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Edgemoor Investment Advisors’s Southern Company SO Stock Holding History

Edgemoor Investment 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 		$7.32M Sell
75,874
-100
-0.1% -$9.25K 0.58% 44
2025
Q4 		$6.62M Sell
75,974
-72
-0.1% -$6.57K 0.51% 43
2025
Q3 		$7.21M Sell
76,046
-1,170
-2% -$109K 0.56% 40
2025
Q2 		$7.09M Sell
77,216
-9,208
-11% -$827K 0.61% 42
2025
Q1 		$7.95M Sell
86,424
-385
-0.4% -$33.3K 0.73% 39
2024
Q4 		$7.15M Sell
86,809
-2,954
-3% -$259K 0.63% 41
2024
Q3 		$8.09M Sell
89,763
-442
-0.5% -$37.8K 0.7% 38
2024
Q2 		$7M Sell
90,205
-1,710
-2% -$130K 0.65% 39
2024
Q1 		$6.59M Sell
91,915
-1,044
-1% -$72.1K 0.62% 41
2023
Q4 		$6.52M Sell
92,959
-6
-0% -$412 0.68% 36
2023
Q3 		$6.02M Sell
92,965
-864
-0.9% -$60K 0.71% 36
2023
Q2 		$6.59M Sell
93,829
-3,322
-3% -$238K 0.74% 38
2023
Q1 		$6.76M Buy
97,151
+576
+0.6% +$38.8K 0.82% 37
2022
Q4 		$6.9M Sell
96,575
-459
-0.5% -$30.7K 0.86% 37
2022
Q3 		$6.6M Buy
97,034
+195
+0.2% +$14.8K 0.88% 34
2022
Q2 		$6.91M Sell
96,839
-2,705
-3% -$199K 0.87% 35
2022
Q1 		$7.22M Buy
99,544
+66
+0.1% +$4.47K 0.76% 38
2021
Q4 		$6.82M Buy
99,478
+238
+0.2% +$15.2K 0.7% 43
2021
Q3 		$6.15M Sell
99,240
-18,793
-16% -$1.21M 0.7% 44
2021
Q2 		$7.14M Sell
118,033
-1,806
-2% -$115K 0.67% 46
2021
Q1 		$7.45M Buy
119,839
+382
+0.3% +$22.9K 0.75% 46
2020
Q4 		$7.34M Sell
119,457
-111
-0.1% -$6.67K 0.82% 41
2020
Q3 		$6.48M Sell
119,568
-850
-0.7% -$45.4K 0.8% 40
2020
Q2 		$6.24M Sell
120,418
-332
-0.3% -$18.5K 0.84% 39
2020
Q1 		$6.54M Sell
120,750
-1,457
-1% -$92.3K 1.07% 37
2019
Q4 		$7.79M Sell
122,207
-2,090
-2% -$130K 0.89% 46
2019
Q3 		$7.68M Buy
124,297
+291
+0.2% +$16.9K 0.95% 44
2019
Q2 		$6.86M Sell
124,006
-2,392
-2% -$128K 0.87% 43
2019
Q1 		$6.53M Sell
126,398
-942
-0.7% -$46.2K 0.86% 39
2018
Q4 		$5.59M Sell
127,340
-2,220
-2% -$101K 0.83% 40
2018
Q3 		$5.65M Sell
129,560
-906
-0.7% -$41.8K 0.7% 49
2018
Q2 		$6.04M Sell
130,466
-2,183
-2% -$97.7K 0.81% 45
2018
Q1 		$5.92M Sell
132,649
-3,630
-3% -$161K 0.79% 46
2017
Q4 		$6.09M Sell
136,279
-32
-0% -$1.63K 0.77% 46
2017
Q3 		$6.7M Sell
136,311
-6,725
-5% -$326K 0.91% 42
2017
Q2 		$6.85M Buy
143,036
+114
+0.1% +$5.71K 0.93% 42
2017
Q1 		$7.12M Sell
142,922
-1,919
-1% -$94.8K 1.01% 42
2016
Q4 		$7.13M Sell
144,841
-5,242
-3% -$258K 1.08% 36
2016
Q3 		$7.7M Sell
150,083
-1,026
-0.7% -$54K 1.18% 34
2016
Q2 		$8.1M Sell
151,109
-1,255
-0.8% -$63.1K 1.28% 28
2016
Q1 		$7.88M Sell
152,364
-4,190
-3% -$204K 1.23% 30
2015
Q4 		$7.33M Buy
156,554
+1,076
+0.7% +$48.8K 1.1% 36
2015
Q3 		$6.95M Buy
155,478
+2,037
+1% +$89.4K 1.06% 37
2015
Q2 		$6.43M Buy
153,441
+32,341
+27% +$1.41M 0.94% 39
2015
Q1 		$5.36M Sell
121,100
-185
-0.2% -$8.79K 0.76% 46
2014
Q4 		$5.96M Sell
121,285
-1,131
-0.9% -$53.4K 0.87% 43
2014
Q3 		$5.34M Buy
122,416
+37,225
+44% +$1.64M 0.78% 49
2014
Q2 		$3.87M Buy
+85,191
New +$3.77M 0.57% 59

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

Edgemoor Investment Advisors's SO Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its Southern Company (SO) stake by 0.13% in Q1 2026, selling an estimated $9.25K and leaving 75,874 shares worth $7.32M. The position accounts for 0.58% of the portfolio, ranked #44.

Edgemoor Investment Advisors first reported a position in SO in Q2 2014 and has held it in 48 quarters since. The position peaked at $8.1M in Q2 2016. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Edgemoor Investment Advisors held 75,874 shares of Southern Company worth $7.32M as of Q1 2026.
  • Edgemoor Investment Advisors sold 100 Southern Company shares in Q1 2026, an estimated $9.25K.
  • Southern Company made up 0.58% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #44 holding.
  • Edgemoor Investment Advisors first reported a position in Southern Company in Q2 2014 and has held it in 48 quarters since.
  • Edgemoor Investment Advisors's Southern Company position peaked at $8.1M in Q2 2016.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.