Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Southern Company SO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$61.6M Sell
646,054
-40,873
-6% -$3.85M 0.09% 179
2026
Q1 		$66M Buy
686,927
+31,117
+5% +$2.88M 0.11% 162
2025
Q4 		$57M Sell
655,810
-13,810
-2% -$1.26M 0.09% 191
2025
Q3 		$63.5M Sell
669,620
-2,767
-0.4% -$258K 0.11% 173
2025
Q2 		$61.7M Buy
672,387
+1,213
+0.2% +$109K 0.11% 178
2025
Q1 		$61.7M Buy
671,174
+53,502
+9% +$4.63M 0.12% 165
2024
Q4 		$50.8M Buy
+617,672
New +$54.2M 0.1% 189

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

Universal-Beteiligungs- und Servicegesellschaft's SO Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Southern Company (SO) stake by 6% in Q2 2026, selling an estimated $3.85M and leaving 646,054 shares worth $61.6M. The position accounts for 0.09% of the portfolio, ranked #179.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $66M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 646,054 shares of Southern Company worth $61.6M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 40,873 Southern Company shares in Q2 2026, an estimated $3.85M.
  • Southern Company made up 0.09% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #179 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Southern Company position peaked at $66M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.