Cullinan Associates’s Southern Company SO Stock Holding History

Cullinan Associates’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	$9.97M	Sell	103,284 -26,493	-20%	-$2.45M	0.81%	33
2025 Q4	$11.3M	Sell	129,777 -124	-0.1%	-$11.3K	0.77%	32
2025 Q3	$12.3M	Buy	129,901 +4,749	+4%	+$443K	0.8%	34
2025 Q2	$11.5M	Buy	125,152 +9,543	+8%	+$857K	0.76%	34
2025 Q1	$10.6M	Buy	115,609 +38,795	+51%	+$3.36M	0.75%	35
2024 Q4	$6.32M	Sell	76,814 -54,885	-42%	-$4.82M	0.41%	55
2024 Q3	$12.2M	Buy	131,699 +33	+0%	+$2.82K	0.69%	37
2024 Q2	$10.2M	Sell	131,666 -63,088	-32%	-$4.78M	0.58%	45
2024 Q1	$14M	Buy	194,754 +53,392	+38%	+$3.69M	0.78%	34
2023 Q4	$9.91M	Buy	141,362 +65,135	+85%	+$4.47M	0.55%	40
2023 Q3	$4.93M	Buy	76,227 +50,897	+201%	+$3.53M	0.29%	79
2023 Q2	$1.78M	Buy	25,330 +7,605	+43%	+$545K	0.1%	129
2023 Q1	$1.23M	Buy	17,725 +250	+1%	+$16.8K	0.07%	144
2022 Q4	$1.25M	Sell	17,475 -45	-0.3%	-$3.01K	0.07%	146
2022 Q3	$1.19M	Sell	17,520 -2,100	-11%	-$159K	0.08%	135
2022 Q2	$1.4M	Sell	19,620 -6,200	-24%	-$455K	0.09%	127
2022 Q1	$1.87M	Buy	25,820 +300	+1%	+$20.3K	0.1%	121
2021 Q4	$1.75M	Buy	25,520 +1,700	+7%	+$108K	0.09%	127
2021 Q3	$1.48M	Buy	23,820 +2,800	+13%	+$180K	0.08%	130
2021 Q2	$1.27M	Sell	21,020 -1,000	-5%	-$64K	0.07%	132
2021 Q1	$1.37M	Buy	22,020 +100	+0.5%	+$5.99K	0.08%	125
2020 Q4	$1.35M	Buy	21,920 +2,175	+11%	+$131K	0.08%	122
2020 Q3	$1.07M	Buy	19,745 +2,000	+11%	+$107K	0.07%	123
2020 Q2	$920K	Buy	17,745 +2,180	+14%	+$121K	0.06%	123
2020 Q1	$843K	Buy	15,565 +8,845	+132%	+$560K	0.07%	118
2019 Q4	$428K	Buy	6,720 +2,200	+49%	+$136K	0.03%	145
2019 Q3	$279K	Sell	4,520 -14,100	-76%	-$817K	0.02%	166
2019 Q2	$1.03M	Sell	18,620 -15,580	-46%	-$834K	0.07%	130
2019 Q1	$1.77M	Sell	34,200 -350	-1%	-$17.2K	0.13%	115
2018 Q4	$1.52M	Sell	34,550 -14,250	-29%	-$648K	0.13%	114
2018 Q3	$2.13M	Sell	48,800 -4,300	-8%	-$198K	0.15%	112
2018 Q2	$2.46M	Sell	53,100 -2,700	-5%	-$121K	0.19%	107
2018 Q1	$2.49M	Buy	55,800 +11,400	+26%	+$506K	0.19%	105
2017 Q4	$2.13M	Sell	44,400 -23,800	-35%	-$1.21M	0.16%	111
2017 Q3	$3.35M	Sell	68,200 -801	-1%	-$38.8K	0.26%	101
2017 Q2	$3.3M	Sell	69,001 -800	-1%	-$40.1K	0.26%	93
2017 Q1	$3.48M	Buy	69,801 +400	+0.6%	+$19.8K	0.28%	93
2016 Q4	$3.41M	Sell	69,401 -99	-0.1%	-$4.86K	0.29%	92
2016 Q3	$3.56M	Sell	69,500 -4,550	-6%	-$240K	0.3%	88
2016 Q2	$3.97M	Sell	74,050 -1,250	-2%	-$62.9K	0.32%	81
2016 Q1	$3.9M	Buy	75,300 +16,250	+28%	+$792K	0.33%	81
2015 Q4	$2.76M	Buy	59,050 +28,900	+96%	+$1.31M	0.24%	92
2015 Q3	$1.35M	Buy	30,150 +7,150	+31%	+$314K	0.12%	127
2015 Q2	$964K	Buy	23,000 +3,400	+17%	+$148K	0.08%	143
2015 Q1	$868K	Buy	+19,600	New	+$931K	0.07%	155

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

Cullinan Associates's SO Position: Q1 2026 in Review

Cullinan Associates reduced its Southern Company (SO) stake by 20% in Q1 2026, selling an estimated $2.45M and leaving 103,284 shares worth $9.97M. The position accounts for 0.81% of the portfolio, ranked #33.

Cullinan Associates first reported a position in SO in Q1 2015 and has held it in 45 quarters since. The position peaked at $14M in Q1 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Cullinan Associates held 103,284 shares of Southern Company worth $9.97M as of Q1 2026.
Cullinan Associates sold 26,493 Southern Company shares in Q1 2026, an estimated $2.45M.
Southern Company made up 0.81% of Cullinan Associates's portfolio in Q1 2026, its #33 holding.
Cullinan Associates first reported a position in Southern Company in Q1 2015 and has held it in 45 quarters since.
Cullinan Associates's Southern Company position peaked at $14M in Q1 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.