Joel Isaacson & Co’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 | $326K | Buy |
3,377
+59
| +2% | +$5.46K | 0.01% | 346 |
|
|
2025
Q4 | $289K | Buy |
3,318
+261
| +9% | +$23.8K | 0.01% | 369 |
|
|
2025
Q3 | $290K | Buy |
3,057
+15
| +0.5% | +$1.4K | 0.01% | 359 |
|
|
2025
Q2 | $279K | Buy |
3,042
+14
| +0.5% | +$1.26K | 0.01% | 347 |
|
|
2025
Q1 | $278K | Buy |
3,028
+78
| +3% | +$6.75K | 0.01% | 333 |
|
|
2024
Q4 | $243K | Buy |
2,950
+14
| +0.5% | +$1.23K | 0.01% | 333 |
|
|
2024
Q3 | $265K | Buy |
2,936
+14
| +0.5% | +$1.2K | 0.01% | 307 |
|
|
2024
Q2 | $227K | Buy |
+2,922
| New | +$221K | 0.01% | 309 |
|
|
2023
Q3 | – | Sell |
-3,011
| Closed | -$212K | – | 319 |
|
|
2023
Q2 | $212K | Buy |
3,011
+16
| +0.5% | +$1.15K | 0.01% | 300 |
|
|
2023
Q1 | $208K | Buy |
2,995
+16
| +0.5% | +$1.08K | 0.02% | 304 |
|
|
2022
Q4 | $213K | Sell |
2,979
-1,259
| -30% | -$84.2K | 0.02% | 294 |
|
|
2022
Q3 | $288K | Sell |
4,238
-1,313
| -24% | -$99.5K | 0.02% | 237 |
|
|
2022
Q2 | $396K | Buy |
5,551
+14
| +0.3% | +$1.03K | 0.03% | 190 |
|
|
2022
Q1 | $420K | Buy |
5,537
+15
| +0.3% | +$1.02K | 0.03% | 200 |
|
|
2021
Q4 | $379K | Buy |
5,522
+1,501
| +37% | +$95.7K | 0.03% | 224 |
|
|
2021
Q3 | $249K | Hold |
4,021
| – | – | 0.02% | 272 |
|
|
2021
Q2 | $243K | Hold |
4,021
| – | – | 0.02% | 261 |
|
|
2021
Q1 | $250K | Hold |
4,021
| – | – | 0.02% | 234 |
|
|
2020
Q4 | $247K | Hold |
4,021
| – | – | 0.02% | 215 |
|
|
2020
Q3 | $218K | Hold |
4,021
| – | – | 0.03% | 210 |
|
|
2020
Q2 | $208K | Hold |
4,021
| – | – | 0.03% | 199 |
|
|
2020
Q1 | $218K | Hold |
4,021
| – | – | 0.04% | 169 |
|
|
2019
Q4 | $256K | Hold |
4,021
| – | – | 0.03% | 186 |
|
|
2019
Q3 | $248K | Sell |
4,021
-1,004
| -20% | -$58.2K | 0.04% | 182 |
|
|
2019
Q2 | $278K | Sell |
5,025
-3
| -0.1% | -$161 | 0.04% | 169 |
|
|
2019
Q1 | $260K | Sell |
5,028
-2,000
| -28% | -$98K | 0.04% | 179 |
|
|
2018
Q4 | $328K | Buy |
+7,028
| New | +$319K | 0.05% | 168 |
|
|
2017
Q1 | – | Sell |
-2,620
| Closed | -$129K | – | 476 |
|
|
2016
Q4 | $129K | Buy |
2,620
+14
| +0.5% | +$688 | 0.03% | 200 |
|
|
2016
Q3 | $134K | Buy |
2,606
+1,027
| +65% | +$54.1K | 0.03% | 203 |
|
|
2016
Q2 | $85K | Sell |
1,579
-693
| -31% | -$34.9K | 0.02% | 256 |
|
|
2016
Q1 | $118K | Buy |
2,272
+13
| +0.6% | +$633 | 0.03% | 223 |
|
|
2015
Q4 | $106K | Sell |
2,259
-641
| -22% | -$29.1K | 0.03% | 221 |
|
|
2015
Q3 | $130K | Buy |
2,900
+221
| +8% | +$9.7K | 0.03% | 196 |
|
|
2015
Q2 | $112K | Sell |
2,679
-331
| -11% | -$14.4K | 0.03% | 239 |
|
|
2015
Q1 | $133K | Buy |
3,010
+13
| +0.4% | +$618 | 0.03% | 217 |
|
|
2014
Q4 | $147K | Buy |
2,997
+11
| +0.4% | +$519 | 0.04% | 190 |
|
|
2014
Q3 | $130K | Buy |
2,986
+13
| +0.4% | +$571 | 0.04% | 178 |
|
|
2014
Q2 | $135K | Hold |
2,973
| – | – | 0.04% | 172 |
|
|
2014
Q1 | $131K | Hold |
2,973
| – | – | 0.04% | 172 |
|
|
2013
Q4 | $122K | Hold |
2,973
| – | – | 0.04% | 164 |
|
|
2013
Q3 | $122K | Hold |
2,973
| – | – | 0.05% | 156 |
|
|
2013
Q2 | $131K | Buy |
+2,973
| New | +$137K | 0.06% | 125 |
|
Other funds holding SO
VCM
VPM
Joel Isaacson & Co's SO Position: Q1 2026 in Review
Joel Isaacson & Co increased its Southern Company (SO) stake by 1.8% in Q1 2026, buying an estimated $5.46K and bringing the position to 3,377 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #346.
Joel Isaacson & Co first reported a position in SO in Q2 2013 and has held it in 42 quarters since. The position peaked at $420K in Q1 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Joel Isaacson & Co held 3,377 shares of Southern Company worth $326K as of Q1 2026.
- Joel Isaacson & Co bought 59 Southern Company shares in Q1 2026, an estimated $5.46K.
- Southern Company made up 0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #346 holding.
- Joel Isaacson & Co first reported a position in Southern Company in Q2 2013 and has held it in 42 quarters since.
- Joel Isaacson & Co's Southern Company position peaked at $420K in Q1 2022.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.