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Crawford Investment Counsel’s Southern Company SO Stock Holding History

Crawford Investment Counsel’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 		$25.3M Buy
262,376
+919
+0.4% +$85K 0.43% 68
2025
Q4 		$22.8M Buy
261,457
+202
+0.1% +$18.4K 0.38% 64
2025
Q3 		$24.8M Buy
261,255
+570
+0.2% +$53.2K 0.41% 65
2025
Q2 		$23.9M Buy
260,685
+3,073
+1% +$276K 0.42% 66
2025
Q1 		$23.7M Buy
257,612
+1,452
+0.6% +$126K 0.42% 62
2024
Q4 		$21.1M Sell
256,160
-5,452
-2% -$478K 0.38% 65
2024
Q3 		$23.6M Sell
261,612
-160,870
-38% -$13.7M 0.4% 63
2024
Q2 		$32.8M Sell
422,482
-16,817
-4% -$1.27M 0.62% 49
2024
Q1 		$31.5M Buy
439,299
+15,685
+4% +$1.08M 0.59% 47
2023
Q4 		$29.7M Buy
423,614
+584
+0.1% +$40.1K 0.6% 48
2023
Q3 		$27.4M Buy
423,030
+94,329
+29% +$6.55M 0.59% 49
2023
Q2 		$23.1M Buy
328,701
+14,714
+5% +$1.06M 0.47% 56
2023
Q1 		$21.8M Buy
313,987
+287,357
+1,079% +$19.3M 0.47% 57
2022
Q4 		$1.9M Sell
26,630
-911
-3% -$60.9K 0.04% 166
2022
Q3 		$1.87M Sell
27,541
-1,527
-5% -$116K 0.04% 163
2022
Q2 		$2.07M Buy
29,068
+4,097
+16% +$301K 0.05% 163
2022
Q1 		$1.81M Buy
24,971
+279
+1% +$18.9K 0.04% 184
2021
Q4 		$1.69M Sell
24,692
-1,243
-5% -$79.2K 0.03% 183
2021
Q3 		$1.61M Buy
25,935
+1,180
+5% +$76K 0.03% 177
2021
Q2 		$1.5M Sell
24,755
-1,010
-4% -$64.6K 0.03% 184
2021
Q1 		$1.6M Buy
25,765
+1,770
+7% +$106K 0.04% 174
2020
Q4 		$1.47M Buy
23,995
+2,333
+11% +$140K 0.04% 170
2020
Q3 		$1.18M Sell
21,662
-900
-4% -$48.1K 0.03% 170
2020
Q2 		$1.17M Sell
22,562
-709
-3% -$39.4K 0.03% 167
2020
Q1 		$1.26M Sell
23,271
-5,572
-19% -$353K 0.04% 159
2019
Q4 		$1.84M Buy
28,843
+5,711
+25% +$354K 0.05% 160
2019
Q3 		$1.43M Buy
23,132
+95
+0.4% +$5.51K 0.04% 165
2019
Q2 		$1.27M Sell
23,037
-1,560
-6% -$83.5K 0.04% 170
2019
Q1 		$1.27M Sell
24,597
-7,591
-24% -$372K 0.04% 166
2018
Q4 		$1.41M Sell
32,188
-46,923
-59% -$2.13M 0.05% 149
2018
Q3 		$3.45M Sell
79,111
-1,256,883
-94% -$57.9M 0.11% 105
2018
Q2 		$61.9M Buy
1,335,994
+20,233
+2% +$906K 1.97% 18
2018
Q1 		$58.8M Buy
1,315,761
+96,097
+8% +$4.27M 1.85% 19
2017
Q4 		$58.7M Buy
1,219,664
+17,141
+1% +$873K 1.82% 21
2017
Q3 		$59.1M Buy
1,202,523
+66,037
+6% +$3.2M 1.92% 19
2017
Q2 		$54.4M Buy
1,136,486
+41,175
+4% +$2.06M 1.87% 21
2017
Q1 		$54.5M Buy
1,095,311
+141,503
+15% +$6.99M 1.93% 18
2016
Q4 		$46.9M Buy
953,808
+122,062
+15% +$6M 1.7% 23
2016
Q3 		$42.7M Buy
831,746
+535,368
+181% +$28.2M 1.56% 27
2016
Q2 		$15.9M Sell
296,378
-115,719
-28% -$5.82M 0.63% 42
2016
Q1 		$21.3M Sell
412,097
-21,100
-5% -$1.03M 0.89% 38
2015
Q4 		$20.3M Buy
433,197
+164,143
+61% +$7.44M 0.89% 38
2015
Q3 		$12M Buy
269,054
+40,060
+17% +$1.76M 0.52% 39
2015
Q2 		$9.6M Buy
228,994
+20,375
+10% +$888K 0.36% 47
2015
Q1 		$9.24M Buy
208,619
+9,606
+5% +$456K 0.33% 47
2014
Q4 		$9.77M Buy
199,013
+3,995
+2% +$189K 0.34% 44
2014
Q3 		$8.51M Buy
195,018
+77,293
+66% +$3.4M 0.31% 45
2014
Q2 		$5.34M Buy
117,725
+16,684
+17% +$738K 0.19% 55
2014
Q1 		$4.44M Buy
101,041
+13,265
+15% +$556K 0.16% 56
2013
Q4 		$3.61M Sell
87,776
-6,675
-7% -$275K 0.13% 66
2013
Q3 		$3.89M Buy
94,451
+7,955
+9% +$343K 0.15% 60
2013
Q2 		$3.82M Buy
+86,496
New +$3.98M 0.16% 55

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

Crawford Investment Counsel's SO Position: Q1 2026 in Review

Crawford Investment Counsel increased its Southern Company (SO) stake by 0.35% in Q1 2026, buying an estimated $85K and bringing the position to 262,376 shares worth $25.3M. The position accounts for 0.43% of the portfolio, ranked #68.

Crawford Investment Counsel first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $61.9M in Q2 2018. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Crawford Investment Counsel held 262,376 shares of Southern Company worth $25.3M as of Q1 2026.
  • Crawford Investment Counsel bought 919 Southern Company shares in Q1 2026, an estimated $85K.
  • Southern Company made up 0.43% of Crawford Investment Counsel's portfolio in Q1 2026, its #68 holding.
  • Crawford Investment Counsel first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • Crawford Investment Counsel's Southern Company position peaked at $61.9M in Q2 2018.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Crawford Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.