UBS · SO Holdings Trend

Southern Company · SEC 13F

UBS Holdings of SO by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q111.9M$640M
2024Q212.1M$826M+29.2%
2024Q310.3M$959M+16.1%
2024Q412.3M$1.0B+6.4%
2025Q111.4M$1.0B+2.7%
2025Q219.4M$1.2B+14.4%
2025Q312.3M$1.2B+0.1%
2025Q411.6M$1.1B-8.9%
2026Q114.5M$1.2B+13.3%

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Data source: SEC EDGAR Form 13F