Buckhead Capital Management’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 | $4.1M | Sell |
42,454
-582
| -1% | -$53.8K | 1.54% | 22 |
|
|
2025
Q4 | $3.75M | Buy |
43,036
+420
| +1% | +$38.3K | 1.35% | 29 |
|
|
2025
Q3 | $4.04M | Buy |
42,616
+422
| +1% | +$39.4K | 1.47% | 28 |
|
|
2025
Q2 | $3.87M | Sell |
42,194
-22,541
| -35% | -$2.02M | 1.5% | 27 |
|
|
2025
Q1 | $5.95M | Buy |
64,735
+1,361
| +2% | +$118K | 1.91% | 15 |
|
|
2024
Q4 | $5.22M | Sell |
63,374
-187
| -0.3% | -$16.4K | 1.67% | 23 |
|
|
2024
Q3 | $5.73M | Sell |
63,561
-552
| -0.9% | -$47.2K | 1.81% | 16 |
|
|
2024
Q2 | $4.97M | Buy |
64,113
+5,353
| +9% | +$406K | 1.68% | 20 |
|
|
2024
Q1 | $4.22M | Buy |
58,760
+1,270
| +2% | +$87.7K | 1.43% | 31 |
|
|
2023
Q4 | $4.03M | Buy |
57,490
+2,745
| +5% | +$189K | 1.49% | 25 |
|
|
2023
Q3 | $3.54M | Sell |
54,745
-66,027
| -55% | -$4.58M | 1.47% | 31 |
|
|
2023
Q2 | $8.48M | Sell |
120,772
-2,345
| -2% | -$168K | 2.02% | 13 |
|
|
2023
Q1 | $8.57M | Sell |
123,117
-227
| -0.2% | -$15.3K | 2.02% | 13 |
|
|
2022
Q4 | $8.81M | Sell |
123,344
-1,394
| -1% | -$93.2K | 2.13% | 12 |
|
|
2022
Q3 | $8.48M | Sell |
124,738
-49
| -0% | -$3.71K | 2.2% | 10 |
|
|
2022
Q2 | $8.9M | Sell |
124,787
-1,602
| -1% | -$118K | 2.2% | 11 |
|
|
2022
Q1 | $9.16M | Buy |
126,389
+5,619
| +5% | +$381K | 1.98% | 14 |
|
|
2021
Q4 | $8.28M | Sell |
120,770
-6,100
| -5% | -$389K | 1.75% | 17 |
|
|
2021
Q3 | $7.86M | Sell |
126,870
-2,235
| -2% | -$144K | 1.76% | 17 |
|
|
2021
Q2 | $7.81M | Buy |
129,105
+44
| +0% | +$2.81K | 1.73% | 20 |
|
|
2021
Q1 | $8.02M | Sell |
129,061
-1,078
| -0.8% | -$64.5K | 1.87% | 18 |
|
|
2020
Q4 | $7.99M | Buy |
130,139
+1,216
| +0.9% | +$73.1K | 1.99% | 16 |
|
|
2020
Q3 | $6.99M | Sell |
128,923
-241
| -0.2% | -$12.9K | 2% | 15 |
|
|
2020
Q2 | $6.7M | Buy |
129,164
+2,817
| +2% | +$157K | 2.05% | 17 |
|
|
2020
Q1 | $6.84M | Buy |
126,347
+9,196
| +8% | +$583K | 2.56% | 13 |
|
|
2019
Q4 | $7.46M | Sell |
117,151
-4,981
| -4% | -$309K | 2.11% | 17 |
|
|
2019
Q3 | $7.54M | Buy |
122,132
+2,555
| +2% | +$148K | 2.16% | 19 |
|
|
2019
Q2 | $6.61M | Buy |
119,577
+10,755
| +10% | +$576K | 1.99% | 21 |
|
|
2019
Q1 | $5.62M | Buy |
108,822
+745
| +0.7% | +$36.5K | 1.75% | 23 |
|
|
2018
Q4 | $4.75M | Buy |
108,077
+205
| +0.2% | +$9.32K | 1.66% | 25 |
|
|
2018
Q3 | $4.7M | Sell |
107,872
-125
| -0.1% | -$5.76K | 1.44% | 26 |
|
|
2018
Q2 | $5M | Buy |
107,997
+235
| +0.2% | +$10.5K | 1.65% | 26 |
