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Baldwin Investment Management’s Southern Company SO Stock Holding History

Baldwin 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 		$1.76M Buy
18,237
+1,200
+7% +$111K 0.21% 68
2025
Q4 		$1.49M Buy
17,037
+3,159
+23% +$288K 0.17% 73
2025
Q3 		$1.32M Buy
13,878
+550
+4% +$51.3K 0.15% 83
2025
Q2 		$1.22M Sell
13,328
-130
-1% -$11.7K 0.15% 90
2025
Q1 		$1.24M Buy
13,458
+931
+7% +$80.6K 0.15% 86
2024
Q4 		$1.03M Buy
12,527
+458
+4% +$40.2K 0.13% 99
2024
Q3 		$1.09M Sell
12,069
-401
-3% -$34.3K 0.14% 103
2024
Q2 		$967K Buy
12,470
+2,995
+32% +$227K 0.13% 108
2024
Q1 		$680K Buy
9,475
+675
+8% +$46.6K 0.09% 133
2023
Q4 		$617K Buy
8,800
+1,325
+18% +$91K 0.1% 123
2023
Q3 		$484K Sell
7,475
-300
-4% -$20.8K 0.08% 135
2023
Q2 		$546K Sell
7,775
-200
-3% -$14.3K 0.09% 133
2023
Q1 		$555K Buy
7,975
+1,700
+27% +$114K 0.1% 131
2022
Q4 		$448K Buy
6,275
+1,475
+31% +$98.6K 0.08% 142
2022
Q3 		$326 Sell
4,800
-350
-7% -$26.5K 0.07% 161
2022
Q2 		$367 Sell
5,150
-1,315
-20% -$96.6K 0.07% 168
2022
Q1 		$469 Hold
6,465
– – 0.07% 161
2021
Q4 		$443 Buy
6,465
+1,615
+33% +$103K 0.07% 175
2021
Q3 		$301K Buy
4,850
+650
+15% +$41.8K 0.05% 198
2021
Q2 		$254K Buy
+4,200
New +$269K 0.04% 220

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

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

Baldwin Investment Management increased its Southern Company (SO) stake by 7% in Q1 2026, buying an estimated $111K and bringing the position to 18,237 shares worth $1.76M. The position accounts for 0.21% of the portfolio, ranked #68.

Baldwin Investment Management first reported a position in SO in Q2 2021 and has held it in 20 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Baldwin Investment Management held 18,237 shares of Southern Company worth $1.76M as of Q1 2026.
  • Baldwin Investment Management bought 1,200 Southern Company shares in Q1 2026, an estimated $111K.
  • Southern Company made up 0.21% of Baldwin Investment Management's portfolio in Q1 2026, its #68 holding.
  • Baldwin Investment Management first reported a position in Southern Company in Q2 2021 and has held it in 20 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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