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ICW Investment Advisors’s Southern Company SO Stock Holding History

ICW Investment Advisors’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 		$1.93M Buy
19,955
+862
+5% +$79.7K 0.7% 51
2025
Q4 		$1.66M Sell
19,093
-89
-0.5% -$8.13K 0.61% 63
2025
Q3 		$1.82M Buy
19,182
+604
+3% +$56.4K 0.65% 54
2025
Q2 		$1.71M Buy
18,578
+150
+0.8% +$13.5K 0.67% 59
2025
Q1 		$1.69M Buy
18,428
+48
+0.3% +$4.16K 0.69% 59
2024
Q4 		$1.51M Buy
18,380
+324
+2% +$28.4K 0.63% 66
2024
Q3 		$1.63M Buy
18,056
+188
+1% +$16.1K 0.68% 66
2024
Q2 		$1.39M Sell
17,868
-269
-1% -$20.4K 0.63% 65
2024
Q1 		$1.3M Buy
18,137
+133
+0.7% +$9.18K 0.58% 74
2023
Q4 		$1.26M Buy
18,004
+266
+1% +$18.3K 0.61% 67
2023
Q3 		$1.15M Buy
17,738
+466
+3% +$32.3K 0.62% 67
2023
Q2 		$1.21M Buy
17,272
+192
+1% +$13.8K 0.65% 68
2023
Q1 		$1.19M Buy
17,080
+599
+4% +$40.3K 0.67% 61
2022
Q4 		$1.18M Buy
16,481
+343
+2% +$22.9K 0.71% 61
2022
Q3 		$1.1M Buy
16,138
+107
+0.7% +$8.11K 0.74% 59
2022
Q2 		$1.14M Buy
16,031
+50
+0.3% +$3.67K 0.73% 59
2022
Q1 		$1.16M Buy
15,981
+140
+0.9% +$9.48K 0.67% 66
2021
Q4 		$1.09M Buy
15,841
+803
+5% +$51.2K 0.61% 67
2021
Q3 		$932K Buy
15,038
+236
+2% +$15.2K 0.6% 68
2021
Q2 		$896K Buy
14,802
+342
+2% +$21.9K 0.59% 69
2021
Q1 		$899K Buy
14,460
+636
+5% +$38.1K 0.62% 67
2020
Q4 		$838K Sell
13,824
-387
-3% -$23.3K 0.6% 66
2020
Q3 		$771K Buy
14,211
+434
+3% +$23.2K 0.58% 70
2020
Q2 		$714K Buy
13,777
+488
+4% +$27.1K 0.58% 70
2020
Q1 		$719K Buy
13,289
+1,126
+9% +$71.3K 0.68% 64
2019
Q4 		$774K Buy
+12,163
New +$754K 0.63% 68

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ICW Investment Advisors's SO Position: Q1 2026 in Review

ICW Investment Advisors increased its Southern Company (SO) stake by 4.5% in Q1 2026, buying an estimated $79.7K and bringing the position to 19,955 shares worth $1.93M. The position accounts for 0.7% of the portfolio, ranked #51.

ICW Investment Advisors first reported a position in SO in Q4 2019 and has held it in 26 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • ICW Investment Advisors held 19,955 shares of Southern Company worth $1.93M as of Q1 2026.
  • ICW Investment Advisors bought 862 Southern Company shares in Q1 2026, an estimated $79.7K.
  • Southern Company made up 0.7% of ICW Investment Advisors's portfolio in Q1 2026, its #51 holding.
  • ICW Investment Advisors first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.