Wellington Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $436M | Buy |
4,515,730
+814,632
| +22% | +$75.4M | 0.08% | 219 |
|
|
2025
Q4 | $323M | Buy |
3,701,098
+652,260
| +21% | +$59.5M | 0.06% | 283 |
|
|
2025
Q3 | $289M | Sell |
3,048,838
-1,542
| -0.1% | -$144K | 0.05% | 308 |
|
|
2025
Q2 | $280M | Buy |
3,050,380
+11,347
| +0.4% | +$1.02M | 0.05% | 280 |
|
|
2025
Q1 | $279M | Buy |
3,039,033
+54,824
| +2% | +$4.75M | 0.05% | 269 |
|
|
2024
Q4 | $246M | Sell |
2,984,209
-42,503
| -1% | -$3.73M | 0.05% | 320 |
|
|
2024
Q3 | $273M | Sell |
3,026,712
-166,950
| -5% | -$14.3M | 0.05% | 324 |
|
|
2024
Q2 | $248M | Sell |
3,193,662
-244,056
| -7% | -$18.5M | 0.04% | 336 |
|
|
2024
Q1 | $247M | Sell |
3,437,718
-91,334
| -3% | -$6.3M | 0.04% | 353 |
|
|
2023
Q4 | $247M | Buy |
3,529,052
+934,447
| +36% | +$64.2M | 0.05% | 354 |
|
|
2023
Q3 | $168M | Sell |
2,594,605
-5,246,711
| -67% | -$364M | 0.03% | 408 |
|
|
2023
Q2 | $551M | Buy |
7,841,316
+1,268,943
| +19% | +$91M | 0.1% | 198 |
|
|
2023
Q1 | $457M | Buy |
6,572,373
+4,067,395
| +162% | +$274M | 0.09% | 217 |
|
|
2022
Q4 | $179M | Buy |
2,504,978
+15,571
| +0.6% | +$1.04M | 0.04% | 408 |
|
|
2022
Q3 | $169M | Sell |
2,489,407
-64,837
| -3% | -$4.91M | 0.04% | 405 |
|
|
2022
Q2 | $182M | Sell |
2,554,244
-43,529
| -2% | -$3.2M | 0.04% | 401 |
|
|
2022
Q1 | $188M | Buy |
2,597,773
+77,288
| +3% | +$5.23M | 0.03% | 429 |
|
|
2021
Q4 | $173M | Buy |
2,520,485
+17,103
| +0.7% | +$1.09M | 0.03% | 481 |
|
|
2021
Q3 | $155M | Buy |
2,503,382
+136,387
| +6% | +$8.78M | 0.03% | 505 |
|
|
2021
Q2 | $143M | Sell |
2,366,995
-691,065
| -23% | -$44.2M | 0.02% | 534 |
|
|
2021
Q1 | $190M | Sell |
3,058,060
-248,335
| -8% | -$14.9M | 0.03% | 439 |
|
|
2020
Q4 | $203M | Buy |
3,306,395
+2,295,430
| +227% | +$138M | 0.04% | 406 |
|
|
2020
Q3 | $54.8M | Buy |
+1,010,965
| New | +$54M | 0.01% | 674 |
|
|
2020
Q2 | – | Sell |
-1,173,828
| Closed | -$63.6M | – | 1958 |
|
|
2020
Q1 | $63.6M | Sell |
1,173,828
-362,039
| -24% | -$22.9M | 0.02% | 565 |
|
|
2019
Q4 | $97.8M | Sell |
1,535,867
-84,343
| -5% | -$5.23M | 0.02% | 573 |
|
|
2019
Q3 | $100M | Sell |
1,620,210
-81,914
| -5% | -$4.75M | 0.02% | 548 |
|
|
2019
Q2 | $94.1M | Buy |
1,702,124
+59,116
| +4% | +$3.16M | 0.02% | 581 |
|
|
2019
Q1 | $84.9M | Buy |
1,643,008
+89,270
| +6% | +$4.38M | 0.02% | 587 |
|
|
2018
Q4 | $68.2M | Buy |
1,553,738
+42,440
| +3% | +$1.93M | 0.02% | 624 |
|
|
2018
Q3 | $65.9M | Buy |
1,511,298
+364,466
| +32% | +$16.8M | 0.01% | 708 |
|
|
2018
Q2 | $53.1M | Sell |
1,146,832
-4,408
| -0.4% | -$197K | 0.01% | 773 |
|
|
2018
Q1 | $51.4M | Buy |
1,151,240
