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Ipswich Investment Management’s Southern Company SO Stock Holding History

Ipswich 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 		$1.64M Sell
17,117
-150
-0.9% -$14.1K 0.35% 62
2026
Q1 		$1.67M Buy
17,267
+1,775
+11% +$164K 0.39% 59
2025
Q4 		$1.35M Sell
15,492
-945
-6% -$86.3K 0.31% 69
2025
Q3 		$1.56M Buy
16,437
+36
+0.2% +$3.36K 0.36% 62
2025
Q2 		$1.51M Hold
16,401
– – 0.36% 63
2025
Q1 		$1.51M Buy
16,401
+280
+2% +$24.2K 0.37% 61
2024
Q4 		$1.33M Sell
16,121
-300
-2% -$26.3K 0.32% 66
2024
Q3 		$1.48M Hold
16,421
– – 0.34% 67
2024
Q2 		$1.27M Hold
16,421
– – 0.3% 72
2024
Q1 		$1.18M Hold
16,421
– – 0.28% 77
2023
Q4 		$1.15M Buy
16,421
+256
+2% +$17.6K 0.29% 76
2023
Q3 		$1.05M Sell
16,165
-140
-0.9% -$9.72K 0.29% 81
2023
Q2 		$1.15M Hold
16,305
– – 0.3% 79
2023
Q1 		$1.13M Buy
16,305
+500
+3% +$33.7K 0.31% 78
2022
Q4 		$1.13M Buy
15,805
+30
+0.2% +$2.01K 0.32% 79
2022
Q3 		$1.07M Sell
15,775
-400
-2% -$30.3K 0.34% 78
2022
Q2 		$1.15M Sell
16,175
-1,564
-9% -$115K 0.33% 84
2022
Q1 		$1.29M Buy
17,739
+330
+2% +$22.3K 0.32% 83
2021
Q4 		$1.19M Sell
17,409
-100
-0.6% -$6.38K 0.28% 90
2021
Q3 		$1.08M Sell
17,509
-150
-0.8% -$9.66K 0.28% 91
2021
Q2 		$1.07M Hold
17,659
– – 0.27% 91
2021
Q1 		$1.1M Hold
17,659
– – 0.31% 88
2020
Q4 		$1.08M Sell
17,659
-1,100
-6% -$66.1K 0.33% 80
2020
Q3 		$1.02M Buy
18,759
+150
+0.8% +$8.02K 0.33% 72
2020
Q2 		$965K Sell
18,609
-2,575
-12% -$143K 0.33% 75
2020
Q1 		$1.15M Sell
21,184
-330
-2% -$20.9K 0.45% 60
2019
Q4 		$1.37M Hold
21,514
– – 0.4% 64
2019
Q3 		$1.33M Hold
21,514
– – 0.42% 63
2019
Q2 		$1.19M Sell
21,514
-895
-4% -$47.9K 0.38% 66
2019
Q1 		$1.16M Buy
22,409
+410
+2% +$20.1K 0.38% 68
2018
Q4 		$966K Sell
21,999
-100
-0.5% -$4.55K 0.35% 67
2018
Q3 		$964K Buy
22,099
+790
+4% +$36.4K 0.33% 72
2018
Q2 		$987K Buy
21,309
+1,090
+5% +$48.8K 0.45% 61
2018
Q1 		$903K Sell
20,219
-350
-2% -$15.5K 0.38% 66
2017
Q4 		$989K Sell
20,569
-600
-3% -$30.6K 0.42% 63
2017
Q3 		$1.04M Buy
21,169
+410
+2% +$19.9K 0.47% 58
2017
Q2 		$994K Buy
20,759
+300
+1% +$15K 0.47% 61
2017
Q1 		$1.02M Buy
20,459
+100
+0.5% +$4.94K 0.44% 59
2016
Q4 		$1M Hold
20,359
– – 0.45% 60
2016
Q3 		$1.04M Sell
20,359
-200
-1% -$10.5K 0.51% 57
2016
Q2 		$1.1M Sell
20,559
-675
-3% -$33.9K 0.55% 56
2016
Q1 		$1.06M Buy
21,234
+575
+3% +$28K 0.5% 55
2015
Q4 		$967K Buy
20,659
+200
+1% +$9.07K 0.44% 59
2015
Q3 		$915K Buy
20,459
+950
+5% +$41.7K 0.44% 61
2015
Q2 		$817K Sell
19,509
-2,900
-13% -$126K 0.37% 65
2015
Q1 		$992K Hold
22,409
– – 0.43% 60
2014
Q4 		$1.1M Buy
22,409
+1,825
+9% +$86.2K 0.47% 53
2014
Q3 		$899K Buy
20,584
+3,300
+19% +$145K 0.38% 57
2014
Q2 		$785K Buy
17,284
+105
+0.6% +$4.64K 0.3% 66
2014
Q1 		$755K Buy
17,179
+225
+1% +$9.43K 0.32% 64
2013
Q4 		$697K Hold
16,954
– – 0.29% 69
2013
Q3 		$698K Sell
16,954
-250
-1% -$10.8K 0.31% 69
2013
Q2 		$760K Buy
+17,204
New +$791K 0.33% 71

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

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

Ipswich Investment Management reduced its Southern Company (SO) stake by 0.87% in Q2 2026, selling an estimated $14.1K and leaving 17,117 shares worth $1.64M. The position accounts for 0.35% of the portfolio, ranked #62.

Ipswich Investment Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.67M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ipswich Investment Management held 17,117 shares of Southern Company worth $1.64M as of Q2 2026.
  • Ipswich Investment Management sold 150 Southern Company shares in Q2 2026, an estimated $14.1K.
  • Southern Company made up 0.35% of Ipswich Investment Management's portfolio in Q2 2026, its #62 holding.
  • Ipswich Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Ipswich Investment Management's Southern Company position peaked at $1.67M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.