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Douglass Winthrop Advisors’s Southern Company SO Stock Holding History

Douglass Winthrop Advisors’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 		$357K Hold
3,700
– – 0.01% 245
2025
Q4 		$323K Sell
3,700
-26
-0.7% -$2.37K 0.01% 264
2025
Q3 		$353K Buy
3,726
+1
+0% +$93 0.01% 243
2025
Q2 		$342K Hold
3,725
– – 0.01% 227
2025
Q1 		$343K Sell
3,725
-156
-4% -$13.5K 0.01% 229
2024
Q4 		$319K Hold
3,881
– – 0.01% 242
2024
Q3 		$350K Sell
3,881
-523
-12% -$44.7K 0.01% 228
2024
Q2 		$342K Buy
4,404
+204
+5% +$15.5K 0.01% 220
2024
Q1 		$301K Hold
4,200
– – 0.01% 236
2023
Q4 		$295K Hold
4,200
– – 0.01% 217
2023
Q3 		$272K Sell
4,200
-350
-8% -$24.3K 0.01% 208
2023
Q2 		$320K Hold
4,550
– – 0.01% 203
2023
Q1 		$317K Hold
4,550
– – 0.01% 201
2022
Q4 		$325K Hold
4,550
– – 0.01% 204
2022
Q3 		$309K Hold
4,550
– – 0.01% 202
2022
Q2 		$324K Sell
4,550
-50
-1% -$3.67K 0.01% 210
2022
Q1 		$334K Hold
4,600
– – 0.01% 224
2021
Q4 		$315K Hold
4,600
– – 0.01% 233
2021
Q3 		$285K Hold
4,600
– – 0.01% 239
2021
Q2 		$278K Hold
4,600
– – 0.01% 245
2021
Q1 		$286K Sell
4,600
-8,114
-64% -$486K 0.01% 237
2020
Q4 		$781K Buy
12,714
+5,000
+65% +$301K 0.02% 146
2020
Q3 		$418K Sell
7,714
-400
-5% -$21.4K 0.01% 195
2020
Q2 		$421K Buy
8,114
+1,164
+17% +$64.7K 0.02% 176
2020
Q1 		$376K Sell
6,950
-3,000
-30% -$190K 0.02% 178
2019
Q4 		$634K Buy
9,950
+3,950
+66% +$245K 0.02% 165
2019
Q3 		$371K Sell
6,000
-1,200
-17% -$69.6K 0.01% 207
2019
Q2 		$398K Sell
7,200
-800
-10% -$42.8K 0.02% 194
2019
Q1 		$413K Hold
8,000
– – 0.02% 177
2018
Q4 		$351K Sell
8,000
-400
-5% -$18.2K 0.02% 191
2018
Q3 		$366K Sell
8,400
-25,150
-75% -$1.16M 0.02% 201
2018
Q2 		$1.55M Sell
33,550
-5,300
-14% -$237K 0.07% 121
2018
Q1 		$1.74M Buy
38,850
+3,200
+9% +$142K 0.08% 112
2017
Q4 		$1.71M Sell
35,650
-375
-1% -$19.1K 0.09% 96
2017
Q3 		$1.77M Sell
36,025
-1,200
-3% -$58.2K 0.1% 93
2017
Q2 		$1.78M Buy
37,225
+2,800
+8% +$140K 0.11% 87
2017
Q1 		$1.71M Buy
34,425
+1,893
+6% +$93.5K 0.11% 90
2016
Q4 		$1.6M Sell
32,532
-56
-0.2% -$2.75K 0.11% 91
2016
Q3 		$1.67M Buy
32,588
+63
+0.2% +$3.32K 0.12% 87
2016
Q2 		$1.74M Sell
32,525
-951
-3% -$47.8K 0.12% 83
2016
Q1 		$1.73M Sell
33,476
-174
-0.5% -$8.48K 0.12% 87
2015
Q4 		$1.57M Buy
33,650
+500
+2% +$22.7K 0.12% 99
2015
Q3 		$1.48M Buy
33,150
+6,300
+23% +$276K 0.12% 97
2015
Q2 		$1.19M Hold
26,850
– – 0.09% 110
2015
Q1 		$1.19M Buy
+26,850
New +$1.28M 0.09% 110
2014
Q1 		– Sell
-11,000
Closed -$452K – 200
2013
Q4 		$452K Buy
11,000
+5,000
+83% +$206K 0.05% 118
2013
Q3 		$247K Hold
6,000
– – 0.03% 153
2013
Q2 		$265K Buy
+6,000
New +$276K 0.03% 149

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

Douglass Winthrop Advisors's SO Position: Q1 2026 in Review

Douglass Winthrop Advisors held its Southern Company (SO) position steady in Q1 2026 at 3,700 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #245.

Douglass Winthrop Advisors first reported a position in SO in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.78M in Q2 2017. 2,343 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Douglass Winthrop Advisors held 3,700 shares of Southern Company worth $357K as of Q1 2026.
  • Douglass Winthrop Advisors left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.01% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #245 holding.
  • Douglass Winthrop Advisors first reported a position in Southern Company in Q2 2013 and has held it in 48 quarters since.
  • Douglass Winthrop Advisors's Southern Company position peaked at $1.78M in Q2 2017.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.