CIM Investment 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 | $462K | Sell |
4,783
-21
| -0.4% | -$1.94K | 0.12% | 143 |
|
|
2025
Q4 | $419K | Hold |
4,804
| – | – | 0.11% | 147 |
|
|
2025
Q3 | $455K | Sell |
4,804
-46
| -0.9% | -$4.29K | 0.12% | 136 |
|
|
2025
Q2 | $445K | Sell |
4,850
-20
| -0.4% | -$1.8K | 0.08% | 186 |
|
|
2025
Q1 | $448K | Sell |
4,870
-4
| -0.1% | -$346 | 0.1% | 128 |
|
|
2024
Q4 | $401K | Sell |
4,874
-34
| -0.7% | -$2.98K | 0.12% | 144 |
|
|
2024
Q3 | $443K | Sell |
4,908
-155
| -3% | -$13.2K | 0.13% | 134 |
|
|
2024
Q2 | $393K | Sell |
5,063
-51
| -1% | -$3.87K | 0.12% | 149 |
|
|
2024
Q1 | $367K | Hold |
5,114
| – | – | 0.11% | 178 |
|
|
2023
Q4 | $359K | Hold |
5,114
| – | – | 0.12% | 174 |
|
|
2023
Q3 | $331K | Sell |
5,114
-110
| -2% | -$7.63K | 0.12% | 168 |
|
|
2023
Q2 | $367K | Buy |
5,224
+10
| +0.2% | +$717 | 0.12% | 155 |
|
|
2023
Q1 | $363K | Buy |
+5,214
| New | +$351K | 0.13% | 156 |
|
|
2021
Q2 | – | Sell |
-8,626
| Closed | -$536K | – | 326 |
|
|
2021
Q1 | $536K | Sell |
8,626
-332
| -4% | -$19.9K | 0.17% | 123 |
|
|
2020
Q4 | $550K | Sell |
8,958
-146
| -2% | -$8.78K | 0.18% | 110 |
|
|
2020
Q3 | $494K | Sell |
9,104
-99
| -1% | -$5.29K | 0.19% | 108 |
|
|
2020
Q2 | $477K | Hold |
9,203
| – | – | 0.19% | 109 |
|
|
2020
Q1 | $498K | Buy |
9,203
+332
| +4% | +$21K | 0.24% | 91 |
|
|
2019
Q4 | $565K | Hold |
8,871
| – | – | 0.22% | 105 |
|
|
2019
Q3 | $548K | Sell |
8,871
-988
| -10% | -$57.3K | 0.2% | 112 |
|
|
2019
Q2 | $545K | Buy |
9,859
+403
| +4% | +$21.6K | 0.2% | 118 |
|
|
2019
Q1 | $489K | Hold |
9,456
| – | – | 0.19% | 128 |
|
|
2018
Q4 | $415K | Sell |
9,456
-413
| -4% | -$18.8K | 0.18% | 136 |
|
|
2018
Q3 | $430K | Sell |
9,869
-4
| -0% | -$184 | 0.15% | 186 |
|
|
2018
Q2 | $457K | Sell |
9,873
-297
| -3% | -$13.3K | 0.16% | 183 |
|
|
2018
Q1 | $454K | Sell |
10,170
-268
| -3% | -$11.9K | 0.15% | 189 |
|
|
2017
Q4 | $502K | Sell |
10,438
-170
| -2% | -$8.66K | 0.17% | 169 |
|
|
2017
Q3 | $521K | Sell |
10,608
-594
| -5% | -$28.8K | 0.19% | 154 |
|
|
2017
Q2 | $536K | Sell |
11,202
-188
| -2% | -$9.43K | 0.19% | 146 |
|
|
2017
Q1 | $567K | Sell |
11,390
-1,139
| -9% | -$56.3K | 0.2% | 139 |
|
|
2016
Q4 | $616K | Buy |
12,529
+154
| +1% | +$7.57K | 0.22% | 120 |
|
|
2016
Q3 | $635K | Sell |
12,375
-1,020
| -8% | -$53.7K | 0.24% | 105 |
|
|
2016
Q2 | $718K | Sell |
13,395
-610
| -4% | -$30.7K | 0.3% | 92 |
|
|
2016
Q1 | $724K | Sell |
14,005
-1,749
| -11% | -$85.2K | 0.32% | 94 |
|
|
2015
Q4 | $737K | Hold |
15,754
| – | – | 0.34% | 104 |
|
|
2015
Q3 | $704K | Hold |
15,754
| – | – | 0.34% | 109 |
|
|
2015
Q2 | $660K | Hold |
15,754
| – | – | 0.29% | 122 |
|
|
2015
Q1 | $698K | Hold |
15,754
| – | – | 0.3% | 123 |
|
|
2014
Q4 | $774K | Hold |
15,754
| – | – | 0.35% | 107 |
|
|
2014
Q3 | $688K | Buy |
+15,754
| New | +$692K | 0.35% | 122 |
|
|
2013
Q3 | – | Sell |
-16,003
| Closed | -$706K | – | 138 |
|
|
2013
Q2 | $706K | Buy |
+16,003
| New | +$736K | 0.42% | 95 |
|
Other funds holding SO
CIM Investment Management's SO Position: Q1 2026 in Review
CIM Investment Management reduced its Southern Company (SO) stake by 0.44% in Q1 2026, selling an estimated $1.94K and leaving 4,783 shares worth $462K. The position accounts for 0.12% of the portfolio, ranked #143.
CIM Investment Management first reported a position in SO in Q2 2013 and has held it in 41 quarters since. The position peaked at $774K in Q4 2014. 2,360 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- CIM Investment Management held 4,783 shares of Southern Company worth $462K as of Q1 2026.
- CIM Investment Management sold 21 Southern Company shares in Q1 2026, an estimated $1.94K.
- Southern Company made up 0.12% of CIM Investment Management's portfolio in Q1 2026, its #143 holding.
- CIM Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 41 quarters since.
- CIM Investment Management's Southern Company position peaked at $774K in Q4 2014.
- 2,360 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.