Vanguard Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $9.42B | Buy |
108,057,413
+1,643,090
| +2% | +$150M | 0.14% | 118 |
|
|
2025
Q3 | $10.1B | Buy |
106,414,323
+510,080
| +0.5% | +$47.6M | 0.15% | 111 |
|
|
2025
Q2 | $9.73B | Buy |
105,904,243
+1,694,066
| +2% | +$152M | 0.16% | 111 |
|
|
2025
Q1 | $9.58B | Buy |
104,210,177
+1,419,724
| +1% | +$123M | 0.17% | 102 |
|
|
2024
Q4 | $8.46B | Buy |
102,790,453
+698,422
| +0.7% | +$61.3M | 0.15% | 106 |
|
|
2024
Q3 | $9.21B | Buy |
102,092,031
+1,328,094
| +1% | +$113M | 0.16% | 104 |
|
|
2024
Q2 | $7.82B | Buy |
100,763,937
+674,303
| +0.7% | +$51.1M | 0.15% | 114 |
|
|
2024
Q1 | $7.18B | Buy |
100,089,634
+481,071
| +0.5% | +$33.2M | 0.14% | 125 |
|
|
2023
Q4 | $6.98B | Buy |
99,608,563
+35,898
| +0% | +$2.47M | 0.15% | 111 |
|
|
2023
Q3 | $6.44B | Buy |
99,572,665
+352,023
| +0.4% | +$24.4M | 0.16% | 110 |
|
|
2023
Q2 | $6.97B | Buy |
99,220,642
+246,709
| +0.2% | +$17.7M | 0.17% | 99 |
|
|
2023
Q1 | $6.89B | Buy |
98,973,933
+1,059,708
| +1% | +$71.4M | 0.18% | 100 |
|
|
2022
Q4 | $6.99B | Buy |
97,914,225
+3,261,853
| +3% | +$218M | 0.19% | 95 |
|
|
2022
Q3 | $6.44B | Buy |
94,652,372
+1,391,612
| +1% | +$105M | 0.19% | 88 |
|
|
2022
Q2 | $6.65B | Buy |
93,260,760
+1,614,875
| +2% | +$119M | 0.19% | 87 |
|
|
2022
Q1 | $6.65B | Buy |
91,645,885
+881,636
| +1% | +$59.7M | 0.16% | 106 |
|
|
2021
Q4 | $6.22B | Buy |
90,764,249
+140,231
| +0.2% | +$8.94M | 0.14% | 119 |
|
|
2021
Q3 | $5.62B | Buy |
90,624,018
+448,819
| +0.5% | +$28.9M | 0.14% | 119 |
|
|
2021
Q2 | $5.46B | Buy |
90,175,199
+471,093
| +0.5% | +$30.1M | 0.14% | 127 |
|
|
2021
Q1 | $5.58B | Buy |
89,704,106
+299,804
| +0.3% | +$18M | 0.15% | 114 |
|
|
2020
Q4 | $5.49B | Sell |
89,404,302
-1,606,873
| -2% | -$96.6M | 0.16% | 109 |
|
|
2020
Q3 | $4.93B | Sell |
91,011,175
-766,377
| -0.8% | -$41M | 0.16% | 104 |
|
|
2020
Q2 | $4.76B | Sell |
91,777,552
-845,363
| -0.9% | -$47M | 0.17% | 103 |
|
|
2020
Q1 | $5.01B | Buy |
92,622,915
+2,042,165
| +2% | +$129M | 0.21% | 89 |
|
|
2019
Q4 | $5.77B | Buy |
90,580,750
+11,517
| +0% | +$714K | 0.2% | 91 |
|
|
2019
Q3 | $5.59B | Buy |
90,569,233
+2,399,553
| +3% | +$139M | 0.21% | 88 |
|
|
2019
Q2 | $4.87B | Buy |
88,169,680
+2,923,497
| +3% | +$157M | 0.18% | 95 |
|
|
2019
Q1 | $4.41B | Buy |
85,246,183
+3,939,667
| +5% | +$193M | 0.17% | 100 |
|
|
2018
Q4 | $3.57B | Buy |
81,306,516
+3,838,959
| +5% | +$175M | 0.16% | 109 |
|
|
2018
Q3 | $3.38B | Buy |
77,467,557
+1,324,658
| +2% | +$61M | 0.13% | 137 |
|
|
2018
Q2 | $3.53B | Buy |
76,142,899
+1,558,195
| +2% | +$69.7M | 0.15% | 123 |
|
|
2018
