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Goelzer Investment Management’s Southern Company SO Stock Holding History

Goelzer 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
Q2 		$5.37M Sell
56,100
-1,782
-3% -$168K 0.23% 81
2026
Q1 		$5.59M Sell
57,882
-124
-0.2% -$11.5K 0.27% 75
2025
Q4 		$5.06M Buy
58,006
+528
+0.9% +$48.2K 0.23% 84
2025
Q3 		$5.45M Sell
57,478
-1,121
-2% -$105K 0.29% 80
2025
Q2 		$5.38M Sell
58,599
-780
-1% -$70.1K 0.29% 77
2025
Q1 		$5.46M Sell
59,379
-1,173
-2% -$102K 0.32% 74
2024
Q4 		$4.98M Sell
60,552
-1,746
-3% -$153K 0.29% 84
2024
Q3 		$5.62M Sell
62,298
-460
-0.7% -$39.3K 0.31% 79
2024
Q2 		$4.87M Sell
62,758
-1,105
-2% -$83.7K 0.27% 81
2024
Q1 		$4.58M Sell
63,863
-486
-0.8% -$33.5K 0.26% 87
2023
Q4 		$4.51M Sell
64,349
-169
-0.3% -$11.6K 0.29% 86
2023
Q3 		$4.18M Sell
64,518
-2,120
-3% -$147K 0.29% 78
2023
Q2 		$4.68M Sell
66,638
-429
-0.6% -$30.8K 0.4% 77
2023
Q1 		$4.67M Buy
67,067
+7,558
+13% +$509K 0.41% 74
2022
Q4 		$4.25M Buy
59,509
+1,901
+3% +$127K 0.36% 80
2022
Q3 		$3.92M Buy
57,608
+1,116
+2% +$84.5K 0.39% 80
2022
Q2 		$4.03M Buy
56,492
+2,014
+4% +$148K 0.39% 79
2022
Q1 		$3.95M Sell
54,478
-260
-0.5% -$17.6K 0.34% 93
2021
Q4 		$3.75M Buy
54,738
+202
+0.4% +$12.9K 0.31% 100
2021
Q3 		$3.38M Sell
54,536
-1,190
-2% -$76.6K 0.3% 105
2021
Q2 		$3.37M Buy
55,726
+1,468
+3% +$93.9K 0.28% 109
2021
Q1 		$3.37M Sell
54,258
-1,248
-2% -$74.7K 0.3% 106
2020
Q4 		$3.41M Buy
55,506
+689
+1% +$41.4K 0.31% 103
2020
Q3 		$2.97M Buy
+54,817
New +$2.93M 0.27% 106

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goelzer Investment Management's SO Position: Q2 2026 in Review

Goelzer Investment Management reduced its Southern Company (SO) stake by 3.1% in Q2 2026, selling an estimated $168K and leaving 56,100 shares worth $5.37M. The position accounts for 0.23% of the portfolio, ranked #81.

Goelzer Investment Management first reported a position in SO in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.62M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Goelzer Investment Management held 56,100 shares of Southern Company worth $5.37M as of Q2 2026.
  • Goelzer Investment Management sold 1,782 Southern Company shares in Q2 2026, an estimated $168K.
  • Southern Company made up 0.23% of Goelzer Investment Management's portfolio in Q2 2026, its #81 holding.
  • Goelzer Investment Management first reported a position in Southern Company in Q3 2020 and has held it in 24 quarters since.
  • Goelzer Investment Management's Southern Company position peaked at $5.62M in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.