DLCIG
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D.L. Carlson Investment Group’s Southern Company SO Stock Holding History

D.L. Carlson Investment Group’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 		$2.38M Buy
24,656
+355
+1% +$32.8K 0.41% 65
2025
Q4 		$2.12M Buy
24,301
+451
+2% +$41.2K 0.36% 70
2025
Q3 		$2.26M Buy
23,850
+180
+0.8% +$16.8K 0.38% 69
2025
Q2 		$2.17M Buy
23,670
+916
+4% +$82.3K 0.4% 66
2025
Q1 		$2.09M Sell
22,754
-613
-3% -$53.1K 0.4% 72
2024
Q4 		$1.92M Sell
23,367
-50
-0.2% -$4.39K 0.34% 76
2024
Q3 		$2.11M Buy
23,417
+625
+3% +$53.4K 0.38% 76
2024
Q2 		$1.77M Buy
22,792
+8,194
+56% +$621K 0.34% 82
2024
Q1 		$1.05M Sell
14,598
-511
-3% -$35.3K 0.2% 94
2023
Q4 		$1.01M Sell
15,109
-12,950
-46% -$889K 0.21% 92
2023
Q3 		$1.82M Sell
28,059
-11,424
-29% -$793K 0.37% 70
2023
Q2 		$2.77M Buy
39,483
+1,295
+3% +$92.9K 0.53% 62
2023
Q1 		$2.66M Sell
38,188
-6,029
-14% -$406K 0.6% 59
2022
Q4 		$3.16M Sell
44,217
-2,906
-6% -$194K 0.68% 50
2022
Q3 		$3.2M Buy
47,123
+384
+0.8% +$29.1K 0.7% 53
2022
Q2 		$3.33M Buy
46,739
+1,379
+3% +$101K 0.7% 56
2022
Q1 		$3.29M Buy
45,360
+213
+0.5% +$14.4K 0.55% 62
2021
Q4 		$3.1M Buy
45,147
+170
+0.4% +$10.8K 0.49% 63
2021
Q3 		$2.79M Buy
44,977
+457
+1% +$29.4K 0.49% 65
2021
Q2 		$2.69M Buy
44,520
+547
+1% +$35K 0.47% 67
2021
Q1 		$2.73M Buy
+43,973
New +$2.63M 0.5% 67

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

D.L. Carlson Investment Group's SO Position: Q1 2026 in Review

D.L. Carlson Investment Group increased its Southern Company (SO) stake by 1.5% in Q1 2026, buying an estimated $32.8K and bringing the position to 24,656 shares worth $2.38M. The position accounts for 0.41% of the portfolio, ranked #65.

D.L. Carlson Investment Group first reported a position in SO in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.33M in Q2 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • D.L. Carlson Investment Group held 24,656 shares of Southern Company worth $2.38M as of Q1 2026.
  • D.L. Carlson Investment Group bought 355 Southern Company shares in Q1 2026, an estimated $32.8K.
  • Southern Company made up 0.41% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #65 holding.
  • D.L. Carlson Investment Group first reported a position in Southern Company in Q1 2021 and has held it in 21 quarters since.
  • D.L. Carlson Investment Group's Southern Company position peaked at $3.33M in Q2 2022.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.