Chilton 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 | $34.8K | Sell |
361
-15
| -4% | -$1.39K | ﹤0.01% | 367 |
|
|
2025
Q4 | $32.8K | Buy |
376
+15
| +4% | +$1.37K | ﹤0.01% | 375 |
|
|
2025
Q3 | $34.2K | Buy |
361
+197
| +120% | +$18.4K | ﹤0.01% | 387 |
|
|
2025
Q2 | $15.1K | Buy |
+164
| New | +$14.7K | ﹤0.01% | 431 |
|
|
2024
Q4 | – | Sell |
-51
| Closed | -$4.6K | – | 666 |
|
|
2024
Q3 | $4.6K | Sell |
51
-210
| -80% | -$17.9K | ﹤0.01% | 533 |
|
|
2024
Q2 | $20.2K | Sell |
261
-77
| -23% | -$5.83K | ﹤0.01% | 448 |
|
|
2024
Q1 | $24.2K | Sell |
338
-55
| -14% | -$3.8K | ﹤0.01% | 411 |
|
|
2023
Q4 | $27.6K | Buy |
393
+41
| +12% | +$2.81K | ﹤0.01% | 406 |
|
|
2023
Q3 | $22.8K | Hold |
352
| – | – | ﹤0.01% | 384 |
|
|
2023
Q2 | $24.7K | Hold |
352
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $24.5K | Buy |
+352
| New | +$23.7K | ﹤0.01% | 396 |
|
|
2022
Q3 | – | Sell |
-352
| Closed | -$25K | – | 565 |
|
|
2022
Q2 | $25K | Buy |
+352
| New | +$25.8K | ﹤0.01% | 380 |
|
|
2022
Q1 | – | Sell |
-1,030
| Closed | -$71K | – | 556 |
|
|
2021
Q4 | $71K | Sell |
1,030
-10,000
| -91% | -$638K | ﹤0.01% | 307 |
|
|
2021
Q3 | $684K | Sell |
11,030
-491
| -4% | -$31.6K | 0.04% | 146 |
|
|
2021
Q2 | $697K | Buy |
+11,521
| New | +$737K | 0.04% | 145 |
|
|
2016
Q4 | – | Sell |
-8,500
| Closed | -$436K | – | 158 |
|
|
2016
Q3 | $436K | Sell |
8,500
-170
| -2% | -$8.95K | 0.04% | 131 |
|
|
2016
Q2 | $465K | Hold |
8,670
| – | – | 0.05% | 136 |
|
|
2016
Q1 | $448K | Buy |
8,670
+170
| +2% | +$8.28K | 0.04% | 128 |
|
|
2015
Q4 | $398K | Hold |
8,500
| – | – | 0.04% | 131 |
|
|
2015
Q3 | $380K | Hold |
8,500
| – | – | 0.04% | 129 |
|
|
2015
Q2 | $356K | Hold |
8,500
| – | – | 0.03% | 138 |
|
|
2015
Q1 | $376K | Sell |
8,500
-200
| -2% | -$9.5K | 0.04% | 140 |
|
|
2014
Q4 | $427K | Sell |
8,700
-300
| -3% | -$14.2K | 0.04% | 142 |
|
|
2014
Q3 | $393K | Buy |
9,000
+223
| +3% | +$9.8K | 0.04% | 136 |
|
|
2014
Q2 | $398K | Buy |
+8,777
| New | +$388K | 0.04% | 137 |
|
|
2014
Q1 | – | Sell |
-277
| Closed | -$11.4K | – | 268 |
|
|
2013
Q4 | $11.4K | Hold |
277
| – | – | ﹤0.01% | 323 |
|
|
2013
Q3 | $11.4K | Sell |
277
-45
| -14% | -$1.94K | ﹤0.01% | 322 |
|
|
2013
Q2 | $14K | Buy |
+322
| New | +$14.8K | ﹤0.01% | 318 |
|
Other funds holding SO
VCM
VPM
Chilton Capital Management's SO Position: Q1 2026 in Review
Chilton Capital Management reduced its Southern Company (SO) stake by 4% in Q1 2026, selling an estimated $1.39K and leaving 361 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #367.
Chilton Capital Management first reported a position in SO in Q2 2013 and has held it in 28 quarters since. The position peaked at $697K in Q2 2021. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Chilton Capital Management held 361 shares of Southern Company worth $34.8K as of Q1 2026.
- Chilton Capital Management sold 15 Southern Company shares in Q1 2026, an estimated $1.39K.
- Southern Company made up ﹤0.01% of Chilton Capital Management's portfolio in Q1 2026, its #367 holding.
- Chilton Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 28 quarters since.
- Chilton Capital Management's Southern Company position peaked at $697K in Q2 2021.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.