Alpine Woods Capital Investors’s Southern Company SO Stock Holding History

Alpine Woods Capital Investors’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	$6.7M	Buy	69,437 +13,633	+24%	+$1.26M	1.61%	14
2025 Q4	$4.87M	Sell	55,804 -4,276	-7%	-$390K	1.16%	22
2025 Q3	$5.69M	Sell	60,080 -965	-2%	-$90.1K	1.32%	20
2025 Q2	$5.61M	Sell	61,045 -1,579	-3%	-$142K	1.33%	24
2025 Q1	$5.76M	Buy	62,624 +13,437	+27%	+$1.16M	1.44%	19
2024 Q4	$4.05M	Buy	49,187 +7,928	+19%	+$696K	0.77%	43
2024 Q3	$3.64M	Sell	41,259 -3,191	-7%	-$273K	0.64%	48
2024 Q2	$3.45M	Buy	44,450 +2,649	+6%	+$201K	0.53%	61
2024 Q1	$3.07M	Sell	41,801 -12,319	-23%	-$850K	0.61%	53
2023 Q4	$3.79M	Buy	+54,120	New	+$3.72M	0.57%	55
2020 Q2	–	Sell	-3,700	Closed	-$200K	–	270
2020 Q1	$200K	Hold	3,700	–	–	0.04%	236
2019 Q4	$236K	Hold	3,700	–	–	0.04%	238
2019 Q3	$229K	Hold	3,700	–	–	0.04%	235
2019 Q2	$205K	Sell	3,700 -400	-10%	-$21.4K	0.04%	257
2019 Q1	$212K	Sell	4,100 -700	-15%	-$34.3K	0.05%	237
2018 Q4	$211K	Sell	4,800 -1,500	-24%	-$68.2K	0.05%	243
2018 Q3	$275K	Hold	6,300	–	–	0.06%	204
2018 Q2	$292K	Sell	6,300 -100	-2%	-$4.48K	0.06%	185
2018 Q1	$286K	Hold	6,400	–	–	0.02%	344
2017 Q4	$308K	Hold	6,400	–	–	0.02%	362
2017 Q3	$314K	Hold	6,400	–	–	0.02%	363
2017 Q2	$306K	Sell	6,400 -300	-4%	-$15K	0.02%	366
2017 Q1	$334K	Sell	6,700 -200	-3%	-$9.88K	0.02%	360
2016 Q4	$339K	Sell	6,900 -300	-4%	-$14.7K	0.02%	357
2016 Q3	$369K	Hold	7,200	–	–	0.02%	343
2016 Q2	$386K	Hold	7,200	–	–	0.02%	326
2016 Q1	$372K	Hold	7,200	–	–	0.02%	330
2015 Q4	$337K	Hold	7,200	–	–	0.02%	361
2015 Q3	$322K	Hold	7,200	–	–	0.02%	392
2015 Q2	$302K	Hold	7,200	–	–	0.02%	389
2015 Q1	$319K	Sell	7,200 -700	-9%	-$33.3K	0.02%	378
2014 Q4	$388K	Sell	7,900 -600	-7%	-$28.3K	0.02%	348
2014 Q3	$371K	Sell	8,500 -200	-2%	-$8.79K	0.02%	365
2014 Q2	$395	Hold	8,700	–	–	0.01%	352
2014 Q1	$382K	Hold	8,700	–	–	0.02%	346
2013 Q4	$358K	Sell	8,700 -1,500	-15%	-$61.9K	0.02%	312
2013 Q3	$420K	Sell	10,200 -500	-5%	-$21.5K	0.03%	285
2013 Q2	$472K	Buy	+10,700	New	+$492K	0.03%	260

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alpine Woods Capital Investors's SO Position: Q1 2026 in Review

Alpine Woods Capital Investors increased its Southern Company (SO) stake by 24% in Q1 2026, buying an estimated $1.26M and bringing the position to 69,437 shares worth $6.7M. The position accounts for 1.61% of the portfolio, ranked #14.

Alpine Woods Capital Investors first reported a position in SO in Q2 2013 and has held it in 38 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Alpine Woods Capital Investors held 69,437 shares of Southern Company worth $6.7M as of Q1 2026.
Alpine Woods Capital Investors bought 13,633 Southern Company shares in Q1 2026, an estimated $1.26M.
Southern Company made up 1.61% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #14 holding.
Alpine Woods Capital Investors first reported a position in Southern Company in Q2 2013 and has held it in 38 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.