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
2014 Q2	–	Sell	-138,500	Closed	-$6K	–	536
2014 Q1	$6K	Buy	+138,500	New	+$5.8M	﹤0.01%	426

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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 7 quarters. The position peaked at $20.8M in Q2 2025. 2,264 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 7 quarters.
UBS O'Connor's Southern Company position peaked at $20.8M in Q2 2025.
2,264 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.