Edgestream 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 | $9.73M | Buy |
100,794
+95,462
| +1,790% | +$8.83M | 0.32% | 48 |
|
|
2025
Q4 | $465K | Sell |
5,332
-81,093
| -94% | -$7.4M | 0.01% | 821 |
|
|
2025
Q3 | $8.19M | Buy |
+86,425
| New | +$8.07M | 0.24% | 107 |
|
|
2025
Q1 | – | Sell |
-7,225
| Closed | -$595K | – | 1045 |
|
|
2024
Q4 | $595K | Sell |
7,225
-81,184
| -92% | -$7.12M | 0.03% | 656 |
|
|
2024
Q3 | $7.97M | Sell |
88,409
-43,536
| -33% | -$3.72M | 0.35% | 30 |
|
|
2024
Q2 | $10.2M | Buy |
131,945
+106,304
| +415% | +$8.06M | 0.49% | 9 |
|
|
2024
Q1 | $1.84M | Buy |
25,641
+525
| +2% | +$36.2K | 0.09% | 352 |
|
|
2023
Q4 | $1.76M | Buy |
25,116
+9,650
| +62% | +$663K | 0.13% | 273 |
|
|
2023
Q3 | $1M | Buy |
+15,466
| New | +$1.07M | 0.08% | 398 |
|
|
2023
Q2 | – | Sell |
-16,957
| Closed | -$1.18M | – | 900 |
|
|
2023
Q1 | $1.18M | Sell |
16,957
-29,085
| -63% | -$1.96M | 0.13% | 256 |
|
|
2022
Q4 | $3.29M | Buy |
46,042
+32,212
| +233% | +$2.15M | 0.37% | 72 |
|
|
2022
Q3 | $940K | Sell |
13,830
-75,735
| -85% | -$5.74M | 0.07% | 279 |
|
|
2022
Q2 | $6.39M | Buy |
89,565
+49,673
| +125% | +$3.65M | 0.5% | 44 |
|
|
2022
Q1 | $2.89M | Buy |
39,892
+29,644
| +289% | +$2.01M | 0.23% | 146 |
|
|
2021
Q4 | $703K | Buy |
+10,248
| New | +$653K | 0.04% | 359 |
|
|
2020
Q3 | – | Sell |
-49,185
| Closed | -$2.55M | – | 352 |
|
|
2020
Q2 | $2.55M | Buy |
49,185
+44,035
| +855% | +$2.45M | 0.13% | 174 |
|
|
2020
Q1 | $279K | Buy |
+5,150
| New | +$326K | 0.03% | 273 |
|
|
2019
Q3 | – | Sell |
-23,179
| Closed | -$1.28M | – | 306 |
|
|
2019
Q2 | $1.28M | Buy |
+23,179
| New | +$1.24M | 0.14% | 128 |
|
|
2018
Q4 | – | Sell |
-59,020
| Closed | -$2.57M | – | 288 |
|
|
2018
Q3 | $2.57M | Buy |
59,020
+11,483
| +24% | +$529K | 0.44% | 82 |
|
|
2018
Q2 | $2.2M | Sell |
47,537
-2,564
| -5% | -$115K | 0.45% | 82 |
|
|
2018
Q1 | $2.24M | Buy |
+50,101
| New | +$2.22M | 0.44% | 79 |
|
|
2017
Q2 | – | Sell |
-6,675
| Closed | -$332K | – | 149 |
|
|
2017
Q1 | $332K | Buy |
+6,675
| New | +$330K | 0.15% | 116 |
|
|
2016
Q4 | – | Sell |
-55,399
| Closed | -$2.84M | – | 130 |
|
|
2016
Q3 | $2.84M | Buy |
+55,399
| New | +$2.92M | 1.56% | 15 |
|
|
2016
Q1 | – | Sell |
-6,194
| Closed | -$290K | – | 83 |
|
|
2015
Q4 | $290K | Buy |
+6,194
| New | +$281K | 0.83% | 46 |
|
Other funds holding SO
VCM
VPM
Edgestream Partners's SO Position: Q1 2026 in Review
Edgestream Partners increased its Southern Company (SO) stake by 1,790% in Q1 2026, buying an estimated $8.83M and bringing the position to 100,794 shares worth $9.73M. The position accounts for 0.32% of the portfolio, ranked #48.
Edgestream Partners first reported a position in SO in Q4 2015 and has held it in 24 quarters since. The position peaked at $10.2M in Q2 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Edgestream Partners held 100,794 shares of Southern Company worth $9.73M as of Q1 2026.
- Edgestream Partners bought 95,462 Southern Company shares in Q1 2026, an estimated $8.83M.
- Southern Company made up 0.32% of Edgestream Partners's portfolio in Q1 2026, its #48 holding.
- Edgestream Partners first reported a position in Southern Company in Q4 2015 and has held it in 24 quarters since.
- Edgestream Partners's Southern Company position peaked at $10.2M in Q2 2024.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.