First Manhattan’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 | – | Sell |
-2,660
| Closed | -$232K | – | 785 |
|
|
2025
Q4 | $232K | Buy |
2,660
+85
| +3% | +$7.76K | ﹤0.01% | 680 |
|
|
2025
Q3 | $244K | Sell |
2,575
-1
| -0% | -$93 | ﹤0.01% | 652 |
|
|
2025
Q2 | $237K | Sell |
2,576
-74
| -3% | -$6.65K | ﹤0.01% | 652 |
|
|
2025
Q1 | $244K | Buy |
2,650
+1
| +0% | +$87 | ﹤0.01% | 622 |
|
|
2024
Q4 | $218K | Buy |
2,649
+79
| +3% | +$6.93K | ﹤0.01% | 642 |
|
|
2024
Q3 | $232K | Sell |
2,570
-5,786
| -69% | -$494K | ﹤0.01% | 628 |
|
|
2024
Q2 | $648K | Buy |
8,356
+34
| +0.4% | +$2.58K | ﹤0.01% | 422 |
|
|
2024
Q1 | $599K | Buy |
8,322
+5,823
| +233% | +$402K | ﹤0.01% | 451 |
|
|
2023
Q4 | $176K | Buy |
2,499
+254
| +11% | +$17.4K | ﹤0.01% | 663 |
|
|
2023
Q3 | $145K | Buy |
2,245
+1
| +0% | +$69 | ﹤0.01% | 710 |
|
|
2023
Q2 | $158K | Sell |
2,244
-734
| -25% | -$52.6K | ﹤0.01% | 691 |
|
|
2023
Q1 | $207K | Buy |
2,978
+5
| +0.2% | +$337 | ﹤0.01% | 674 |
|
|
2022
Q4 | $212K | Buy |
2,973
+478
| +19% | +$32K | ﹤0.01% | 686 |
|
|
2022
Q3 | $169K | Buy |
2,495
+1
| +0% | +$76 | ﹤0.01% | 723 |
|
|
2022
Q2 | $177K | Sell |
2,494
-1,976
| -44% | -$145K | ﹤0.01% | 737 |
|
|
2022
Q1 | $324K | Hold |
4,470
| – | – | ﹤0.01% | 670 |
|
|
2021
Q4 | $306K | Hold |
4,470
| – | – | ﹤0.01% | 663 |
|
|
2021
Q3 | $277K | Buy |
4,470
+71
| +2% | +$4.57K | ﹤0.01% | 671 |
|
|
2021
Q2 | $266K | Sell |
4,399
-333
| -7% | -$21.3K | ﹤0.01% | 681 |
|
|
2021
Q1 | $294K | Buy |
4,732
+334
| +8% | +$20K | ﹤0.01% | 635 |
|
|
2020
Q4 | $270K | Buy |
4,398
+66
| +2% | +$3.97K | ﹤0.01% | 607 |
|
|
2020
Q3 | $234K | Buy |
4,332
+73
| +2% | +$3.9K | ﹤0.01% | 628 |
|
|
2020
Q2 | $220K | Buy |
4,259
+406
| +11% | +$22.6K | ﹤0.01% | 636 |
|
|
2020
Q1 | $208K | Buy |
3,853
+76
| +2% | +$4.82K | ﹤0.01% | 609 |
|
|
2019
Q4 | $240K | Sell |
3,777
-214
| -5% | -$13.3K | ﹤0.01% | 657 |
|
|
2019
Q3 | $246K | Sell |
3,991
-344
| -8% | -$19.9K | ﹤0.01% | 648 |
|
|
2019
Q2 | $239K | Sell |
4,335
-136
| -3% | -$7.28K | ﹤0.01% | 672 |
|
|
2019
Q1 | $231K | Sell |
4,471
-1,848
| -29% | -$90.6K | ﹤0.01% | 694 |
|
|
2018
Q4 | $277K | Sell |
6,319
-76
| -1% | -$3.46K | ﹤0.01% | 628 |
|
|
2018
Q3 | $278K | Sell |
6,395
-1
| -0% | -$46 | ﹤0.01% | 668 |
|
|
2018
Q2 | $296K | Sell |
6,396
-325
| -5% | -$14.5K | ﹤0.01% | 631 |
|
|
2018
Q1 | $300K | Buy |
6,721
+1
| +0% | +$44 | ﹤0.01% | 612 |
|
|
2017
Q4 | $323K | Buy |
6,720
+500
| +8% | +$25.5K | ﹤0.01% | 622 |
|
|
2017
Q3 | $305K | Hold |
6,220
| – | – | ﹤0.01% | 603 |
|
|
2017
Q2 | $297K | Sell |
6,220
-1
| -0% | -$50 | ﹤0.01% | 607 |
|
|
2017
Q1 | $309K | Hold |
6,221
| – | – | ﹤0.01% | 610 |
|
|
2016
Q4 | $306K | Sell |
6,221
-2,175
| -26% | -$107K | ﹤0.01% | 590 |
|
|
2016
Q3 | $430K | Buy |
8,396
+1
| +0% | +$53 | ﹤0.01% | 543 |
|
|
2016
Q2 | $450K | Hold |
8,395
| – | – | ﹤0.01% | 534 |
|
|
2016
Q1 | $434K | Sell |
8,395
-1,250
| -13% | -$60.9K | ﹤0.01% | 524 |
|
|
2015
Q4 | $451K | Buy |
9,645
+249
| +3% | +$11.3K | ﹤0.01% | 525 |
|
|
2015
Q3 | $420K | Sell |
9,396
-749
| -7% | -$32.9K | ﹤0.01% | 532 |
|
|
2015
Q2 | $425K | Buy |
10,145
+123
| +1% | +$5.36K | ﹤0.01% | 545 |
|
|
2015
Q1 | $443K | Sell |
10,022
-159
| -2% | -$7.55K | ﹤0.01% | 534 |
|
|
2014
Q4 | $499K | Buy |
10,181
+33
| +0.3% | +$1.56K | ﹤0.01% | 513 |
|
|
2014
Q3 | $442K | Buy |
10,148
+225
| +2% | +$9.88K | ﹤0.01% | 538 |
|
|
2014
Q2 | $450K | Sell |
9,923
-1,174
| -11% | -$51.9K | ﹤0.01% | 534 |
|
|
2014
Q1 | $487K | Sell |
11,097
-1,000
| -8% | -$41.9K | ﹤0.01% | 510 |
|
|
2013
Q4 | $497K | Buy |
12,097
+200
| +2% | +$8.25K | ﹤0.01% | 513 |
|
|
2013
Q3 | $489K | Sell |
11,897
-200
| -2% | -$8.62K | ﹤0.01% | 508 |
|
|
2013
Q2 | $549K | Buy |
+12,097
| New | +$556K | ﹤0.01% | 487 |
|
Other funds holding SO
First Manhattan's SO Position: Q1 2026 in Review
First Manhattan sold out of Southern Company (SO) in Q1 2026, closing a stake of 2,660 shares — an estimated $232K sold.
First Manhattan first reported a position in SO in Q2 2013 and held it in 51 quarters. The position peaked at $648K in Q2 2024. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- First Manhattan reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
- First Manhattan sold 2,660 Southern Company shares in Q1 2026, an estimated $232K.
- First Manhattan first reported a position in Southern Company in Q2 2013 and held it in 51 quarters.
- First Manhattan's Southern Company position peaked at $648K in Q2 2024.
- 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.