AIM
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Anchor Investment Management’s Southern Company SO Stock Holding History

Anchor Investment Management’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 		$7.33M Buy
75,927
+475
+0.6% +$43.9K 0.61% 41
2025
Q4 		$6.58M Buy
75,452
+153
+0.2% +$14K 0.53% 46
2025
Q3 		$7.14M Sell
75,299
-385
-0.5% -$35.9K 0.59% 40
2025
Q2 		$6.95M Buy
75,684
+701
+0.9% +$63K 0.61% 40
2025
Q1 		$6.89M Sell
74,983
-1,338
-2% -$116K 0.64% 39
2024
Q4 		$6.28M Sell
76,321
-631
-0.8% -$55.4K 0.59% 41
2024
Q3 		$6.94M Buy
76,952
+347
+0.5% +$29.6K 0.65% 39
2024
Q2 		$5.94M Sell
76,605
-504
-0.7% -$38.2K 0.61% 42
2024
Q1 		$5.53M Buy
77,109
+1,497
+2% +$103K 0.58% 46
2023
Q4 		$5.3M Sell
75,612
-608
-0.8% -$41.8K 0.61% 43
2023
Q3 		$4.93M Sell
76,220
-59
-0.1% -$4.09K 0.64% 37
2023
Q2 		$5.36M Buy
76,279
+8,275
+12% +$593K 0.68% 38
2023
Q1 		$4.73M Sell
68,004
-1,983
-3% -$134K 0.64% 40
2022
Q4 		$5M Buy
69,987
+1,304
+2% +$87.2K 0.72% 34
2022
Q3 		$4.67M Sell
68,683
-3,155
-4% -$239K 0.72% 32
2022
Q2 		$5.12M Buy
71,838
+402
+0.6% +$29.5K 0.74% 37
2022
Q1 		$5.18M Buy
71,436
+8,252
+13% +$559K 0.65% 40
2021
Q4 		$4.33M Sell
63,184
-1,331
-2% -$84.9K 0.54% 51
2021
Q3 		$4M Buy
64,515
+1,694
+3% +$109K 0.56% 51
2021
Q2 		$3.8M Buy
62,821
+786
+1% +$50.3K 0.53% 54
2021
Q1 		$3.86M Buy
62,035
+9,903
+19% +$593K 0.59% 48
2020
Q4 		$3.2M Buy
52,132
+3,468
+7% +$208K 0.58% 55
2020
Q3 		$2.64M Buy
48,664
+1,310
+3% +$70K 0.54% 57
2020
Q2 		$2.46M Buy
47,354
+361
+0.8% +$20.1K 0.55% 54
2020
Q1 		$2.54M Sell
46,993
-891
-2% -$56.4K 0.66% 46
2019
Q4 		$3.05M Buy
47,884
+209
+0.4% +$13K 0.65% 42
2019
Q3 		$2.94M Buy
47,675
+411
+0.9% +$23.8K 0.68% 37
2019
Q2 		$2.61M Sell
47,264
-604
-1% -$32.3K 0.62% 43
2019
Q1 		$2.47M Sell
47,868
-487
-1% -$23.9K 0.62% 42
2018
Q4 		$2.12M Sell
48,355
-2,628
-5% -$119K 0.6% 47
2018
Q3 		$2.22M Sell
50,983
-982
-2% -$45.3K 0.51% 52
2018
Q2 		$2.41M Buy
51,965
+19
+0% +$850 0.59% 40
2018
Q1 		$2.32M Buy
51,946
+1,191
+2% +$52.9K 0.61% 40
2017
Q4 		$2.44M Buy
50,755
+389
+0.8% +$19.8K 0.65% 39
2017
Q3 		$2.47M Sell
50,366
-1,064
-2% -$51.6K 0.73% 36
2017
Q2 		$2.46M Sell
51,430
-386
-0.7% -$19.4K 0.82% 30
2017
Q1 		$2.58M Sell
51,816
-1,039
-2% -$51.3K 0.89% 25
2016
Q4 		$2.6M Sell
52,855
-640
-1% -$31.4K 0.97% 23
2016
Q3 		$2.74M Sell
53,495
-187
-0.3% -$9.85K 1.06% 19
2016
Q2 		$2.88M Buy
53,682
+14
+0% +$704 1.14% 14
2016
Q1 		$2.78M Buy
+53,668
New +$2.61M 1.14% 15

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Anchor Investment Management's SO Position: Q1 2026 in Review

Anchor Investment Management increased its Southern Company (SO) stake by 0.63% in Q1 2026, buying an estimated $43.9K and bringing the position to 75,927 shares worth $7.33M. The position accounts for 0.61% of the portfolio, ranked #41.

Anchor Investment Management first reported a position in SO in Q1 2016 and has held it in 41 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Anchor Investment Management held 75,927 shares of Southern Company worth $7.33M as of Q1 2026.
  • Anchor Investment Management bought 475 Southern Company shares in Q1 2026, an estimated $43.9K.
  • Southern Company made up 0.61% of Anchor Investment Management's portfolio in Q1 2026, its #41 holding.
  • Anchor Investment Management first reported a position in Southern Company in Q1 2016 and has held it in 41 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.