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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Westwood Holdings Group's SO Position: Q1 2026 in Review

Westwood Holdings Group reduced its Southern Company (SO) stake by 91% in Q1 2026, selling an estimated $25.4M and leaving 28,632 shares worth $2.76M. The position accounts for 0.02% of the portfolio, ranked #309.

Westwood Holdings Group first reported a position in SO in Q2 2013 and has held it in 27 quarters since. The position peaked at $79.9M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Westwood Holdings Group held 28,632 shares of Southern Company worth $2.76M as of Q1 2026.
  • Westwood Holdings Group sold 274,354 Southern Company shares in Q1 2026, an estimated $25.4M.
  • Southern Company made up 0.02% of Westwood Holdings Group's portfolio in Q1 2026, its #309 holding.
  • Westwood Holdings Group first reported a position in Southern Company in Q2 2013 and has held it in 27 quarters since.
  • Westwood Holdings Group's Southern Company position peaked at $79.9M in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.