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Ironwood Investment Counsel’s Southern Company SO Stock Holding History

Ironwood Investment Counsel’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 		$268K Buy
2,776
+50
+2% +$4.63K 0.04% 230
2025
Q4 		$238K Sell
2,726
-125
-4% -$11.4K 0.03% 242
2025
Q3 		$270K Sell
2,851
-64
-2% -$5.97K 0.04% 228
2025
Q2 		$268K Sell
2,915
-3
-0.1% -$269 0.04% 219
2025
Q1 		$268K Buy
2,918
+245
+9% +$21.2K 0.05% 207
2024
Q4 		$220K Sell
2,673
-47
-2% -$4.12K 0.04% 232
2024
Q3 		$245K Buy
2,720
+96
+4% +$8.2K 0.04% 230
2024
Q2 		$204K Buy
+2,624
New +$199K 0.04% 247
2022
Q3 		– Sell
-3,437
Closed -$245K – 194
2022
Q2 		$245K Hold
3,437
– – 0.07% 166
2022
Q1 		$249K Hold
3,437
– – 0.06% 174
2021
Q4 		$235K Hold
3,437
– – 0.05% 186
2021
Q3 		$212K Hold
3,437
– – 0.05% 190
2021
Q2 		$207K Sell
3,437
-1,063
-24% -$68K 0.06% 195
2021
Q1 		$223K Buy
4,500
+1,063
+31% +$63.6K 0.06% 185
2020
Q4 		$211K Buy
+3,437
New +$207K 0.05% 200
2020
Q1 		– Sell
-3,445
Closed -$219K – 180
2019
Q4 		$219K Buy
3,445
+8
+0.2% +$496 0.07% 165
2019
Q3 		$212K Sell
3,437
-232
-6% -$13.4K 0.08% 163
2019
Q2 		$202K Buy
+3,669
New +$196K 0.08% 159
2016
Q2 		– Sell
-4,100
Closed -$212K – 137
2016
Q1 		$212K Buy
+4,100
New +$200K 0.11% 133
2015
Q1 		– Sell
-4,300
Closed -$211K – 144
2014
Q4 		$211K Buy
+4,300
New +$203K 0.11% 135
2013
Q3 		– Sell
-4,600
Closed -$203K – 106
2013
Q2 		$203K Buy
+4,600
New +$212K 0.13% 104

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

Ironwood Investment Counsel's SO Position: Q1 2026 in Review

Ironwood Investment Counsel increased its Southern Company (SO) stake by 1.8% in Q1 2026, buying an estimated $4.63K and bringing the position to 2,776 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #230.

Ironwood Investment Counsel first reported a position in SO in Q2 2013 and has held it in 21 quarters since. The position peaked at $270K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Ironwood Investment Counsel held 2,776 shares of Southern Company worth $268K as of Q1 2026.
  • Ironwood Investment Counsel bought 50 Southern Company shares in Q1 2026, an estimated $4.63K.
  • Southern Company made up 0.04% of Ironwood Investment Counsel's portfolio in Q1 2026, its #230 holding.
  • Ironwood Investment Counsel first reported a position in Southern Company in Q2 2013 and has held it in 21 quarters since.
  • Ironwood Investment Counsel's Southern Company position peaked at $270K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.