Anchor Capital Advisors’s Southern Company SO Stock Holding History

Anchor Capital Advisors’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	$277K	Sell	2,875 -125	-4%	-$11.6K	0.01%	226
2025 Q4	$262K	Hold	3,000	–	–	0.01%	236
2025 Q3	$284K	Hold	3,000	–	–	0.01%	229
2025 Q2	$275K	Hold	3,000	–	–	0.01%	223
2025 Q1	$276K	Hold	3,000	–	–	0.01%	225
2024 Q4	$247K	Sell	3,000 -100	-3%	-$8.77K	0.01%	232
2024 Q3	$280K	Sell	3,100 -200	-6%	-$17.1K	0.01%	224
2024 Q2	$256K	Hold	3,300	–	–	0.01%	233
2024 Q1	$237K	Sell	3,300 -100	-3%	-$6.9K	0.01%	233
2023 Q4	$238K	Hold	3,400	–	–	0.01%	230
2023 Q3	$220K	Hold	3,400	–	–	0.01%	257
2023 Q2	$239K	Hold	3,400	–	–	0.01%	254
2023 Q1	$237K	Hold	3,400	–	–	0.01%	255
2022 Q4	$243K	Hold	3,400	–	–	0.01%	252
2022 Q3	$231K	Hold	3,400	–	–	0.01%	253
2022 Q2	$242K	Hold	3,400	–	–	0.01%	257
2022 Q1	$247K	Hold	3,400	–	–	0.01%	262
2021 Q4	$233K	Hold	3,400	–	–	﹤0.01%	257
2021 Q3	$211K	Sell	3,400 -450	-12%	-$29K	﹤0.01%	255
2021 Q2	$233K	Sell	3,850 -1,100	-22%	-$70.3K	﹤0.01%	252
2021 Q1	$308K	Sell	4,950 -50	-1%	-$2.99K	0.01%	242
2020 Q4	$307K	Hold	5,000	–	–	0.01%	236
2020 Q3	$271K	Hold	5,000	–	–	0.01%	234
2020 Q2	$259K	Hold	5,000	–	–	0.01%	230
2020 Q1	$271K	Hold	5,000	–	–	0.01%	222
2019 Q4	$319K	Hold	5,000	–	–	0.01%	231
2019 Q3	$309K	Hold	5,000	–	–	0.01%	236
2019 Q2	$276K	Hold	5,000	–	–	0.01%	232
2019 Q1	$258	Hold	5,000	–	–	0.01%	233
2018 Q4	$220K	Sell	5,000 -50	-1%	-$2.27K	0.01%	253
2018 Q3	$220K	Hold	5,050	–	–	0.01%	261
2018 Q2	$234K	Buy	+5,050	New	+$226K	0.01%	267
2018 Q1	–	Sell	-4,750	Closed	-$228K	–	309
2017 Q4	$228K	Hold	4,750	–	–	0.01%	258
2017 Q3	$233K	Hold	4,750	–	–	0.01%	247
2017 Q2	$227K	Hold	4,750	–	–	0.01%	255
2017 Q1	$236K	Hold	4,750	–	–	0.01%	255
2016 Q4	$234K	Hold	4,750	–	–	0.01%	261
2016 Q3	$244K	Hold	4,750	–	–	0.01%	259
2016 Q2	$255K	Hold	4,750	–	–	0.01%	264
2016 Q1	$246K	Hold	4,750	–	–	0.01%	260
2015 Q4	$222K	Hold	4,750	–	–	0.01%	275
2015 Q3	$212K	Buy	+4,750	New	+$208K	0.01%	268
2015 Q2	–	Sell	-5,000	Closed	-$221K	–	294
2015 Q1	$221K	Hold	5,000	–	–	﹤0.01%	284
2014 Q4	$246K	Hold	5,000	–	–	0.01%	292
2014 Q3	$218K	Hold	5,000	–	–	﹤0.01%	310
2014 Q2	$227K	Hold	5,000	–	–	﹤0.01%	307
2014 Q1	$220K	Hold	5,000	–	–	﹤0.01%	301
2013 Q4	$206K	Sell	5,000 -1,350	-21%	-$55.7K	﹤0.01%	297
2013 Q3	$261K	Hold	6,350	–	–	0.01%	277
2013 Q2	$280K	Buy	+6,350	New	+$292K	0.01%	266

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

Anchor Capital Advisors's SO Position: Q1 2026 in Review

Anchor Capital Advisors reduced its Southern Company (SO) stake by 4.2% in Q1 2026, selling an estimated $11.6K and leaving 2,875 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #226.

Anchor Capital Advisors first reported a position in SO in Q2 2013 and has held it in 50 quarters since. The position peaked at $319K in Q4 2019. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Anchor Capital Advisors held 2,875 shares of Southern Company worth $277K as of Q1 2026.
Anchor Capital Advisors sold 125 Southern Company shares in Q1 2026, an estimated $11.6K.
Southern Company made up 0.01% of Anchor Capital Advisors's portfolio in Q1 2026, its #226 holding.
Anchor Capital Advisors first reported a position in Southern Company in Q2 2013 and has held it in 50 quarters since.
Anchor Capital Advisors's Southern Company position peaked at $319K in Q4 2019.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.