Barnett & Company’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 | $292K | Buy |
3,020
+37
| +1% | +$3.42K | 0.23% | 69 |
|
|
2025
Q4 | $260K | Hold |
2,983
| – | – | 0.21% | 74 |
|
|
2025
Q3 | $283K | Sell |
2,983
-75
| -2% | -$7K | 0.22% | 66 |
|
|
2025
Q2 | $281K | Hold |
3,058
| – | – | 0.22% | 67 |
|
|
2025
Q1 | $281K | Sell |
3,058
-1
| -0% | -$87 | 0.24% | 64 |
|
|
2024
Q4 | $252K | Hold |
3,059
| – | – | 0.16% | 70 |
|
|
2024
Q3 | $276K | Buy |
+3,059
| New | +$261K | 0.18% | 71 |
|
|
2023
Q1 | – | Sell |
-19,224
| Closed | -$1.37M | – | 89 |
|
|
2022
Q4 | $1.37M | Sell |
19,224
-586
| -3% | -$39.2K | 1.05% | 33 |
|
|
2022
Q3 | $1.35M | Sell |
19,810
-600
| -3% | -$45.5K | 1.19% | 26 |
|
|
2022
Q2 | $1.46M | Hold |
20,410
| – | – | 1.16% | 26 |
|
|
2022
Q1 | $1.48M | Buy |
20,410
+400
| +2% | +$27.1K | 1.05% | 30 |
|
|
2021
Q4 | $1.37M | Buy |
20,010
+1,285
| +7% | +$81.9K | 0.96% | 29 |
|
|
2021
Q3 | $1.16M | Buy |
18,725
+3,225
| +21% | +$208K | 0.87% | 33 |
|
|
2021
Q2 | $938K | Buy |
15,500
+15,100
| +3,775% | +$966K | 0.62% | 47 |
|
|
2021
Q1 | $25K | Buy |
400
+100
| +33% | +$5.99K | 0.01% | 199 |
|
|
2020
Q4 | $18K | Hold |
300
| – | – | 0.01% | 218 |
|
|
2020
Q3 | $16K | Buy |
300
+198
| +194% | +$10.6K | 0.01% | 223 |
|
|
2020
Q2 | $5K | Sell |
102
-398
| -80% | -$22.1K | ﹤0.01% | 244 |
|
|
2020
Q1 | $27K | Buy |
+500
| New | +$31.7K | 0.03% | 170 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$13K | – | 346 |
|
|
2018
Q3 | $13K | Buy |
+300
| New | +$13.8K | 0.01% | 287 |
|
|
2017
Q3 | – | Sell |
-2,725
| Closed | -$130K | – | 350 |
|
|
2017
Q2 | $130K | Buy |
2,725
+545
| +25% | +$27.3K | 0.06% | 155 |
|
|
2017
Q1 | $109K | Hold |
2,180
| – | – | 0.06% | 156 |
|
|
2016
Q4 | $107K | Sell |
2,180
-370
| -15% | -$18.2K | 0.06% | 176 |
|
|
2016
Q3 | $131K | Sell |
2,550
-200
| -7% | -$10.5K | 0.07% | 169 |
|
|
2016
Q2 | $147K | Sell |
2,750
-250
| -8% | -$12.6K | 0.08% | 157 |
|
|
2016
Q1 | $155K | Buy |
+3,000
| New | +$146K | 0.08% | 155 |
|
|
2014
Q2 | – | Sell |
-16,181
| Closed | -$711K | – | 195 |
|
|
2014
Q1 | $711K | Buy |
+16,181
| New | +$678K | 0.32% | 90 |
|
|
2013
Q4 | – | Sell |
-9,147
| Closed | -$377K | – | 192 |
|
|
2013
Q3 | $377K | Buy |
9,147
+900
| +11% | +$38.8K | 0.19% | 134 |
|
|
2013
Q2 | $364K | Buy |
+8,247
| New | +$379K | 0.2% | 127 |
|
Other funds holding SO
VCM
VPM
Barnett & Company's SO Position: Q1 2026 in Review
Barnett & Company increased its Southern Company (SO) stake by 1.2% in Q1 2026, buying an estimated $3.42K and bringing the position to 3,020 shares worth $292K. The position accounts for 0.23% of the portfolio, ranked #69.
Barnett & Company first reported a position in SO in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.48M in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Barnett & Company held 3,020 shares of Southern Company worth $292K as of Q1 2026.
- Barnett & Company bought 37 Southern Company shares in Q1 2026, an estimated $3.42K.
- Southern Company made up 0.23% of Barnett & Company's portfolio in Q1 2026, its #69 holding.
- Barnett & Company first reported a position in Southern Company in Q2 2013 and has held it in 29 quarters since.
- Barnett & Company's Southern Company position peaked at $1.48M in Q1 2022.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Barnett & Company's 13F filing for Q1 2026, filed 30 Apr 2026.