Duncker Streett & Co’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 | $550K | Buy |
5,700
+385
| +7% | +$35.6K | 0.1% | 154 |
|
|
2025
Q4 | $463K | Hold |
5,315
| – | – | 0.08% | 164 |
|
|
2025
Q3 | $504K | Buy |
5,315
+700
| +15% | +$65.3K | 0.09% | 160 |
|
|
2025
Q2 | $424K | Hold |
4,615
| – | – | 0.08% | 171 |
|
|
2025
Q1 | $424K | Hold |
4,615
| – | – | 0.08% | 164 |
|
|
2024
Q4 | $380K | Hold |
4,615
| – | – | 0.07% | 180 |
|
|
2024
Q3 | $416K | Hold |
4,615
| – | – | 0.08% | 171 |
|
|
2024
Q2 | $358K | Hold |
4,615
| – | – | 0.07% | 188 |
|
|
2024
Q1 | $331K | Sell |
4,615
-200
| -4% | -$13.8K | 0.07% | 189 |
|
|
2023
Q4 | $338K | Hold |
4,815
| – | – | 0.07% | 185 |
|
|
2023
Q3 | $312K | Sell |
4,815
-252
| -5% | -$17.5K | 0.07% | 182 |
|
|
2023
Q2 | $356K | Sell |
5,067
-335
| -6% | -$24K | 0.08% | 168 |
|
|
2023
Q1 | $376K | Sell |
5,402
-248
| -4% | -$16.7K | 0.09% | 168 |
|
|
2022
Q4 | $403K | Hold |
5,650
| – | – | 0.1% | 161 |
|
|
2022
Q3 | $384K | Hold |
5,650
| – | – | 0.1% | 158 |
|
|
2022
Q2 | $403K | Sell |
5,650
-310
| -5% | -$22.8K | 0.1% | 167 |
|
|
2022
Q1 | $432K | Hold |
5,960
| – | – | 0.09% | 182 |
|
|
2021
Q4 | $409K | Hold |
5,960
| – | – | 0.07% | 193 |
|
|
2021
Q3 | $369K | Sell |
5,960
-1,317
| -18% | -$84.8K | 0.07% | 194 |
|
|
2021
Q2 | $440K | Buy |
7,277
+4
| +0.1% | +$256 | 0.08% | 185 |
|
|
2021
Q1 | $452K | Buy |
7,273
+3
| +0% | +$180 | 0.09% | 185 |
|
|
2020
Q4 | $447K | Sell |
7,270
-968
| -12% | -$58.2K | 0.09% | 181 |
|
|
2020
Q3 | $447K | Buy |
8,238
+11
| +0.1% | +$588 | 0.1% | 168 |
|
|
2020
Q2 | $427K | Sell |
8,227
-3,590
| -30% | -$200K | 0.1% | 165 |
|
|
2020
Q1 | $640K | Buy |
11,817
+9
| +0.1% | +$570 | 0.17% | 133 |
|
|
2019
Q4 | $753K | Buy |
11,808
+9
| +0.1% | +$558 | 0.16% | 144 |
|
|
2019
Q3 | $729K | Buy |
11,799
+25
| +0.2% | +$1.45K | 0.17% | 138 |
|
|
2019
Q2 | $651K | Buy |
11,774
+39
| +0.3% | +$2.09K | 0.15% | 154 |
|
|
2019
Q1 | $606K | Buy |
11,735
+41
| +0.4% | +$2.01K | 0.14% | 160 |
|
|
2018
Q4 | $513K | Sell |
11,694
-559
| -5% | -$25.4K | 0.14% | 159 |
|
|
2018
Q3 | $534K | Sell |
12,253
-207
| -2% | -$9.54K | 0.12% | 178 |
|
|
2018
Q2 | $577K | Sell |
12,460
-251
| -2% | -$11.2K | 0.14% | 164 |
|
|
2018
Q1 | $568K | Sell |
12,711
-467
| -4% | -$20.7K | 0.14% | 164 |
|
|
2017
Q4 | $634K | Sell |
13,178
-506
| -4% | -$25.8K | 0.16% | 154 |
|
|
2017
Q3 | $673K | Sell |
13,684
-583
| -4% | -$28.3K | 0.2% | 134 |
|
|
2017
Q2 | $683K | Sell |
14,267
-1,874
| -12% | -$94K | 0.21% | 127 |
|
|
2017
Q1 | $803K | Buy |
16,141
+1,182
| +8% | +$58.4K | 0.25% | 113 |
|
|
2016
Q4 | $736K | Buy |
14,959
+863
| +6% | +$42.4K | 0.24% | 114 |
|
|
2016
Q3 | $723K | Sell |
14,096
-545
| -4% | -$28.7K | 0.25% | 113 |
|
|
2016
Q2 | $785K | Buy |
14,641
+267
| +2% | +$13.4K | 0.28% | 104 |
|
|
2016
Q1 | $743K | Buy |
14,374
+1,970
| +16% | +$96K | 0.28% | 102 |
|
|
2015
Q4 | $581K | Buy |
12,404
+2,360
| +23% | +$107K | 0.22% | 125 |
|
|
2015
Q3 | $449K | Hold |
10,044
| – | – | 0.17% | 139 |
|
|
2015
Q2 | $421K | Buy |
10,044
+255
| +3% | +$11.1K | 0.15% | 165 |
|
|
2015
Q1 | $433K | Sell |
9,789
-100
| -1% | -$4.75K | 0.14% | 166 |
|
|
2014
Q4 | $486K | Sell |
9,889
-200
| -2% | -$9.45K | 0.16% | 156 |
|
|
2014
Q3 | $440K | Sell |
10,089
-1,015
| -9% | -$44.6K | 0.15% | 165 |
|
|
2014
Q2 | $504K | Sell |
11,104
-200
| -2% | -$8.84K | 0.16% | 162 |
|
|
2014
Q1 | $496K | Sell |
11,304
-350
| -3% | -$14.7K | 0.18% | 150 |
|
|
2013
Q4 | $479K | Buy |
11,654
+2,084
| +22% | +$86K | 0.17% | 148 |
|
|
2013
Q3 | $394K | Hold |
9,570
| – | – | 0.16% | 159 |
|
|
2013
Q2 | $423K | Buy |
+9,570
| New | +$440K | 0.16% | 158 |
|
Other funds holding SO
VCM
VPM
Duncker Streett & Co's SO Position: Q1 2026 in Review
Duncker Streett & Co increased its Southern Company (SO) stake by 7.2% in Q1 2026, buying an estimated $35.6K and bringing the position to 5,700 shares worth $550K. The position accounts for 0.1% of the portfolio, ranked #154.
Duncker Streett & Co first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $803K in Q1 2017. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Duncker Streett & Co held 5,700 shares of Southern Company worth $550K as of Q1 2026.
- Duncker Streett & Co bought 385 Southern Company shares in Q1 2026, an estimated $35.6K.
- Southern Company made up 0.1% of Duncker Streett & Co's portfolio in Q1 2026, its #154 holding.
- Duncker Streett & Co first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Duncker Streett & Co's Southern Company position peaked at $803K in Q1 2017.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.