1832 Asset Management’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 | $54.6M | Sell |
565,262
-139,801
| -20% | -$12.9M | 0.05% | 221 |
|
|
2025
Q4 | $61.5M | Sell |
705,063
-58,262
| -8% | -$5.32M | 0.05% | 209 |
|
|
2025
Q3 | $72.3M | Buy |
763,325
+147,367
| +24% | +$13.8M | 0.06% | 165 |
|
|
2025
Q2 | $56.6M | Buy |
615,958
+50,271
| +9% | +$4.52M | 0.04% | 186 |
|
|
2025
Q1 | $52M | Sell |
565,687
-207,861
| -27% | -$18M | 0.05% | 195 |
|
|
2024
Q4 | $63.7M | Sell |
773,548
-114,563
| -13% | -$10.1M | 0.05% | 163 |
|
|
2024
Q3 | $80.1M | Buy |
888,111
+15,738
| +2% | +$1.34M | 0.06% | 161 |
|
|
2024
Q2 | $67.7M | Buy |
872,373
+841,435
| +2,720% | +$63.8M | 0.06% | 164 |
|
|
2024
Q1 | $2.22M | Buy |
30,938
+3,293
| +12% | +$227K | ﹤0.01% | 479 |
|
|
2023
Q4 | $1.94M | Buy |
27,645
+805
| +3% | +$55.3K | ﹤0.01% | 496 |
|
|
2023
Q3 | $1.74M | Sell |
26,840
-1,013
| -4% | -$70.3K | ﹤0.01% | 509 |
|
|
2023
Q2 | $1.96M | Sell |
27,853
-5,432
| -16% | -$390K | ﹤0.01% | 495 |
|
|
2023
Q1 | $2.32M | Sell |
33,285
-133
| -0.4% | -$8.96K | ﹤0.01% | 487 |
|
|
2022
Q4 | $2.39M | Sell |
33,418
-1,574
| -4% | -$105K | ﹤0.01% | 495 |
|
|
2022
Q3 | $2.38M | Buy |
34,992
+845
| +2% | +$64K | ﹤0.01% | 489 |
|
|
2022
Q2 | $2.44M | Sell |
34,147
-6,988
| -17% | -$513K | ﹤0.01% | 488 |
|
|
2022
Q1 | $2.94M | Buy |
41,135
+37,860
| +1,156% | +$2.56M | ﹤0.01% | 489 |
|
|
2021
Q4 | $177K | Sell |
3,275
-9,336
| -74% | -$595K | ﹤0.01% | 537 |
|
|
2021
Q3 | $750K | Buy |
12,611
+7,559
| +150% | +$487K | ﹤0.01% | 510 |
|
|
2021
Q2 | $267K | Hold |
5,052
| – | – | ﹤0.01% | 560 |
|
|
2021
Q1 | $270K | Sell |
5,052
-1,655
| -25% | -$99.1K | ﹤0.01% | 529 |
|
|
2020
Q4 | $365K | Sell |
6,707
-42,759
| -86% | -$2.57M | ﹤0.01% | 550 |
|
|
2020
Q3 | $2.63M | Sell |
49,466
-24,800
| -33% | -$1.33M | 0.01% | 394 |
|
|
2020
Q2 | $3.81M | Hold |
74,266
| – | – | 0.01% | 321 |
|
|
2020
Q1 | $4.28M | Buy |
74,266
+1,777
| +2% | +$113K | 0.02% | 312 |
|
|
2019
Q4 | $4.57M | Buy |
72,489
+68,061
| +1,537% | +$4.22M | 0.01% | 301 |
|
|
2019
Q3 | $224K | Buy |
4,428
+4,397
| +14,184% | +$255K | ﹤0.01% | 513 |
|
|
2019
Q2 | $2K | Buy |
+31
| New | +$1.66K | ﹤0.01% | 661 |
|
|
2019
Q1 | – | Sell |
-64
| Closed | -$3K | – | 702 |
|
|
2018
Q4 | $3K | Buy |
+64
| New | +$2.91K | ﹤0.01% | 605 |
|
|
2018
Q2 | – | Sell |
-375
| Closed | -$17K | – | 723 |
|
|
2018
Q1 | $17K | Buy |
375
+175
| +88% | +$7.77K | ﹤0.01% | 579 |
|
|
2017
Q4 | $10K | Sell |
200
-5,779
| -97% | -$294K | ﹤0.01% | 614 |
|
|
2017
Q3 | $285K | Buy |
+5,979
| New | +$290K | ﹤0.01% | 496 |
|
|
2015
Q1 | – | Sell |
-150
| Closed | -$7K | – | 669 |
|
|
2014
Q4 | $7K | Buy |
+150
| New | +$7.08K | ﹤0.01% | 567 |
|
Other funds holding SO
VCM
VPM
1832 Asset Management's SO Position: Q1 2026 in Review
1832 Asset Management reduced its Southern Company (SO) stake by 20% in Q1 2026, selling an estimated $12.9M and leaving 565,262 shares worth $54.6M. The position accounts for 0.05% of the portfolio, ranked #221.
1832 Asset Management first reported a position in SO in Q4 2014 and has held it in 33 quarters since. The position peaked at $80.1M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- 1832 Asset Management held 565,262 shares of Southern Company worth $54.6M as of Q1 2026.
- 1832 Asset Management sold 139,801 Southern Company shares in Q1 2026, an estimated $12.9M.
- Southern Company made up 0.05% of 1832 Asset Management's portfolio in Q1 2026, its #221 holding.
- 1832 Asset Management first reported a position in Southern Company in Q4 2014 and has held it in 33 quarters since.
- 1832 Asset Management's Southern Company position peaked at $80.1M in Q3 2024.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.