Duff & Phelps Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $104M | Sell |
1,073,294
-164,923
| -13% | -$15.3M | 1.08% | 34 |
|
|
2025
Q4 | $108M | Buy |
1,238,217
+86,731
| +8% | +$7.92M | 1.22% | 26 |
|
|
2025
Q3 | $109M | Sell |
1,151,486
-194,488
| -14% | -$18.2M | 1.24% | 28 |
|
|
2025
Q2 | $124M | Buy |
1,345,974
+45,088
| +3% | +$4.05M | 1.45% | 21 |
|
|
2025
Q1 | $120M | Sell |
1,300,886
-64,688
| -5% | -$5.6M | 1.4% | 26 |
|
|
2024
Q4 | $112M | Sell |
1,365,574
-235,144
| -15% | -$20.6M | 1.35% | 26 |
|
|
2024
Q3 | $144M | Sell |
1,600,718
-253,862
| -14% | -$21.7M | 1.66% | 14 |
|
|
2024
Q2 | $144M | Sell |
1,854,580
-18,165
| -1% | -$1.38M | 1.83% | 13 |
|
|
2024
Q1 | $134M | Buy |
1,872,745
+283,578
| +18% | +$19.6M | 1.61% | 14 |
|
|
2023
Q4 | $111M | Buy |
1,589,167
+77,194
| +5% | +$5.3M | 1.34% | 22 |
|
|
2023
Q3 | $97.9M | Sell |
1,511,973
-6,723
| -0.4% | -$467K | 1.29% | 25 |
|
|
2023
Q2 | $107M | Sell |
1,518,696
-71
| -0% | -$5.09K | 1.3% | 28 |
|
|
2023
Q1 | $106M | Buy |
1,518,767
+65,435
| +5% | +$4.41M | 1.28% | 28 |
|
|
2022
Q4 | $104M | Buy |
1,453,332
+5,840
| +0.4% | +$390K | 1.26% | 28 |
|
|
2022
Q3 | $98.4M | Buy |
1,447,492
+49,869
| +4% | +$3.78M | 1.24% | 29 |
|
|
2022
Q2 | $99.7M | Sell |
1,397,623
-64,923
| -4% | -$4.77M | 1.23% | 30 |
|
|
2022
Q1 | $106M | Sell |
1,462,546
-66,731
| -4% | -$4.52M | 1.23% | 31 |
|
|
2021
Q4 | $105M | Sell |
1,529,277
-165,626
| -10% | -$10.6M | 1.23% | 27 |
|
|
2021
Q3 | $105M | Sell |
1,694,903
-8,919
| -0.5% | -$574K | 1.37% | 24 |
|
|
2021
Q2 | $103M | Sell |
1,703,822
-26,028
| -2% | -$1.66M | 1.34% | 27 |
|
|
2021
Q1 | $108M | Buy |
1,729,850
+116,470
| +7% | +$6.97M | 1.47% | 20 |
|
|
2020
Q4 | $99.1M | Sell |
1,613,380
-243,450
| -13% | -$14.6M | 1.44% | 20 |
|
|
2020
Q3 | $101M | Buy |
1,856,830
+184,600
| +11% | +$9.87M | 1.56% | 18 |
|
|
2020
Q2 | $86.7M | Hold |
1,672,230
| – | – | 1.36% | 26 |
|
|
2020
Q1 | $90.5M | Buy |
1,672,230
+120
| +0% | +$7.6K | 1.58% | 22 |
|
|
2019
Q4 | $107M | Sell |
1,672,110
-237,350
| -12% | -$14.7M | 1.41% | 26 |
|
|
2019
Q3 | $118M | Hold |
1,909,460
| – | – | 1.6% | 14 |
|
|
2019
Q2 | $106M | Sell |
1,909,460
-93,680
| -5% | -$5.02M | 1.47% | 17 |
|
|
2019
Q1 | $104M | Hold |
2,003,140
| – | – | 1.56% | 16 |
|
|
2018
Q4 | $88M | Hold |
2,003,140
| – | – | 1.48% | 20 |
|
|
2018
Q3 | $87.3M | Sell |
2,003,140
-210
| -0% | -$9.68K | 1.32% | 24 |
|
|
2018
Q2 | $92.8M | Sell |
2,003,350
-120
| -0% | -$5.37K | 1.39% | 19 |
|
|
2018
Q1 | $89.5M | Sell |
