Cambria Investment Management’s Southern Company SO Stock Holding History

Cambria 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	$409K	Buy	4,235 +1,143	+37%	+$106K	0.02%	457
2025 Q4	$270K	Buy	+3,092	New	+$282K	0.02%	531
2019 Q4	–	Sell	-86,384	Closed	-$5.34M	–	230
2019 Q3	$5.34M	Sell	86,384 -1,237	-1%	-$71.7K	0.8%	42
2019 Q2	$4.84M	Sell	87,621 -2,688	-3%	-$144K	0.74%	53
2019 Q1	$4.67M	Buy	90,309 +571	+0.6%	+$28K	0.72%	52
2018 Q4	$3.94M	Sell	89,738 -6,347	-7%	-$289K	0.67%	58
2018 Q3	$4.19M	Buy	96,085 +3,620	+4%	+$167K	0.61%	75
2018 Q2	$4.37M	Sell	92,465 -10,299	-10%	-$461K	0.65%	57
2018 Q1	$4.59M	Sell	102,764 -14,883	-13%	-$661K	0.67%	59
2017 Q4	$5.66M	Buy	117,647 +4,408	+4%	+$225K	0.79%	67
2017 Q3	$5.57M	Buy	113,239 +74,535	+193%	+$3.61M	0.86%	49
2017 Q2	$1.85M	Buy	+38,704	New	+$1.94M	0.4%	89

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Cambria Investment Management increased its Southern Company (SO) stake by 37% in Q1 2026, buying an estimated $106K and bringing the position to 4,235 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #457.

Cambria Investment Management first reported a position in SO in Q2 2017 and has held it in 12 quarters since. The position peaked at $5.66M in Q4 2017. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Cambria Investment Management held 4,235 shares of Southern Company worth $409K as of Q1 2026.
Cambria Investment Management bought 1,143 Southern Company shares in Q1 2026, an estimated $106K.
Southern Company made up 0.02% of Cambria Investment Management's portfolio in Q1 2026, its #457 holding.
Cambria Investment Management first reported a position in Southern Company in Q2 2017 and has held it in 12 quarters since.
Cambria Investment Management's Southern Company position peaked at $5.66M in Q4 2017.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.