Jefferies Group's SO Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 74,123 shares of The Southern Company (SO) worth $6.46 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in SO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 302,651 shares. Largest reduction occurred in Q2 2025, reducing 300,232 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's The Southern Company (SO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Southern Company (SO) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +74,123 | New Buy | 74,123 | $87.20 |
| Q3 2025 | -12,963 | Sold Out | 0 | $0.00 |
| Q2 2025 | -300,232 | Reduce 95.86% | 12,963 | $91.83 |
| Q1 2025 | +302,651 | Add 2870.36% | 313,195 | $91.95 |
| Q4 2024 | -47,456 | Reduce 81.82% | 10,544 | $82.32 |
| Q3 2024 | +58,000 | New Buy | 58,000 | $90.18 |
| Q3 2023 | -9,445 | Sold Out | 0 | $0.00 |
| Q2 2023 | +5,603 | Add 145.84% | 9,445 | $70.25 |
| Q1 2023 | -294 | Reduce 7.11% | 3,842 | $69.58 |
| Q4 2022 | +4,136 | New Buy | 4,136 | $71.41 |
Jefferies Group's The Southern Company Investment FAQs
Jefferies Group first purchased The Southern Company (SO) in Q4 2022, acquiring 4,136 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held The Southern Company (SO) for 10 quarters since Q4 2022.
Jefferies Group's largest addition to The Southern Company (SO) was in Q1 2025, adding 313,195 shares worth $28.8 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 74,123 shares of The Southern Company (SO), valued at approximately $6.46 M.
As of the Q4 2025 filing, The Southern Company (SO) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in The Southern Company (SO) was 313,195 shares, as reported at the end of Q1 2025.