Bahl & Gaynor’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 | $1.82M | Buy |
18,876
+300
| +2% | +$27.8K | 0.01% | 211 |
|
|
2025
Q4 | $1.62M | Sell |
18,576
-592
| -3% | -$54K | 0.01% | 217 |
|
|
2025
Q3 | $1.82M | Sell |
19,168
-144
| -0.7% | -$13.4K | 0.01% | 209 |
|
|
2025
Q2 | $1.77M | Buy |
19,312
+561
| +3% | +$50.4K | 0.01% | 210 |
|
|
2025
Q1 | $1.72M | Buy |
18,751
+4,261
| +29% | +$369K | 0.01% | 213 |
|
|
2024
Q4 | $1.19M | Sell |
14,490
-135
| -0.9% | -$11.8K | 0.01% | 236 |
|
|
2024
Q3 | $1.32M | Buy |
14,625
+1,060
| +8% | +$90.5K | 0.01% | 240 |
|
|
2024
Q2 | $1.05M | Buy |
13,565
+17
| +0.1% | +$1.29K | 0.01% | 241 |
|
|
2024
Q1 | $972K | Buy |
13,548
+4,847
| +56% | +$335K | 0.01% | 250 |
|
|
2023
Q4 | $610K | Sell |
8,701
-3,268
| -27% | -$224K | ﹤0.01% | 270 |
|
|
2023
Q3 | $775K | Buy |
11,969
+133
| +1% | +$9.23K | ﹤0.01% | 250 |
|
|
2023
Q2 | $831K | Buy |
11,836
+331
| +3% | +$23.7K | 0.01% | 252 |
|
|
2023
Q1 | $801K | Sell |
11,505
-5,445
| -32% | -$367K | ﹤0.01% | 252 |
|
|
2022
Q4 | $1.21M | Buy |
16,950
+3,499
| +26% | +$234K | 0.01% | 231 |
|
|
2022
Q3 | $915K | Buy |
13,451
+1,213
| +10% | +$91.9K | 0.01% | 240 |
|
|
2022
Q2 | $873K | Sell |
12,238
-209
| -2% | -$15.3K | 0.01% | 253 |
|
|
2022
Q1 | $903K | Sell |
12,447
-1,199
| -9% | -$81.2K | 0.01% | 254 |
|
|
2021
Q4 | $936K | Sell |
13,646
-70
| -0.5% | -$4.46K | 0.01% | 255 |
|
|
2021
Q3 | $850K | Buy |
13,716
+70
| +0.5% | +$4.51K | 0.01% | 266 |
|
|
2021
Q2 | $826K | Sell |
13,646
-36
| -0.3% | -$2.3K | 0.01% | 272 |
|
|
2021
Q1 | $850K | Sell |
13,682
-1,000
| -7% | -$59.9K | 0.01% | 269 |
|
|
2020
Q4 | $902K | Sell |
14,682
-2,000
| -12% | -$120K | 0.01% | 266 |
|
|
2020
Q3 | $904K | Sell |
16,682
-800
| -5% | -$42.8K | 0.01% | 261 |
|
|
2020
Q2 | $906K | Sell |
17,482
-1,815
| -9% | -$101K | 0.01% | 265 |
|
|
2020
Q1 | $1.04M | Buy |
19,297
+383
| +2% | +$24.3K | 0.01% | 252 |
|
|
2019
Q4 | $1.21M | Sell |
18,914
-1,157
| -6% | -$71.7K | 0.01% | 270 |
|
|
2019
Q3 | $1.24M | Buy |
20,071
+1,507
| +8% | +$87.3K | 0.01% | 263 |
|
|
2019
Q2 | $1.03M | Sell |
18,564
-610
| -3% | -$32.7K | 0.01% | 272 |
|
|
2019
Q1 | $991K | Sell |
19,174
-4,270
| -18% | -$209K | 0.01% | 267 |
|
|
2018
Q4 | $1.03M | Sell |
23,444
-750
| -3% | -$34.1K | 0.01% | 250 |
|
|
2018
Q3 | $1.05M | Sell |
24,194
-485
| -2% | -$22.4K | 0.01% | 266 |
|
|
2018
Q2 | $1.14M | Sell |
24,679
-6,550
| -21% | -$293K | 0.01% | 261 |
