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Chesley Taft & Associates’s Southern Company SO Stock Holding History

Chesley Taft & Associates’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
Q2 		$1.04M Buy
10,822
+48
+0.4% +$4.52K 0.04% 219
2026
Q1 		$1.04M Hold
10,774
– – 0.04% 213
2025
Q4 		$939K Buy
10,774
+211
+2% +$19.3K 0.04% 229
2025
Q3 		$1M Buy
10,563
+16
+0.2% +$1.49K 0.04% 207
2025
Q2 		$969K Hold
10,547
– – 0.04% 208
2025
Q1 		$970K Buy
10,547
+32
+0.3% +$2.77K 0.05% 203
2024
Q4 		$866K Hold
10,515
– – 0.04% 210
2024
Q3 		$948K Hold
10,515
– – 0.05% 197
2024
Q2 		$816K Hold
10,515
– – 0.04% 207
2024
Q1 		$754K Sell
10,515
-114
-1% -$7.87K 0.04% 211
2023
Q4 		$745K Sell
10,629
-173
-2% -$11.9K 0.04% 207
2023
Q3 		$699K Sell
10,802
-300
-3% -$20.8K 0.05% 201
2023
Q2 		$780K Buy
11,102
+250
+2% +$17.9K 0.05% 196
2023
Q1 		$755K Buy
10,852
+164
+2% +$11K 0.05% 196
2022
Q4 		$763K Hold
10,688
– – 0.05% 190
2022
Q3 		$727K Hold
10,688
– – 0.05% 184
2022
Q2 		$762K Buy
10,688
+36
+0.3% +$2.64K 0.05% 189
2022
Q1 		$805K Hold
10,652
– – 0.05% 197
2021
Q4 		$731K Hold
10,652
– – 0.04% 207
2021
Q3 		$660K Hold
10,652
– – 0.04% 210
2021
Q2 		$645K Hold
10,652
– – 0.04% 209
2021
Q1 		$667K Hold
10,652
– – 0.04% 202
2020
Q4 		$654K Hold
10,652
– – 0.04% 192
2020
Q3 		$578K Sell
10,652
-656
-6% -$35.1K 0.04% 192
2020
Q2 		$586K Buy
11,308
+481
+4% +$26.7K 0.04% 186
2020
Q1 		$586K Hold
10,827
– – 0.05% 178
2019
Q4 		$690K Hold
10,827
– – 0.05% 188
2019
Q3 		$669K Buy
10,827
+87
+0.8% +$5.04K 0.05% 189
2019
Q2 		$594K Hold
10,740
– – 0.05% 191
2019
Q1 		$555K Hold
10,740
– – 0.05% 201
2018
Q4 		$472K Hold
10,740
– – 0.05% 209
2018
Q3 		$468K Hold
10,740
– – 0.04% 224
2018
Q2 		$497K Hold
10,740
– – 0.04% 215
2018
Q1 		$480K Sell
10,740
-200
-2% -$8.88K 0.04% 216
2017
Q4 		$526K Hold
10,940
– – 0.04% 220
2017
Q3 		$538K Hold
10,940
– – 0.05% 215
2017
Q2 		$524K Hold
10,940
– – 0.05% 211
2017
Q1 		$545K Buy
10,940
+700
+7% +$34.6K 0.05% 216
2016
Q4 		$504K Hold
10,240
– – 0.05% 213
2016
Q3 		$525K Buy
10,240
+50
+0.5% +$2.63K 0.05% 199
2016
Q2 		$546K Buy
10,190
+175
+2% +$8.8K 0.06% 199
2016
Q1 		$518K Hold
10,015
– – 0.05% 191
2015
Q4 		$469K Hold
10,015
– – 0.05% 199
2015
Q3 		$448K Sell
10,015
-850
-8% -$37.3K 0.05% 181
2015
Q2 		$455K Sell
10,865
-13,533
-55% -$590K 0.05% 185
2015
Q1 		$1.08M Sell
24,398
-6,003
-20% -$285K 0.11% 134
2014
Q4 		$1.49M Buy
30,401
+225
+0.7% +$10.6K 0.15% 118
2014
Q3 		$1.32M Buy
30,176
+225
+0.8% +$9.88K 0.14% 124
2014
Q2 		$1.36M Buy
29,951
+250
+0.8% +$11.1K 0.14% 123
2014
Q1 		$1.3M Sell
29,701
-400
-1% -$16.8K 0.14% 128
2013
Q4 		$1.24M Buy
30,101
+450
+2% +$18.6K 0.12% 143
2013
Q3 		$1.22M Buy
29,651
+1,190
+4% +$51.3K 0.13% 146
2013
Q2 		$1.26M Buy
+28,461
New +$1.31M 0.15% 138

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Chesley Taft & Associates's SO Position: Q2 2026 in Review

Chesley Taft & Associates increased its Southern Company (SO) stake by 0.45% in Q2 2026, buying an estimated $4.52K and bringing the position to 10,822 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #219.

Chesley Taft & Associates first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.49M in Q4 2014. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Chesley Taft & Associates held 10,822 shares of Southern Company worth $1.04M as of Q2 2026.
  • Chesley Taft & Associates bought 48 Southern Company shares in Q2 2026, an estimated $4.52K.
  • Southern Company made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #219 holding.
  • Chesley Taft & Associates first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's Southern Company position peaked at $1.49M in Q4 2014.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.