤0.01% 6409
2015
Q2 		$25K Sell
600
-500
-45% -$21.8K ﹤0.01% 6667
2015
Q1 		$49K Sell
1,100
-9,200
-89% -$437K ﹤0.01% 6065
2014
Q4 		$506K Buy
+10,300
New +$486K ﹤0.01% 4197

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.