Estabrook Capital Management’s Southern Company SO Stock Holding History

Estabrook Capital 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 Q2	–	Sell	-22	Closed	-$2.12K	–	382
2026 Q1	$2.12K	Buy	+22	New	+$2.04K	﹤0.01%	340
2018 Q2	–	Sell	-1,200	Closed	-$53.6K	–	371
2018 Q1	$53.6K	Hold	1,200	–	–	0.01%	220
2017 Q4	$57.7K	Hold	1,200	–	–	0.01%	220
2017 Q3	$59K	Hold	1,200	–	–	0.01%	220
2017 Q2	$57.5K	Hold	1,200	–	–	0.01%	223
2017 Q1	$59.7K	Hold	1,200	–	–	0.01%	229
2016 Q4	$59K	Hold	1,200	–	–	0.01%	224
2016 Q3	$61.6K	Hold	1,200	–	–	0.01%	227
2016 Q2	$64.4K	Hold	1,200	–	–	0.01%	221
2016 Q1	$62.1K	Hold	1,200	–	–	0.01%	218
2015 Q4	$56.1K	Sell	1,200 -2,000	-63%	-$90.7K	0.01%	227
2015 Q3	$143K	Hold	3,200	–	–	0.02%	164
2015 Q2	$134K	Hold	3,200	–	–	0.02%	175
2015 Q1	$142K	Sell	3,200 -300	-9%	-$14.3K	0.02%	176
2014 Q4	$172K	Hold	3,500	–	–	0.02%	164
2014 Q3	$153K	Hold	3,500	–	–	0.02%	176
2014 Q2	$159K	Hold	3,500	–	–	0.02%	179
2014 Q1	$154K	Hold	3,500	–	–	0.02%	188
2013 Q4	$144K	Hold	3,500	–	–	0.01%	193
2013 Q3	$144K	Hold	3,500	–	–	0.02%	197
2013 Q2	$154K	Buy	+3,500	New	+$161K	0.02%	192

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Estabrook Capital Management's SO Position: Q2 2026 in Review

Estabrook Capital Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 22 shares — an estimated $2.12K sold.

Estabrook Capital Management first reported a position in SO in Q2 2013 and held it in 21 quarters. The position peaked at $172K in Q4 2014. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Estabrook Capital Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Estabrook Capital Management sold 22 Southern Company shares in Q2 2026, an estimated $2.12K.
Estabrook Capital Management first reported a position in Southern Company in Q2 2013 and held it in 21 quarters.
Estabrook Capital Management's Southern Company position peaked at $172K in Q4 2014.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Estabrook Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.