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Chelsea Counsel Company’s Southern Company SO Stock Holding History

Chelsea Counsel Company’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 		$267K Hold
2,764
– – 0.12% 91
2025
Q4 		$241K Hold
2,764
– – 0.1% 93
2025
Q3 		$262K Sell
2,764
-91
-3% -$8.49K 0.12% 94
2025
Q2 		$262K Hold
2,855
– – 0.13% 93
2025
Q1 		$263K Buy
2,855
+100
+4% +$8.66K 0.14% 90
2024
Q4 		$227K Hold
2,755
– – 0.12% 92
2024
Q3 		$248K Buy
2,755
+500
+22% +$42.7K 0.12% 93
2024
Q2 		$175K Hold
2,255
– – 0.09% 99
2024
Q1 		$162K Sell
2,255
-33
-1% -$2.28K 0.09% 93
2023
Q4 		$160K Buy
2,288
+133
+6% +$9.13K 0.09% 95
2023
Q3 		$139K Sell
2,155
-100
-4% -$6.94K 0.07% 109
2023
Q2 		$158K Hold
2,255
– – 0.08% 104
2023
Q1 		$157K Hold
2,255
– – 0.08% 104
2022
Q4 		$161K Buy
+2,255
New +$151K 0.08% 103
2016
Q4 		– Sell
-7,595
Closed -$390K – 87
2016
Q3 		$390K Hold
7,595
– – 0.2% 70
2016
Q2 		$407K Sell
7,595
-39,088
-84% -$1.97M 0.18% 73
2016
Q1 		$2.42M Hold
46,683
– – 0.78% 41
2015
Q4 		$2.18M Sell
46,683
-150
-0.3% -$6.8K 0.66% 45
2015
Q3 		$2.09M Hold
46,833
– – 0.5% 47
2015
Q2 		$1.96M Sell
46,833
-1,300
-3% -$56.6K 0.44% 48
2015
Q1 		$2.13M Buy
48,133
+50
+0.1% +$2.38K 0.46% 49
2014
Q4 		$2.36M Sell
48,083
-100
-0.2% -$4.72K 0.49% 47
2014
Q3 		$2.1M Hold
48,183
– – 0.42% 49
2014
Q2 		$2.19M Sell
48,183
-1,900
-4% -$84K 0.43% 50
2014
Q1 		$2.2M Buy
50,083
+39,018
+353% +$1.64M 0.45% 52
2013
Q4 		$455K Sell
11,065
-263,533
-96% -$10.9M 0.11% 69
2013
Q3 		$11.3M Buy
274,598
+22,084
+9% +$951K 2.34% 14
2013
Q2 		$11.1M Buy
+252,514
New +$11.6M 2.92% 9

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

Chelsea Counsel Company's SO Position: Q1 2026 in Review

Chelsea Counsel Company held its Southern Company (SO) position steady in Q1 2026 at 2,764 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #91.

Chelsea Counsel Company first reported a position in SO in Q2 2013 and has held it in 28 quarters since. The position peaked at $11.3M in Q3 2013. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Chelsea Counsel Company held 2,764 shares of Southern Company worth $267K as of Q1 2026.
  • Chelsea Counsel Company left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.12% of Chelsea Counsel Company's portfolio in Q1 2026, its #91 holding.
  • Chelsea Counsel Company first reported a position in Southern Company in Q2 2013 and has held it in 28 quarters since.
  • Chelsea Counsel Company's Southern Company position peaked at $11.3M in Q3 2013.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Chelsea Counsel Company's 13F filing for Q1 2026, filed 24 Apr 2026.