Hanson & Doremus Investment Management’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 | $392K | Hold |
4,061
| – | – | 0.05% | 145 |
|
|
2025
Q4 | $354K | Sell |
4,061
-9
| -0.2% | -$822 | 0.04% | 141 |
|
|
2025
Q3 | $386K | Buy |
4,070
+9
| +0.2% | +$840 | 0.05% | 138 |
|
|
2025
Q2 | $373K | Hold |
4,061
| – | – | 0.05% | 141 |
|
|
2025
Q1 | $373K | Hold |
4,061
| – | – | 0.05% | 138 |
|
|
2024
Q4 | $334K | Sell |
4,061
-400
| -9% | -$35.1K | 0.05% | 142 |
|
|
2024
Q3 | $402K | Hold |
4,461
| – | – | 0.06% | 125 |
|
|
2024
Q2 | $346K | Hold |
4,461
| – | – | 0.06% | 134 |
|
|
2024
Q1 | $320K | Sell |
4,461
-230
| -5% | -$15.9K | 0.06% | 143 |
|
|
2023
Q4 | $329K | Hold |
4,691
| – | – | 0.06% | 138 |
|
|
2023
Q3 | $304K | Buy |
4,691
+200
| +4% | +$13.9K | 0.06% | 139 |
|
|
2023
Q2 | $315K | Hold |
4,491
| – | – | 0.07% | 140 |
|
|
2023
Q1 | $312K | Sell |
4,491
-184
| -4% | -$12.4K | 0.07% | 141 |
|
|
2022
Q4 | $334K | Sell |
4,675
-1,280
| -21% | -$85.6K | 0.07% | 141 |
|
|
2022
Q3 | $405K | Buy |
5,955
+184
| +3% | +$13.9K | 0.1% | 115 |
|
|
2022
Q2 | $412K | Sell |
5,771
-273
| -5% | -$20K | 0.1% | 122 |
|
|
2022
Q1 | $438K | Hold |
6,044
| – | – | 0.09% | 127 |
|
|
2021
Q4 | $414K | Buy |
6,044
+230
| +4% | +$14.7K | 0.09% | 129 |
|
|
2021
Q3 | $360K | Buy |
5,814
+41
| +0.7% | +$2.64K | 0.08% | 132 |
|
|
2021
Q2 | $313K | Hold |
5,773
| – | – | 0.09% | 133 |
|
|
2021
Q1 | $359K | Hold |
5,773
| – | – | 0.08% | 145 |
|
|
2020
Q4 | $355K | Hold |
5,773
| – | – | 0.09% | 135 |
|
|
2020
Q3 | $313K | Sell |
5,773
-250
| -4% | -$13.4K | 0.09% | 133 |
|
|
2020
Q2 | $312K | Sell |
6,023
-742
| -11% | -$41.2K | 0.1% | 132 |
|
|
2020
Q1 | $366K | Hold |
6,765
| – | – | 0.12% | 122 |
|
|
2019
Q4 | $431K | Buy |
6,765
+1,500
| +28% | +$93K | 0.12% | 121 |
|
|
2019
Q3 | $325K | Sell |
5,265
-90
| -2% | -$5.22K | 0.1% | 136 |
|
|
2019
Q2 | $296K | Sell |
5,355
-96
| -2% | -$5.14K | 0.09% | 138 |
|
|
2019
Q1 | $282K | Buy |
5,451
+378
| +7% | +$18.5K | 0.09% | 143 |
|
|
2018
Q4 | $223K | Sell |
5,073
-17
| -0.3% | -$773 | 0.08% | 155 |
|
|
2018
Q3 | $222K | Hold |
5,090
| – | – | 0.07% | 167 |
|
|
2018
Q2 | $236K | Hold |
5,090
| – | – | 0.08% | 163 |
|
|
2018
Q1 | $227K | Hold |
5,090
| – | – | 0.07% | 180 |
|
|
2017
Q4 | $245K | Hold |
5,090
| – | – | 0.08% | 164 |
|
|
2017
Q3 | $250K | Hold |
5,090
| – | – | 0.09% | 155 |
|
|
2017
Q2 | $244K | Buy |
5,090
+400
| +9% | +$20.1K | 0.09% | 153 |
|
|
2017
Q1 | $233K | Sell |
4,690
-110
| -2% | -$5.44K | 0.09% | 151 |
|
|
2016
Q4 | $236K | Buy |
4,800
+1
| +0% | +$49 | 0.1% | 148 |
|
|
2016
Q3 | $246K | Sell |
4,799
-93
| -2% | -$4.9K | 0.11% | 142 |
|
|
2016
Q2 | $262K | Buy |
4,892
+1
| +0% | +$50 | 0.12% | 139 |
|
|
2016
Q1 | $253K | Buy |
4,891
+1
| +0% | +$49 | 0.11% | 142 |
|
|
2015
Q4 | $229K | Buy |
4,890
+1
| +0% | +$45 | 0.1% | 154 |
|
|
2015
Q3 | $219K | Buy |
+4,889
| New | +$214K | 0.11% | 150 |
|
Other funds holding SO
VCM
VPM
Hanson & Doremus Investment Management's SO Position: Q1 2026 in Review
Hanson & Doremus Investment Management held its Southern Company (SO) position steady in Q1 2026 at 4,061 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #145.
Hanson & Doremus Investment Management first reported a position in SO in Q3 2015 and has held it in 43 quarters since. The position peaked at $438K in Q1 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Hanson & Doremus Investment Management held 4,061 shares of Southern Company worth $392K as of Q1 2026.
- Hanson & Doremus Investment Management left its Southern Company share count unchanged in Q1 2026.
- Southern Company made up 0.05% of Hanson & Doremus Investment Management's portfolio in Q1 2026, its #145 holding.
- Hanson & Doremus Investment Management first reported a position in Southern Company in Q3 2015 and has held it in 43 quarters since.
- Hanson & Doremus Investment Management's Southern Company position peaked at $438K in Q1 2022.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Hanson & Doremus Investment Management's 13F filing for Q1 2026, filed 17 Apr 2026.