|
|
2018
Q1 | $1.4M | Sell |
31,229
-5,150
| -14% | -$229K | 0.02% | 244 |
|
|
2017
Q4 | $1.75M | Sell |
36,379
-820
| -2% | -$41.8K | 0.02% | 228 |
|
|
2017
Q3 | $1.83M | Sell |
37,199
-200
| -0.5% | -$9.7K | 0.02% | 211 |
|
|
2017
Q2 | $1.79M | Sell |
37,399
-395
| -1% | -$19.8K | 0.02% | 201 |
|
|
2017
Q1 | $1.88M | Sell |
37,794
-13,055
| -26% | -$645K | 0.02% | 186 |
|
|
2016
Q4 | $2.5M | Sell |
50,849
-487
| -0.9% | -$23.9K | 0.03% | 157 |
|
|
2016
Q3 | $2.63M | Sell |
51,336
-32
| -0.1% | -$1.69K | 0.03% | 146 |
|
|
2016
Q2 | $2.75M | Buy |
51,368
+649
| +1% | +$32.6K | 0.04% | 143 |
|
|
2016
Q1 | $2.62M | Sell |
50,719
-400
| -0.8% | -$19.5K | 0.03% | 147 |
|
|
2015
Q4 | $2.39M | Sell |
51,119
-3,541
| -6% | -$161K | 0.03% | 155 |
|
|
2015
Q3 | $2.44M | Sell |
54,660
-12,389
| -18% | -$544K | 0.04% | 157 |
|
|
2015
Q2 | $2.81M | Sell |
67,049
-294
| -0.4% | -$12.8K | 0.04% | 151 |
|
|
2015
Q1 | $2.98M | Sell |
67,343
-1,970
| -3% | -$93.6K | 0.04% | 147 |
|
|
2014
Q4 | $3.4M | Buy |
69,313
+438
| +0.6% | +$20.7K | 0.05% | 138 |
|
|
2014
Q3 | $3.01M | Buy |
68,875
+762
| +1% | +$33.5K | 0.04% | 142 |
|
|
2014
Q2 | $3.09M | Sell |
68,113
-3,821
| -5% | -$169K | 0.05% | 143 |
|
|
2014
Q1 | $3.16M | Sell |
71,934
-11,096
| -13% | -$465K | 0.05% | 138 |
|
|
2013
Q4 | $3.41M | Sell |
83,030
-1,059,224
| -93% | -$43.7M | 0.06% | 133 |
|
|
2013
Q3 | $47M | Buy |
1,142,254
+57,036
| +5% | +$2.46M | 0.85% | 43 |
|
|
2013
Q2 | $47.9M | Buy |
+1,085,218
| New | +$49.9M | 0.91% | 39 |
|
Other funds holding SO
VCM
VPM
Bahl & Gaynor's SO Position: Q1 2026 in Review
Bahl & Gaynor increased its Southern Company (SO) stake by 1.6% in Q1 2026, buying an estimated $27.8K and bringing the position to 18,876 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #211.
Bahl & Gaynor first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.9M in Q2 2013. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Bahl & Gaynor held 18,876 shares of Southern Company worth $1.82M as of Q1 2026.
- Bahl & Gaynor bought 300 Southern Company shares in Q1 2026, an estimated $27.8K.
- Southern Company made up 0.01% of Bahl & Gaynor's portfolio in Q1 2026, its #211 holding.
- Bahl & Gaynor first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Bahl & Gaynor's Southern Company position peaked at $47.9M in Q2 2013.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Bahl & Gaynor's 13F filing for Q1 2026, filed 7 May 2026.