UOC
SO icon

UBS O'Connor’s Southern Company SO Stock Holding History

UBS O'Connor’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
2025
Q4 		– Sell
-201,920
Closed -$19.1M – 305
2025
Q3 		$19.1M Sell
201,920
-24,215
-11% -$2.26M 0.57% 23
2025
Q2 		$20.8M Buy
226,135
+16,435
+8% +$1.48M 0.56% 23
2025
Q1 		$19.3M Buy
209,700
+36,090
+21% +$3.12M 0.46% 23
2024
Q4 		$14.3M Buy
173,610
+82,890
+91% +$7.27M 0.36% 42
2024
Q3 		$8.18M Sell
90,720
-99,580
-52% -$8.51M 0.2% 54
2024
Q2 		$14.8M Buy
+190,300
New +$14.4M 0.42% 32
2023
Q1 		– Sell
-60,962
Closed -$4.35M – 714
2022
Q4 		$4.35M Buy
60,962
+19,903
+48% +$1.33M 0.08% 229
2022
Q3 		$2.79M Buy
+41,059
New +$3.11M 0.03% 462

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS O'Connor's SO Position: Q4 2025 in Review

UBS O'Connor sold out of Southern Company (SO) in Q4 2025, closing a stake of 201,920 shares — an estimated $19.1M sold.

UBS O'Connor first reported a position in SO in Q3 2022 and held it in 8 quarters. The position peaked at $20.8M in Q2 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • UBS O'Connor reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • UBS O'Connor sold 201,920 Southern Company shares in Q4 2025, an estimated $19.1M.
  • UBS O'Connor first reported a position in Southern Company in Q3 2022 and held it in 8 quarters.
  • UBS O'Connor's Southern Company position peaked at $20.8M in Q2 2025.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.