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Westwood Holdings Group’s Southern Company SO Stock Holding History

Westwood Holdings Group’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 		$3.5M Buy
36,614
+7,982
+28% +$751K 0.03% 304
2026
Q1 		$2.76M Sell
28,632
-274,354
-91% -$25.4M 0.02% 309
2025
Q4 		$26.4M Sell
302,986
-387,215
-56% -$35.4M 0.21% 165
2025
Q3 		$65.4M Sell
690,201
-60,028
-8% -$5.6M 0.47% 90
2025
Q2 		$68.9M Sell
750,229
-119,043
-14% -$10.7M 0.5% 82
2025
Q1 		$79.9M Sell
869,272
-27,051
-3% -$2.34M 0.6% 54
2024
Q4 		$73.8M Buy
896,323
+847,803
+1,747% +$74.4M 0.57% 63
2024
Q3 		$4.38M Buy
48,520
+45,076
+1,309% +$3.85M 0.02% 307
2024
Q2 		$267K Sell
3,444
-6
-0.2% -$455 ﹤0.01% 431
2024
Q1 		$248K Sell
3,450
-2,822
-45% -$195K ﹤0.01% 441
2023
Q4 		$440K Sell
6,272
-46
-0.7% -$3.16K ﹤0.01% 397
2023
Q3 		$409K Sell
6,318
-52
-0.8% -$3.61K ﹤0.01% 391
2023
Q2 		$447K Buy
6,370
+179
+3% +$12.8K ﹤0.01% 411
2023
Q1 		$431K Buy
+6,191
New +$417K ﹤0.01% 418
2017
Q3 		– Sell
-622
Closed -$30K – 498
2017
Q2 		$30K Buy
+622
New +$31.2K ﹤0.01% 467
2016
Q3 		– Sell
-220
Closed -$12K – 493
2016
Q2 		$12K Sell
220
-616,954
-100% -$31M ﹤0.01% 397
2016
Q1 		$31.9M Sell
617,174
-651,926
-51% -$31.8M 0.28% 121
2015
Q4 		$59.4M Buy
1,269,100
+13,575
+1% +$615K 0.52% 76
2015
Q3 		$56.1M Buy
1,255,525
+12,335
+1% +$541K 0.49% 79
2015
Q2 		$52.1M Sell
1,243,190
-29,700
-2% -$1.29M 0.39% 102
2015
Q1 		$56.4M Buy
1,272,890
+150,460
+13% +$7.15M 0.43% 98
2014
Q4 		$55.1M Sell
1,122,430
-13,600
-1% -$642K 0.43% 90
2014
Q3 		$49.6M Buy
1,136,030
+116,200
+11% +$5.1M 0.39% 96
2014
Q2 		$46.3M Buy
1,019,830
+148,100
+17% +$6.55M 0.34% 106
2014
Q1 		$38.3M Buy
871,730
+100
+0% +$4.19K 0.29% 115
2013
Q4 		$35.8M Buy
871,630
+147,280
+20% +$6.08M 0.28% 120
2013
Q3 		$29.8M Sell
724,350
-206,300
-22% -$8.89M 0.25% 129
2013
Q2 		$41.1M Buy
+930,650
New +$42.8M 0.36% 107

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

Westwood Holdings Group's SO Position: Q2 2026 in Review

Westwood Holdings Group increased its Southern Company (SO) stake by 28% in Q2 2026, buying an estimated $751K and bringing the position to 36,614 shares worth $3.5M. The position accounts for 0.03% of the portfolio, ranked #304.

Westwood Holdings Group first reported a position in SO in Q2 2013 and has held it in 28 quarters since. The position peaked at $79.9M in Q1 2025. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Westwood Holdings Group held 36,614 shares of Southern Company worth $3.5M as of Q2 2026.
  • Westwood Holdings Group bought 7,982 Southern Company shares in Q2 2026, an estimated $751K.
  • Southern Company made up 0.03% of Westwood Holdings Group's portfolio in Q2 2026, its #304 holding.
  • Westwood Holdings Group first reported a position in Southern Company in Q2 2013 and has held it in 28 quarters since.
  • Westwood Holdings Group's Southern Company position peaked at $79.9M in Q1 2025.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.