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Azimuth Capital Investment Management’s Southern Company SO Stock Holding History

Azimuth Capital 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 		$10.3M Buy
107,218
+1,478
+1% +$137K 0.39% 93
2025
Q4 		$9.22M Buy
105,740
+1,654
+2% +$151K 0.33% 107
2025
Q3 		$9.86M Sell
104,086
-14
-0% -$1.31K 0.35% 94
2025
Q2 		$9.56M Buy
104,100
+1,562
+2% +$140K 0.36% 102
2025
Q1 		$9.43M Buy
102,538
+2,123
+2% +$184K 0.38% 94
2024
Q4 		$8.27M Buy
100,415
+1,545
+2% +$136K 0.32% 103
2024
Q3 		$8.92M Buy
98,870
+1,579
+2% +$135K 0.35% 99
2024
Q2 		$7.55M Buy
97,291
+2,412
+3% +$183K 0.31% 106
2024
Q1 		$6.81M Buy
94,879
+70,070
+282% +$4.84M 0.28% 123
2023
Q4 		$1.74M Sell
24,809
-851
-3% -$58.4K 0.08% 188
2023
Q3 		$1.66M Sell
25,660
-55
-0.2% -$3.82K 0.08% 193
2023
Q2 		$1.81M Sell
25,715
-525
-2% -$37.7K 0.09% 193
2023
Q1 		$1.83M Buy
26,240
+230
+0.9% +$15.5K 0.09% 195
2022
Q4 		$1.86M Buy
26,010
+130
+0.5% +$8.69K 0.09% 192
2022
Q3 		$1.76M Sell
25,880
-6,595
-20% -$500K 0.1% 190
2022
Q2 		$2.32M Buy
+32,475
New +$2.38M 0.12% 183

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

Azimuth Capital Investment Management's SO Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its Southern Company (SO) stake by 1.4% in Q1 2026, buying an estimated $137K and bringing the position to 107,218 shares worth $10.3M. The position accounts for 0.39% of the portfolio, ranked #93.

Azimuth Capital Investment Management first reported a position in SO in Q2 2022 and has held it in 16 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Azimuth Capital Investment Management held 107,218 shares of Southern Company worth $10.3M as of Q1 2026.
  • Azimuth Capital Investment Management bought 1,478 Southern Company shares in Q1 2026, an estimated $137K.
  • Southern Company made up 0.39% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #93 holding.
  • Azimuth Capital Investment Management first reported a position in Southern Company in Q2 2022 and has held it in 16 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.