JCM
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Jacobi Capital Management’s Southern Company SO Stock Holding History

Jacobi Capital 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
Q1 		$2.82M Buy
29,238
+358
+1% +$33.1K 0.16% 126
2025
Q4 		$2.52M Buy
28,880
+139
+0.5% +$12.7K 0.15% 141
2025
Q3 		$2.72M Buy
28,741
+121
+0.4% +$11.3K 0.17% 119
2025
Q2 		$2.63M Buy
28,620
+168
+0.6% +$15.1K 0.17% 117
2025
Q1 		$2.62M Buy
28,452
+715
+3% +$61.9K 0.19% 109
2024
Q4 		$2.28M Buy
27,737
+146
+0.5% +$12.8K 0.17% 122
2024
Q3 		$2.49M Buy
27,591
+320
+1% +$27.3K 0.19% 110
2024
Q2 		$2.12M Sell
27,271
-102
-0.4% -$7.73K 0.18% 108
2024
Q1 		$1.96M Sell
27,373
-1,875
-6% -$129K 0.18% 105
2023
Q4 		$2.05M Buy
29,248
+493
+2% +$33.9K 0.21% 94
2023
Q3 		$1.86M Buy
28,755
+433
+2% +$30.1K 0.21% 98
2023
Q2 		$1.99M Buy
28,322
+350
+1% +$25.1K 0.22% 93
2023
Q1 		$1.95M Sell
27,972
-242
-0.9% -$16.3K 0.23% 92
2022
Q4 		$2.01M Buy
28,214
+447
+2% +$29.9K 0.25% 85
2022
Q3 		$1.89M Sell
27,767
-795
-3% -$60.2K 0.26% 82
2022
Q2 		$2.04M Sell
28,562
-535
-2% -$39.3K 0.27% 76
2022
Q1 		$2.11M Buy
29,097
+461
+2% +$31.2K 0.25% 81
2021
Q4 		$1.96M Buy
28,636
+599
+2% +$38.2K 0.23% 86
2021
Q3 		$1.74M Buy
28,037
+2,540
+10% +$164K 0.22% 83
2021
Q2 		$1.54M Buy
25,497
+172
+0.7% +$11K 0.2% 98
2021
Q1 		$1.57M Sell
25,325
-496
-2% -$29.7K 0.23% 86
2020
Q4 		$1.56M Buy
25,821
+105
+0.4% +$6.31K 0.25% 77
2020
Q3 		$1.5M Sell
25,716
-318
-1% -$17K 0.26% 71
2020
Q2 		$1.41M Buy
26,034
+812
+3% +$45.1K 0.26% 70
2020
Q1 		$1.41M Sell
25,222
-1,520
-6% -$96.3K 0.3% 58
2019
Q4 		$1.8M Buy
26,742
+1,776
+7% +$110K 0.33% 62
2019
Q3 		$1.54M Buy
24,966
+38
+0.2% +$2.2K 0.31% 63
2019
Q2 		$1.4M Buy
24,928
+18,907
+314% +$1.01M 0.28% 68
2019
Q1 		$311K Buy
6,021
+452
+8% +$22.2K 0.08% 180
2018
Q4 		$245K Buy
5,569
+1,121
+25% +$51K 0.07% 191
2018
Q3 		$194K Buy
4,448
+584
+15% +$26.9K 0.05% 226
2018
Q2 		$179K Buy
3,864
+121
+3% +$5.42K 0.05% 226
2018
Q1 		$165K Buy
3,743
+1,201
+47% +$53.3K 0.05% 217
2017
Q4 		$120K Buy
2,542
+563
+28% +$28.7K 0.04% 233
2017
Q3 		$98K Buy
1,979
+301
+18% +$14.6K 0.03% 247
2017
Q2 		$79K Buy
1,678
+518
+45% +$26K 0.03% 245
2017
Q1 		$58K Hold
1,160
– – 0.03% 224
2016
Q4 		$57K Hold
1,160
– – 0.03% 205
2016
Q3 		$58K Hold
1,160
– – 0.03% 216
2016
Q2 		$63K Buy
+1,160
New +$58.3K 0.03% 204

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

Jacobi Capital Management's SO Position: Q1 2026 in Review

Jacobi Capital Management increased its Southern Company (SO) stake by 1.2% in Q1 2026, buying an estimated $33.1K and bringing the position to 29,238 shares worth $2.82M. The position accounts for 0.16% of the portfolio, ranked #126.

Jacobi Capital Management first reported a position in SO in Q2 2016 and has held it in 40 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Jacobi Capital Management held 29,238 shares of Southern Company worth $2.82M as of Q1 2026.
  • Jacobi Capital Management bought 358 Southern Company shares in Q1 2026, an estimated $33.1K.
  • Southern Company made up 0.16% of Jacobi Capital Management's portfolio in Q1 2026, its #126 holding.
  • Jacobi Capital Management first reported a position in Southern Company in Q2 2016 and has held it in 40 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.