2,003,470
-350
| -0% | -$15.5K | 1.4% | 19 |
|
|
2017
Q4 | $96.4M | Sell |
2,003,820
-260
| -0% | -$13.2K | 1.38% | 21 |
|
|
2017
Q3 | $98.5M | Sell |
2,004,080
-731,850
| -27% | -$35.5M | 1.38% | 19 |
|
|
2017
Q2 | $131M | Sell |
2,735,930
-700
| -0% | -$35.1K | 1.89% | 4 |
|
|
2017
Q1 | $136M | Sell |
2,736,630
-530
| -0% | -$26.2K | 1.93% | 3 |
|
|
2016
Q4 | $135M | Hold |
2,737,160
| – | – | 1.94% | 3 |
|
|
2016
Q3 | $140M | Buy |
2,737,160
+499,830
| +22% | +$26.3M | 1.97% | 4 |
|
|
2016
Q2 | $120M | Sell |
2,237,330
-310
| -0% | -$15.6K | 1.8% | 6 |
|
|
2016
Q1 | $116M | Sell |
2,237,640
-193,600
| -8% | -$9.43M | 1.84% | 9 |
|
|
2015
Q4 | $114M | Sell |
2,431,240
-740
| -0% | -$33.5K | 1.91% | 6 |
|
|
2015
Q3 | $109M | Sell |
2,431,980
-760
| -0% | -$33.3K | 1.76% | 7 |
|
|
2015
Q2 | $102M | Hold |
2,432,740
| – | – | 1.55% | 11 |
|
|
2015
Q1 | $108M | Sell |
2,432,740
-550
| -0% | -$26.1K | 1.5% | 15 |
|
|
2014
Q4 | $119M | Sell |
2,433,290
-1,030
| -0% | -$48.6K | 1.64% | 8 |
|
|
2014
Q3 | $106M | Sell |
2,434,320
-330
| -0% | -$14.5K | 1.51% | 7 |
|
|
2014
Q2 | $110M | Buy |
2,434,650
+230
| +0% | +$10.2K | 1.67% | 10 |
|
|
2014
Q1 | $107M | Buy |
2,434,420
+175,000
| +8% | +$7.33M | 1.78% | 5 |
|
|
2013
Q4 | $92.9M | Buy |
2,259,420
+750,670
| +50% | +$31M | 1.62% | 9 |
|
|
2013
Q3 | $62.1M | Buy |
1,508,750
+110
| +0% | +$4.74K | 1.07% | 38 |
|
|
2013
Q2 | $66.6M | Buy |
+1,508,640
| New | +$69.4M | 1.16% | 32 |
|
Other funds holding SO
VCM
VPM
Duff & Phelps Investment Management's SO Position: Q1 2026 in Review
Duff & Phelps Investment Management reduced its Southern Company (SO) stake by 13% in Q1 2026, selling an estimated $15.3M and leaving 1,073,294 shares worth $104M. The position accounts for 1.08% of the portfolio, ranked #34.
Duff & Phelps Investment Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $144M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Duff & Phelps Investment Management held 1,073,294 shares of Southern Company worth $104M as of Q1 2026.
- Duff & Phelps Investment Management sold 164,923 Southern Company shares in Q1 2026, an estimated $15.3M.
- Southern Company made up 1.08% of Duff & Phelps Investment Management's portfolio in Q1 2026, its #34 holding.
- Duff & Phelps Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Duff & Phelps Investment Management's Southern Company position peaked at $144M in Q3 2024.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Duff & Phelps Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.