Essex Investment Management’s Southern Company SO Stock Holding History

Essex Investment Management’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	$228K	Sell	2,367 -24	-1%	-$2.22K	0.04%	196
2025 Q4	$208K	Hold	2,391	–	–	0.03%	202
2025 Q3	$227K	Hold	2,391	–	–	0.03%	198
2025 Q2	$220K	Hold	2,391	–	–	0.04%	190
2025 Q1	$220K	Sell	2,391 -9	-0.4%	-$779	0.05%	178
2024 Q4	$198K	Hold	2,400	–	–	0.04%	187
2024 Q3	$216K	Hold	2,400	–	–	0.04%	187
2024 Q2	$186K	Hold	2,400	–	–	0.03%	192
2024 Q1	$172K	Hold	2,400	–	–	0.03%	209
2023 Q4	$168K	Hold	2,400	–	–	0.03%	220
2023 Q3	$155K	Hold	2,400	–	–	0.03%	276
2023 Q2	$169K	Hold	2,400	–	–	0.02%	285
2023 Q1	$167K	Hold	2,400	–	–	0.02%	281
2022 Q4	$171K	Hold	2,400	–	–	0.03%	279
2022 Q3	$163K	Hold	2,400	–	–	0.03%	283
2022 Q2	$171K	Hold	2,400	–	–	0.03%	293
2022 Q1	$174K	Hold	2,400	–	–	0.02%	305
2021 Q4	$165K	Hold	2,400	–	–	0.02%	316
2021 Q3	$149K	Hold	2,400	–	–	0.02%	327
2021 Q2	$145K	Hold	2,400	–	–	0.02%	329
2021 Q1	$149K	Hold	2,400	–	–	0.02%	345
2020 Q4	$147K	Hold	2,400	–	–	0.02%	358
2020 Q3	$130K	Hold	2,400	–	–	0.02%	365
2020 Q2	$124K	Hold	2,400	–	–	0.02%	326
2020 Q1	$130K	Hold	2,400	–	–	0.03%	306
2019 Q4	$153K	Hold	2,400	–	–	0.02%	374
2019 Q3	$148K	Hold	2,400	–	–	0.02%	366
2019 Q2	$133K	Hold	2,400	–	–	0.02%	375
2019 Q1	$124K	Hold	2,400	–	–	0.02%	372
2018 Q4	$105K	Buy	+2,400	New	+$109K	0.02%	371

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Essex Investment Management's SO Position: Q1 2026 in Review

Essex Investment Management reduced its Southern Company (SO) stake by 1% in Q1 2026, selling an estimated $2.22K and leaving 2,367 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #196.

Essex Investment Management first reported a position in SO in Q4 2018 and has held it in 30 quarters since. 2,349 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Essex Investment Management held 2,367 shares of Southern Company worth $228K as of Q1 2026.
Essex Investment Management sold 24 Southern Company shares in Q1 2026, an estimated $2.22K.
Southern Company made up 0.04% of Essex Investment Management's portfolio in Q1 2026, its #196 holding.
Essex Investment Management first reported a position in Southern Company in Q4 2018 and has held it in 30 quarters since.
2,349 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.