+202,105
| +21% | +$8.97M | 0.01% | 763 |
|
|
2017
Q4 | $45.6M | Buy |
949,135
+117,977
| +14% | +$6.01M | 0.01% | 795 |
|
|
2017
Q3 | $40.8M | Sell |
831,158
-54,205
| -6% | -$2.63M | 0.01% | 810 |
|
|
2017
Q2 | $42.4M | Buy |
885,363
+89,636
| +11% | +$4.49M | 0.01% | 786 |
|
|
2017
Q1 | $39.6M | Buy |
795,727
+202,787
| +34% | +$10M | 0.01% | 804 |
|
|
2016
Q4 | $29.2M | Buy |
592,940
+533,430
| +896% | +$26.2M | 0.01% | 883 |
|
|
2016
Q3 | $3.05M | Sell |
59,510
-101,432
| -63% | -$5.34M | ﹤0.01% | 1559 |
|
|
2016
Q2 | $8.63M | Buy |
160,942
+96,147
| +148% | +$4.84M | ﹤0.01% | 1185 |
|
|
2016
Q1 | $3.35M | Buy |
64,795
+1,479
| +2% | +$72.1K | ﹤0.01% | 1455 |
|
|
2015
Q4 | $2.96M | Sell |
63,316
-3,595
| -5% | -$163K | ﹤0.01% | 1516 |
|
|
2015
Q3 | $2.99M | Sell |
66,911
-103,639
| -61% | -$4.55M | ﹤0.01% | 1505 |
|
|
2015
Q2 | $7.15M | Sell |
170,550
-721,316
| -81% | -$31.4M | ﹤0.01% | 1308 |
|
|
2015
Q1 | $39.5M | Sell |
891,866
-1,698,494
| -66% | -$80.7M | 0.01% | 806 |
|
|
2014
Q4 | $127M | Sell |
2,590,360
-64,225
| -2% | -$3.03M | 0.03% | 438 |
|
|
2014
Q3 | $116M | Sell |
2,654,585
-1,432,316
| -35% | -$62.9M | 0.03% | 460 |
|
|
2014
Q2 | $185M | Buy |
4,086,901
+818,698
| +25% | +$36.2M | 0.05% | 378 |
|
|
2014
Q1 | $144M | Buy |
3,268,203
+3,194,187
| +4,316% | +$134M | 0.04% | 435 |
|
|
2013
Q4 | $3.04M | Buy |
74,016
+21,656
| +41% | +$894K | ﹤0.01% | 1607 |
|
|
2013
Q3 | $2.16M | Buy |
52,360
+1,954
| +4% | +$84.2K | ﹤0.01% | 1665 |
|
|
2013
Q2 | $2.23M | Buy |
+50,406
| New | +$2.32M | ﹤0.01% | 1615 |
|
Other funds holding SO
VCM
VPM
Wellington Management Group's SO Position: Q1 2026 in Review
Wellington Management Group increased its Southern Company (SO) stake by 22% in Q1 2026, buying an estimated $75.4M and bringing the position to 4,515,730 shares worth $436M. The position accounts for 0.08% of the portfolio, ranked #219.
Wellington Management Group first reported a position in SO in Q2 2013 and has held it in 51 quarters since. The position peaked at $551M in Q2 2023. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Wellington Management Group held 4,515,730 shares of Southern Company worth $436M as of Q1 2026.
- Wellington Management Group bought 814,632 Southern Company shares in Q1 2026, an estimated $75.4M.
- Southern Company made up 0.08% of Wellington Management Group's portfolio in Q1 2026, its #219 holding.
- Wellington Management Group first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
- Wellington Management Group's Southern Company position peaked at $551M in Q2 2023.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.