EARNEST Partners’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 | $1.57M | Sell |
16,308
-195
| -1% | -$18K | 0.01% | 235 |
|
|
2025
Q4 | $1.44M | Sell |
16,503
-1,770
| -10% | -$162K | 0.01% | 242 |
|
|
2025
Q3 | $1.73M | Sell |
18,273
-263
| -1% | -$24.6K | 0.01% | 232 |
|
|
2025
Q2 | $1.7M | Buy |
18,536
+763
| +4% | +$68.5K | 0.01% | 236 |
|
|
2025
Q1 | $1.63M | Buy |
17,773
+11
| +0.1% | +$952 | 0.01% | 229 |
|
|
2024
Q4 | $1.46M | Sell |
17,762
-358
| -2% | -$31.4K | 0.01% | 233 |
|
|
2024
Q3 | $1.63M | Buy |
18,120
+4,237
| +31% | +$362K | 0.01% | 231 |
|
|
2024
Q2 | $1.08M | Sell |
13,883
-243
| -2% | -$18.4K | 0.01% | 243 |
|
|
2024
Q1 | $1.01M | Buy |
14,126
+380
| +3% | +$26.2K | ﹤0.01% | 244 |
|
|
2023
Q4 | $964K | Sell |
13,746
-333
| -2% | -$22.9K | ﹤0.01% | 245 |
|
|
2023
Q3 | $911K | Sell |
14,079
-6,142
| -30% | -$426K | 0.01% | 252 |
|
|
2023
Q2 | $1.42M | Sell |
20,221
-1,667
| -8% | -$120K | 0.01% | 234 |
|
|
2023
Q1 | $1.52M | Hold |
21,888
| – | – | 0.01% | 226 |
|
|
2022
Q4 | $1.56M | Buy |
21,888
+2,901
| +15% | +$194K | 0.01% | 228 |
|
|
2022
Q3 | $1.29M | Buy |
18,987
+435
| +2% | +$33K | 0.01% | 214 |
|
|
2022
Q2 | $1.32M | Sell |
18,552
-779
| -4% | -$57.2K | 0.01% | 217 |
|
|
2022
Q1 | $1.4M | Buy |
19,331
+6,430
| +50% | +$435K | 0.01% | 217 |
|
|
2021
Q4 | $885K | Sell |
12,901
-576
| -4% | -$36.7K | 0.01% | 226 |
|
|
2021
Q3 | $835K | Sell |
13,477
-1,318
| -9% | -$84.9K | 0.01% | 219 |
|
|
2021
Q2 | $895K | Sell |
14,795
-912
| -6% | -$58.3K | 0.01% | 217 |
|
|
2021
Q1 | $976K | Sell |
15,707
-3,061
| -16% | -$183K | 0.01% | 214 |
|
|
2020
Q4 | $1.15M | Sell |
18,768
-56,852
| -75% | -$3.42M | 0.01% | 202 |
|
|
2020
Q3 | $4.1M | Buy |
75,620
+4,758
| +7% | +$254K | 0.04% | 185 |
|
|
2020
Q2 | $3.67M | Sell |
70,862
-87,805
| -55% | -$4.88M | 0.03% | 184 |
|
|
2020
Q1 | $8.59M | Sell |
158,667
-20,115
| -11% | -$1.27M | 0.1% | 160 |
|
|
2019
Q4 | $11.4M | Sell |
178,782
-3,369
| -2% | -$209K | 0.09% | 167 |
|
|
2019
Q3 | $11.3M | Sell |
182,151
-9,758
| -5% | -$566K | 0.1% | 161 |
|
|
2019
Q2 | $10.6M | Sell |
191,909
-7,995
| -4% | -$428K | 0.1% | 164 |
|
|
2019
Q1 | $10.3M | Sell |
199,904
-140
| -0.1% | -$6.86K | 0.1% | 162 |
|
|
2018
Q4 | $8.79M | Sell |
200,044
-326
| -0.2% | -$14.8K | 0.1% | 163 |
|
|
2018
Q3 | $8.74M | Sell |
200,370
-2,915
| -1% | -$134K | 0.08% | 169 |
|
|
2018
Q2 | $9.41M | Sell |
203,285
-385
| -0.2% | -$17.2K | 0.09% | 162 |
|
|
2018
Q1 | $9.1M | Buy |
203,670
+6,880
| +3% | +$305K | 0.09% | 161 |
|
|
2017
Q4 | $9.46M | Sell |
196,790
-10,169
| -5% | -$518K | 0.09% | 156 |
|
|
2017
Q3 | $10.2M | Sell |
206,959
-13,245
| -6% | -$642K | 0.1% | 150 |
|
|
2017
Q2 | $10.5M | Buy |
220,204
+2,480
| +1% | +$124K | 0.11% | 145 |
|
|
2017
Q1 | $10.8M | Sell |
217,724
-6,944
| -3% | -$343K | 0.12% | 147 |
|
|
2016
Q4 | $11.1M | Sell |
224,668
-61,976
| -22% | -$3.04M | 0.12% | 151 |
|
|
2016
Q3 | $14.7M | Sell |
286,644
-8,239
| -3% | -$434K | 0.15% | 146 |
|
|
2016
Q2 | $15.8M | Sell |
294,883
-6,856
| -2% | -$345K | 0.17% | 141 |
|
|
2016
Q1 | $15.6M | Sell |
301,739
-55,678
| -16% | -$2.71M | 0.16% | 141 |
|
|
2015
Q4 | $16.7M | Sell |
357,417
-662
| -0.2% | -$30K | 0.17% | 140 |
|
|
2015
Q3 | $16M | Buy |
358,079
+9,568
| +3% | +$420K | 0.16% | 146 |
|
|
2015
Q2 | $14.6M | Sell |
348,511
-24,996
| -7% | -$1.09M | 0.13% | 154 |
|
|
2015
Q1 | $16.5M | Sell |
373,507
-1,932
| -0.5% | -$91.8K | 0.14% | 149 |
|
|
2014
Q4 | $18.4M | Sell |
375,439
-7,980
| -2% | -$377K | 0.15% | 148 |
|
|
2014
Q3 | $16.7M | Sell |
383,419
-21,688
| -5% | -$953K | 0.14% | 155 |
|
|
2014
Q2 | $18.4M | Sell |
405,107
-1,453
| -0.4% | -$64.2K | 0.15% | 149 |
|
|
2014
Q1 | $17.9M | Sell |
406,560
-6,797
| -2% | -$285K | 0.14% | 149 |
|
|
2013
Q4 | $17M | Buy |
+413,357
| New | +$17.1M | 0.14% | 152 |
|
Other funds holding SO
VCM
VPM
EARNEST Partners's SO Position: Q1 2026 in Review
EARNEST Partners reduced its Southern Company (SO) stake by 1.2% in Q1 2026, selling an estimated $18K and leaving 16,308 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #235.
EARNEST Partners first reported a position in SO in Q4 2013 and has held it in 50 quarters since. The position peaked at $18.4M in Q4 2014. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- EARNEST Partners held 16,308 shares of Southern Company worth $1.57M as of Q1 2026.
- EARNEST Partners sold 195 Southern Company shares in Q1 2026, an estimated $18K.
- Southern Company made up 0.01% of EARNEST Partners's portfolio in Q1 2026, its #235 holding.
- EARNEST Partners first reported a position in Southern Company in Q4 2013 and has held it in 50 quarters since.
- EARNEST Partners's Southern Company position peaked at $18.4M in Q4 2014.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on EARNEST Partners's 13F filing for Q1 2026, filed 15 May 2026.