Columbia Asset Management’s Southern Company SO Stock Holding History

Columbia Asset 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	$750K	Buy	7,769 +4	+0.1%	+$370	0.14%	97
2025 Q4	$677K	Sell	7,765 -3,682	-32%	-$336K	0.12%	103
2025 Q3	$1.08M	Buy	11,447 +4	+0%	+$373	0.2%	83
2025 Q2	$1.05M	Buy	11,443 +4	+0%	+$359	0.21%	82
2025 Q1	$1.05M	Sell	11,439 -446	-4%	-$38.6K	0.21%	84
2024 Q4	$978K	Sell	11,885 -546	-4%	-$47.9K	0.18%	91
2024 Q3	$1.12M	Buy	12,431 +4	+0%	+$342	0.2%	84
2024 Q2	$964K	Sell	12,427 -391	-3%	-$29.6K	0.18%	86
2024 Q1	$899K	Hold	12,818	–	–	0.18%	87
2023 Q4	$899K	Sell	12,818 -821	-6%	-$56.4K	0.18%	87
2023 Q3	$883K	Buy	13,639 +405	+3%	+$28.1K	0.2%	83
2023 Q2	$930K	Buy	13,234 +37	+0.3%	+$2.65K	0.2%	82
2023 Q1	$918K	Sell	13,197 -61	-0.5%	-$4.11K	0.21%	79
2022 Q4	$947K	Sell	13,258 -695	-5%	-$46.5K	0.23%	73
2022 Q3	$949K	Buy	13,953 +3	+0%	+$227	0.25%	70
2022 Q2	$995K	Buy	+13,950	New	+$1.02M	0.25%	71
2021 Q4	$970K	Sell	14,147 -745	-5%	-$47.5K	0.2%	79
2021 Q3	$923K	Sell	14,892 -746	-5%	-$48K	0.2%	85
2021 Q2	$946K	Sell	15,638 -2,543	-14%	-$163K	0.21%	82
2021 Q1	$1.13M	Sell	18,181 -1,046	-5%	-$62.6K	0.21%	80
2020 Q4	$1.18M	Sell	19,227 -765	-4%	-$46K	0.24%	74
2020 Q3	$1.08M	Sell	19,992 -9,442	-32%	-$505K	0.25%	71
2020 Q2	$1.53M	Sell	29,434 -4,095	-12%	-$228K	0.37%	61
2020 Q1	$1.81M	Buy	33,529 +1,872	+6%	+$119K	0.45%	51
2019 Q4	$20.2K	Buy	31,657 +755	+2%	+$46.8K	0.49%	54
2019 Q3	$1.91M	Buy	30,902 +300	+1%	+$17.4K	0.5%	51
2019 Q2	$1.69M	Sell	30,602 -721	-2%	-$38.6K	0.45%	57
2019 Q1	$1.62M	Buy	31,323 +933	+3%	+$45.7K	0.43%	53
2018 Q4	$1.33M	Buy	30,390 +2,458	+9%	+$112K	0.41%	56
2018 Q3	$1.22M	Sell	27,932 -325	-1%	-$15K	0.32%	73
2018 Q2	$1.31M	Sell	28,257 -751	-3%	-$33.6K	0.38%	67
2018 Q1	$1.29M	Sell	29,008 -775	-3%	-$34.4K	0.38%	69
2017 Q4	$1.43M	Buy	29,783 +1,175	+4%	+$59.9K	0.41%	61
2017 Q3	$1.41M	Buy	28,608 +4,870	+21%	+$236K	0.43%	56
2017 Q2	$1.14M	Buy	23,738 +1,033	+5%	+$51.8K	0.37%	65
2017 Q1	$1.13M	Buy	22,705 +1,501	+7%	+$74.2K	0.38%	64
2016 Q4	$1.04M	Sell	21,204 -1,923	-8%	-$94.5K	0.35%	65
2016 Q3	$1.19M	Sell	23,127 -5,805	-20%	-$306K	0.42%	58
2016 Q2	$1.55M	Sell	28,932 -1,058	-4%	-$53.2K	0.55%	52
2016 Q1	$1.55M	Buy	29,990 +1,435	+5%	+$69.9K	0.57%	50
2015 Q4	$1.34M	Buy	28,555 +1,500	+6%	+$68K	0.54%	54
2015 Q3	$1.21M	Sell	27,055 -1,300	-5%	-$57K	0.49%	57
2015 Q2	$1.19M	Sell	28,355 -255	-0.9%	-$11.1K	0.45%	66
2015 Q1	$1.27M	Sell	28,610 -7,095	-20%	-$337K	0.48%	61
2014 Q4	$1.75M	Sell	35,705 -615	-2%	-$29K	0.67%	41
2014 Q3	$1.58M	Buy	36,320 +1,075	+3%	+$47.2K	0.64%	45
2014 Q2	$1.6M	Buy	35,245 +1,170	+3%	+$51.7K	0.65%	48
2014 Q1	$1.5M	Buy	+34,075	New	+$1.43M	0.65%	49

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

Columbia Asset Management's SO Position: Q1 2026 in Review

Columbia Asset Management increased its Southern Company (SO) stake by 0.05% in Q1 2026, buying an estimated $370 and bringing the position to 7,769 shares worth $750K. The position accounts for 0.14% of the portfolio, ranked #97.

Columbia Asset Management first reported a position in SO in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.91M in Q3 2019. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Columbia Asset Management held 7,769 shares of Southern Company worth $750K as of Q1 2026.
Columbia Asset Management bought 4 Southern Company shares in Q1 2026, an estimated $370.
Southern Company made up 0.14% of Columbia Asset Management's portfolio in Q1 2026, its #97 holding.
Columbia Asset Management first reported a position in Southern Company in Q1 2014 and has held it in 48 quarters since.
Columbia Asset Management's Southern Company position peaked at $1.91M in Q3 2019.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.