Columbus Macro
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
Q3 		$1.95M Buy
23,528
+748
+3% +$68.2K 0.19% 132
2026
Q2 		$2.18M Buy
22,780
+168
+0.7% +$15.8K 0.21% 124
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 		$1.04M 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Columbus Macro's SO Position: Q3 2026 in Review

Columbus Macro increased its Southern Company (SO) stake by 3.3% in Q3 2026, buying an estimated $68.2K and bringing the position to 23,528 shares worth $1.95M. The position accounts for 0.19% of the portfolio, ranked #132.

Columbus Macro first reported a position in SO in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.39M in Q4 2017. 438 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Columbus Macro held 23,528 shares of Southern Company worth $1.95M as of Q3 2026.
  • Columbus Macro bought 748 Southern Company shares in Q3 2026, an estimated $68.2K.
  • Southern Company made up 0.19% of Columbus Macro's portfolio in Q3 2026, its #132 holding.
  • Columbus Macro first reported a position in Southern Company in Q4 2017 and has held it in 27 quarters since.
  • Columbus Macro's Southern Company position peaked at $4.39M in Q4 2017.
  • 438 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.