Greatmark Investment Partners’s Southern Company SO Stock Holding History

Greatmark Investment Partners’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	$5.02M	Buy	51,982 +276	+0.5%	+$25.5K	0.59%	39
2025 Q4	$4.51M	Buy	51,706 +513	+1%	+$46.8K	0.53%	39
2025 Q3	$4.85M	Sell	51,193 -37	-0.1%	-$3.45K	0.58%	38
2025 Q2	$4.7M	Buy	51,230 +1,445	+3%	+$130K	0.59%	37
2025 Q1	$4.58M	Sell	49,785 -439	-0.9%	-$38K	0.62%	41
2024 Q4	$4.13M	Buy	50,224 +2,590	+5%	+$227K	0.56%	42
2024 Q3	$4.3M	Sell	47,634 -471	-1%	-$40.2K	0.58%	41
2024 Q2	$3.73M	Sell	48,105 -248	-0.5%	-$18.8K	0.54%	42
2024 Q1	$3.47M	Buy	48,353 +26	+0.1%	+$1.79K	0.49%	43
2023 Q4	$3.39M	Buy	48,327 +444	+0.9%	+$30.5K	0.53%	42
2023 Q3	$3.1M	Buy	47,883 +2,851	+6%	+$198K	0.55%	46
2023 Q2	$3.16M	Buy	45,032 +5,885	+15%	+$422K	0.53%	45
2023 Q1	$2.72M	Sell	39,147 -175	-0.4%	-$11.8K	0.49%	45
2022 Q4	$2.81M	Buy	39,322 +200	+0.5%	+$13.4K	0.51%	46
2022 Q3	$2.66M	Sell	39,122 -1,199	-3%	-$90.8K	0.51%	44
2022 Q2	$2.88M	Buy	40,321 +716	+2%	+$52.6K	0.55%	42
2022 Q1	$2.87M	Buy	39,605 +1,102	+3%	+$74.6K	0.47%	42
2021 Q4	$2.64M	Hold	38,503	–	–	0.44%	45
2021 Q3	$2.39M	Sell	38,503 -1,922	-5%	-$124K	0.45%	44
2021 Q2	$2.45M	Buy	40,425 +202	+0.5%	+$12.9K	0.44%	45
2021 Q1	$2.5M	Hold	40,223	–	–	0.49%	43
2020 Q4	$2.47M	Buy	40,223 +2,101	+6%	+$126K	0.53%	41
2020 Q3	$2.07M	Sell	38,122 -47	-0.1%	-$2.51K	0.52%	42
2020 Q2	$1.98M	Sell	38,169 -225	-0.6%	-$12.5K	0.52%	42
2020 Q1	$2.08M	Buy	38,394 +764	+2%	+$48.4K	0.67%	39
2019 Q4	$2.4M	Sell	37,630 -1,391	-4%	-$86.2K	0.59%	39
2019 Q3	$2.41M	Buy	39,021 +3,916	+11%	+$227K	0.66%	39
2019 Q2	$1.94M	Hold	35,105	–	–	0.58%	44
2019 Q1	$1.81M	Sell	35,105 -25	-0.1%	-$1.23K	0.57%	43
2018 Q4	$1.54M	Sell	35,130 -508	-1%	-$23.1K	0.55%	43
2018 Q3	$1.55M	Sell	35,638 -500	-1%	-$23K	0.49%	44
2018 Q2	$1.67M	Sell	36,138 -1,376	-4%	-$61.6K	0.58%	40
2018 Q1	$1.68M	Sell	37,514 -1,740	-4%	-$77.2K	0.61%	40
2017 Q4	$1.89M	Sell	39,254 -1,509	-4%	-$76.9K	0.68%	41
2017 Q3	$2M	Hold	40,763	–	–	0.77%	37
2017 Q2	$1.95M	Hold	40,763	–	–	0.78%	35
2017 Q1	$2.03M	Buy	40,763 +500	+1%	+$24.7K	0.84%	36
2016 Q4	$1.98M	Sell	40,263 -906	-2%	-$44.5K	0.83%	34
2016 Q3	$2.11M	Sell	41,169 -2,000	-5%	-$105K	0.92%	35
2016 Q2	$2.31M	Hold	43,169	–	–	1.03%	30
2016 Q1	$2.23M	Buy	43,169 +6	+0%	+$292	1.01%	30
2015 Q4	$2.02M	Hold	43,163	–	–	0.89%	34
2015 Q3	$1.93M	Buy	43,163 +1,316	+3%	+$57.7K	0.89%	35
2015 Q2	$1.75M	Buy	41,847 +472	+1%	+$20.6K	0.75%	38
2015 Q1	$1.83M	Buy	41,375 +100	+0.2%	+$4.75K	0.79%	40
2014 Q4	$2.03M	Hold	41,275	–	–	0.87%	36
2014 Q3	$1.8M	Sell	41,275 -2	-0%	-$88	0.84%	39
2014 Q2	$1.87M	Buy	41,277 +227	+0.6%	+$10K	0.78%	39
2014 Q1	$1.8M	Hold	41,050	–	–	0.8%	39
2013 Q4	$1.69M	Buy	41,050 +1,075	+3%	+$44.4K	0.8%	39
2013 Q3	$1.65M	Buy	39,975 +100	+0.3%	+$4.31K	0.86%	33
2013 Q2	$1.76M	Buy	+39,875	New	+$1.83M	1.13%	27

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

Greatmark Investment Partners's SO Position: Q1 2026 in Review

Greatmark Investment Partners increased its Southern Company (SO) stake by 0.53% in Q1 2026, buying an estimated $25.5K and bringing the position to 51,982 shares worth $5.02M. The position accounts for 0.59% of the portfolio, ranked #39.

Greatmark Investment Partners first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Greatmark Investment Partners held 51,982 shares of Southern Company worth $5.02M as of Q1 2026.
Greatmark Investment Partners bought 276 Southern Company shares in Q1 2026, an estimated $25.5K.
Southern Company made up 0.59% of Greatmark Investment Partners's portfolio in Q1 2026, its #39 holding.
Greatmark Investment Partners first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Greatmark Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.