Q1 | $3.33B | Buy |
74,584,704
+1,065,046
| +1% | +$47.3M | 0.15% | 125 |
|
|
2017
Q4 | $3.54B | Buy |
73,519,658
+1,170,371
| +2% | +$59.6M | 0.15% | 119 |
|
|
2017
Q3 | $3.56B | Buy |
72,349,287
+1,295,683
| +2% | +$62.8M | 0.17% | 114 |
|
|
2017
Q2 | $3.4B | Buy |
71,053,604
+2,295,466
| +3% | +$115M | 0.17% | 114 |
|
|
2017
Q1 | $3.42B | Buy |
68,758,138
+2,688,854
| +4% | +$133M | 0.18% | 104 |
|
|
2016
Q4 | $3.25B | Buy |
66,069,284
+1,932,124
| +3% | +$94.9M | 0.18% | 102 |
|
|
2016
Q3 | $3.29B | Buy |
64,137,160
+3,757,900
| +6% | +$198M | 0.19% | 94 |
|
|
2016
Q2 | $3.24B | Buy |
60,379,260
+3,222,084
| +6% | +$162M | 0.2% | 94 |
|
|
2016
Q1 | $2.96B | Buy |
57,157,176
+2,470,730
| +5% | +$120M | 0.19% | 95 |
|
|
2015
Q4 | $2.56B | Buy |
54,686,446
+1,325,479
| +2% | +$60.1M | 0.17% | 106 |
|
|
2015
Q3 | $2.39B | Buy |
53,360,967
+1,079,239
| +2% | +$47.3M | 0.17% | 111 |
|
|
2015
Q2 | $2.19B | Buy |
52,281,728
+544,455
| +1% | +$23.7M | 0.15% | 130 |
|
|
2015
Q1 | $2.29B | Buy |
51,737,273
+363,859
| +0.7% | +$17.3M | 0.16% | 120 |
|
|
2014
Q4 | $2.52B | Buy |
51,373,414
+1,996,206
| +4% | +$94.3M | 0.18% | 108 |
|
|
2014
Q3 | $2.16B | Buy |
49,377,208
+2,580,079
| +6% | +$113M | 0.17% | 118 |
|
|
2014
Q2 | $2.12B | Buy |
46,797,129
+1,416,829
| +3% | +$62.6M | 0.17% | 117 |
|
|
2014
Q1 | $1.99B | Buy |
45,380,300
+1,172,855
| +3% | +$49.2M | 0.17% | 115 |
|
|
2013
Q4 | $1.82B | Buy |
44,207,445
+859,548
| +2% | +$35.5M | 0.16% | 124 |
|
|
2013
Q3 | $1.79B | Buy |
43,347,897
+939,834
| +2% | +$40.5M | 0.17% | 105 |
|
|
2013
Q2 | $1.87B | Buy |
+42,408,063
| New | +$1.95B | 0.2% | 95 |
|
Other funds holding SO
Vanguard Group's SO Position: Q4 2025 in Review
Vanguard Group increased its Southern Company (SO) stake by 1.5% in Q4 2025, buying an estimated $150M and bringing the position to 108,057,413 shares worth $9.42B. The position accounts for 0.14% of the portfolio, ranked #118.
Vanguard Group first reported a position in SO in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.1B in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.
- Vanguard Group held 108,057,413 shares of Southern Company worth $9.42B as of Q4 2025.
- Vanguard Group bought 1,643,090 Southern Company shares in Q4 2025, an estimated $150M.
- Southern Company made up 0.14% of Vanguard Group's portfolio in Q4 2025, its #118 holding.
- Vanguard Group first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
- Vanguard Group's Southern Company position peaked at $10.1B in Q3 2025.
- 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.
Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.