Godshalk Welsh Capital Management’s Southern Company SO Stock Holding History

Godshalk Welsh 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 Q1	$241K	Hold	2,500	–	–	0.14%	120
2025 Q4	$218K	Hold	2,500	–	–	0.12%	125
2025 Q3	$237K	Hold	2,500	–	–	0.14%	120
2025 Q2	$230K	Hold	2,500	–	–	0.14%	124
2025 Q1	$230K	Hold	2,500	–	–	0.15%	112
2024 Q4	$206K	Hold	2,500	–	–	0.13%	119
2024 Q3	$225K	Buy	+2,500	New	+$214K	0.14%	116
2022 Q4	–	Sell	-4,035	Closed	-$274K	–	121
2022 Q3	$274K	Hold	4,035	–	–	0.2%	98
2022 Q2	$288K	Hold	4,035	–	–	0.21%	98
2022 Q1	$293K	Buy	4,035 +115	+3%	+$7.79K	0.18%	105
2021 Q4	$269K	Hold	3,920	–	–	0.15%	108
2021 Q3	$243K	Hold	3,920	–	–	0.15%	110
2021 Q2	$247K	Buy	3,920 +470	+14%	+$30.1K	0.15%	110
2021 Q1	$214K	Hold	3,450	–	–	0.15%	113
2020 Q4	$212K	Buy	+3,450	New	+$207K	0.16%	111
2016 Q4	–	Sell	-3,900	Closed	-$200K	–	136
2016 Q3	$200K	Sell	3,900 -250	-6%	-$13.2K	0.21%	132
2016 Q2	$223K	Hold	4,150	–	–	0.24%	122
2016 Q1	$215K	Buy	+4,150	New	+$202K	0.22%	128
2015 Q1	–	Sell	-3,550	Closed	-$174K	–	217
2014 Q4	$174K	Buy	+3,550	New	+$168K	0.16%	146

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

Godshalk Welsh Capital Management's SO Position: Q1 2026 in Review

Godshalk Welsh Capital Management held its Southern Company (SO) position steady in Q1 2026 at 2,500 shares worth $241K. The position accounts for 0.14% of the portfolio, ranked #120.

Godshalk Welsh Capital Management first reported a position in SO in Q4 2014 and has held it in 19 quarters since. The position peaked at $293K in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Godshalk Welsh Capital Management held 2,500 shares of Southern Company worth $241K as of Q1 2026.
Godshalk Welsh Capital Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.14% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #120 holding.
Godshalk Welsh Capital Management first reported a position in Southern Company in Q4 2014 and has held it in 19 quarters since.
Godshalk Welsh Capital Management's Southern Company position peaked at $293K in Q1 2022.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.