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Union Bancaire Privee’s Southern Company SO Stock Holding History

Union Bancaire Privee’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 		$1.06M Sell
11,483
-11,200
-49% -$1.05M 0.01% 293
2026
Q1 		$1.97M Sell
22,683
-4,597
-17% -$425K 0.03% 234
2025
Q4 		$2.09M Buy
+27,280
New +$2.49M 0.02% 222

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Union Bancaire Privee's SO Position: Q2 2026 in Review

Union Bancaire Privee reduced its Southern Company (SO) stake by 49% in Q2 2026, selling an estimated $1.05M and leaving 11,483 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #293.

Union Bancaire Privee first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.09M in Q4 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Union Bancaire Privee held 11,483 shares of Southern Company worth $1.06M as of Q2 2026.
  • Union Bancaire Privee sold 11,200 Southern Company shares in Q2 2026, an estimated $1.05M.
  • Southern Company made up 0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #293 holding.
  • Union Bancaire Privee first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Union Bancaire Privee's Southern Company position peaked at $2.09M in Q4 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.