CM
SO icon

Columbus Macro’s Southern Company SO Stock Holding History

Columbus Macro’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 		$2.18M Buy
22,612
+382
+2% +$35.3K 0.23% 118
2025
Q4 		$1.94M Sell
22,230
-137
-0.6% -$12.5K 0.21% 120
2025
Q3 		$2.12M Buy
22,367
+134
+0.6% +$12.5K 0.24% 117
2025
Q2 		$2.04M Buy
22,233
+123
+0.6% +$11K 0.25% 115
2025
Q1 		$2.03M Buy
22,110
+1
+0% +$87 0.27% 115
2024
Q4 		$1.82M Buy
22,109
+10,090
+84% +$885K 0.25% 121
2024
Q3 		$1.08M Sell
12,019
-540
-4% -$46.1K 0.39% 91
2024
Q2 		$975K Sell
12,559
-472
-4% -$35.8K 0.38% 90
2024
Q1 		$935K Sell
13,031
-673
-5% -$46.5K 0.35% 99
2023
Q4 		$965K Sell
13,704
-239
-2% -$16.4K 0.38% 92
2023
Q3 		$902K Sell
13,943
-696
-5% -$48.3K 0.38% 88
2023
Q2 		$1.02M Sell
14,639
-2,087
-12% -$150K 0.41% 76
2023
Q1 		$1.18M Buy
16,726
+170
+1% +$11.4K 0.44% 73
2022
Q4 		$1.18M Buy
16,556
+3,060
+23% +$205K 0.45% 75
2022
Q3 		$918K Sell
13,496
-297
-2% -$22.5K 0.38% 85
2022
Q2 		$984K Sell
13,793
-477
-3% -$35K 0.37% 85
2022
Q1 		$1.03M Buy
14,270
+823
+6% +$55.7K 0.35% 84
2021
Q4 		$922K Sell
13,447
-878
-6% -$56K 0.31% 96
2021
Q3 		$888K Sell
14,325
-338
-2% -$21.8K 0.29% 93
2021
Q2 		$887K Sell
14,663
-222
-1% -$14.2K 0.28% 98
2021
Q1 		$925K Sell
14,885
-2,488
-14% -$149K 0.29% 93
2020
Q4 		$1.07M Sell
17,373
-1,144
-6% -$68.8K 0.33% 88
2020
Q3 		$1M Buy
+18,517
New +$990K 0.31% 86
2018
Q2 		– Sell
-95,965
Closed -$4.29M – 129
2018
Q1 		$4.29M Buy
95,965
+4,699
+5% +$209K 1.11% 35
2017
Q4 		$4.39M Buy
+91,266
New +$4.65M 1.37% 37

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

Columbus Macro's SO Position: Q1 2026 in Review

Columbus Macro increased its Southern Company (SO) stake by 1.7% in Q1 2026, buying an estimated $35.3K and bringing the position to 22,612 shares worth $2.18M. The position accounts for 0.23% of the portfolio, ranked #118.

Columbus Macro first reported a position in SO in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.39M in Q4 2017. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Columbus Macro held 22,612 shares of Southern Company worth $2.18M as of Q1 2026.
  • Columbus Macro bought 382 Southern Company shares in Q1 2026, an estimated $35.3K.
  • Southern Company made up 0.23% of Columbus Macro's portfolio in Q1 2026, its #118 holding.
  • Columbus Macro first reported a position in Southern Company in Q4 2017 and has held it in 25 quarters since.
  • Columbus Macro's Southern Company position peaked at $4.39M in Q4 2017.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.