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
Q2 		$2.73M Sell
28,500
-63,900
-69% -$6.02M ﹤0.01% 4801
2026
Q1 		$8.92M Sell
92,400
-800
-0.9% -$74K ﹤0.01% 3483
2025
Q4 		$8.13M Hold
93,200
– – ﹤0.01% 3517
2025
Q3 		$8.83M Hold
93,200
– – ﹤0.01% 3439
2025
Q2 		$8.56M Sell
93,200
-112,900
-55% -$10.1M ﹤0.01% 3251
2025
Q1 		$19M Buy
206,100
+46,500
+29% +$4.03M ﹤0.01% 2385
2024
Q4 		$13.1M Buy
159,600
+47,500
+42% +$4.17M ﹤0.01% 2769
2024
Q3 		$10.1M Buy
112,100
+72,100
+180% +$6.16M ﹤0.01% 2357
2024
Q2 		$3.1M Hold
40,000
– – ﹤0.01% 3314
2024
Q1 		$2.87M Buy
40,000
+14,200
+55% +$980K ﹤0.01% 3576
2023
Q4 		$1.81M Sell
25,800
-300
-1% -$20.6K ﹤0.01% 3936
2023
Q3 		$1.69M Hold
26,100
– – ﹤0.01% 3604
2023
Q2 		$1.83M Hold
26,100
– – ﹤0.01% 3612
2023
Q1 		$1.82M Sell
26,100
-174,700
-87% -$11.8M ﹤0.01% 3533
2022
Q4 		$14.3M Buy
200,800
+26,100
+15% +$1.75M 0.01% 1657
2022
Q3 		$11.9M Sell
174,700
-47,600
-21% -$3.61M 0.01% 1652
2022
Q2 		$15.9M Sell
222,300
-270,400
-55% -$19.9M 0.01% 1483
2022
Q1 		$35.7M Sell
492,700
-334,300
-40% -$22.6M 0.01% 1048
2021
Q4 		$56.7M Buy
827,000
+293,391
+55% +$18.7M 0.02% 887
2021
Q3 		$33.1M Buy
533,609
+118,500
+29% +$7.63M 0.01% 1114
2021
Q2 		$25.1M Buy
415,109
+283,079
+214% +$18.1M 0.01% 1317
2021
Q1 		$8.21M Buy
+132,030
New +$7.91M ﹤0.01% 2133
2016
Q1 		– Sell
-1,300
Closed -$61K – 8118
2015
Q4 		$61K Hold
1,300
– – ﹤0.01% 5646
2015
Q3 		$58K Hold
1,300
– – ﹤0.01% 5700
2015
Q2 		$54K Sell
1,300
-100
-7% -$4.36K ﹤0.01% 5943
2015
Q1 		$62K Sell
1,400
-1,800
-56% -$85.5K ﹤0.01% 5845
2014
Q4 		$157K Buy
+3,200
New +$151K ﹤0.01% 5269

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

UBS Group's SO Position: Q2 2026 in Review

UBS Group reduced its Southern Company (SO) stake by 9.2% in Q2 2026, selling an estimated $35.2M and leaving 3,702,217 shares worth $354M. The position accounts for 0.05% of the portfolio, ranked #413.

UBS Group first reported a position in SO in Q4 2014 and has held it in 47 quarters since. The position peaked at $474M in Q3 2025. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • UBS Group held 3,702,217 shares of Southern Company worth $354M as of Q2 2026.
  • UBS Group sold 374,135 Southern Company shares in Q2 2026, an estimated $35.2M.
  • Southern Company made up 0.05% of UBS Group's portfolio in Q2 2026, its #413 holding.
  • UBS Group first reported a position in Southern Company in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Southern Company position peaked at $474M in Q3 2025.
  • 2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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