|
|
2018
Q1 | $4.81M | Sell |
107,762
-7,355
| -6% | -$327K | 1.06% | 36 |
|
|
2017
Q4 | $5.54M | Sell |
115,117
-12,122
| -10% | -$618K | 1.18% | 33 |
|
|
2017
Q3 | $6.25M | Sell |
127,239
-39,450
| -24% | -$1.91M | 1.34% | 27 |
|
|
2017
Q2 | $7.98M | Sell |
166,689
-2,155
| -1% | -$108K | 1.45% | 20 |
|
|
2017
Q1 | $8.4M | Sell |
168,844
-314
| -0.2% | -$15.5K | 1.55% | 21 |
|
|
2016
Q4 | $8.32M | Buy |
169,158
+11,280
| +7% | +$554K | 1.58% | 16 |
|
|
2016
Q3 | $8.1M | Sell |
157,878
-13,355
| -8% | -$703K | 1.54% | 20 |
|
|
2016
Q2 | $9.18M | Buy |
171,233
+11,209
| +7% | +$564K | 1.67% | 11 |
|
|
2016
Q1 | $8.28M | Buy |
160,024
+70
| +0% | +$3.41K | 1.54% | 11 |
|
|
2015
Q4 | $7.48M | Buy |
159,954
+270
| +0.2% | +$12.2K | 1.38% | 15 |
|
|
2015
Q3 | $7.14M | Sell |
159,684
-1,920
| -1% | -$84.2K | 1.4% | 14 |
|
|
2015
Q2 | $6.77M | Buy |
161,604
+23,120
| +17% | +$1.01M | 1.24% | 26 |
|
|
2015
Q1 | $6.13M | Buy |
138,484
+29,140
| +27% | +$1.38M | 1.09% | 32 |
|
|
2014
Q4 | $5.37M | Sell |
109,344
-4,643
| -4% | -$219K | 0.95% | 39 |
|
|
2014
Q3 | $4.98M | Sell |
113,987
-20,472
| -15% | -$899K | 0.86% | 42 |
|
|
2014
Q2 | $6.1M | Sell |
134,459
-4,590
| -3% | -$203K | 0.86% | 42 |
|
|
2014
Q1 | $6.11M | Sell |
139,049
-3,155
| -2% | -$132K | 0.78% | 41 |
|
|
2013
Q4 | $5.85M | Buy |
142,204
+24,725
| +21% | +$1.02M | 0.76% | 47 |
|
|
2013
Q3 | $4.84M | Buy |
117,479
+1,440
| +1% | +$62K | 0.66% | 51 |
|
|
2013
Q2 | $5.12M | Buy |
+116,039
| New | +$5.34M | 0.65% | 57 |
|
Other funds holding SO
VCM
VPM
Buckhead Capital Management's SO Position: Q1 2026 in Review
Buckhead Capital Management reduced its Southern Company (SO) stake by 1.4% in Q1 2026, selling an estimated $53.8K and leaving 42,454 shares worth $4.1M. The position accounts for 1.54% of the portfolio, ranked #22.
Buckhead Capital Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.18M in Q2 2016. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Buckhead Capital Management held 42,454 shares of Southern Company worth $4.1M as of Q1 2026.
- Buckhead Capital Management sold 582 Southern Company shares in Q1 2026, an estimated $53.8K.
- Southern Company made up 1.54% of Buckhead Capital Management's portfolio in Q1 2026, its #22 holding.
- Buckhead Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Buckhead Capital Management's Southern Company position peaked at $9.18M in Q2 2016.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.