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Leigh Baldwin & Co’s Southern Company SO Stock Holding History

Leigh Baldwin & Co’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 		$295K Buy
3,056
+11
+0.4% +$1.02K 0.19% 120
2025
Q4 		$266K Sell
3,045
-161
-5% -$14.7K 0.17% 131
2025
Q3 		$304K Buy
3,206
+12
+0.4% +$1.12K 0.17% 138
2025
Q2 		$293K Buy
3,194
+13
+0.4% +$1.17K 0.19% 131
2025
Q1 		$293K Buy
3,181
+12
+0.4% +$1.04K 0.24% 120
2024
Q4 		$261K Buy
+3,169
New +$278K 0.22% 134

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

Leigh Baldwin & Co's SO Position: Q1 2026 in Review

Leigh Baldwin & Co increased its Southern Company (SO) stake by 0.36% in Q1 2026, buying an estimated $1.02K and bringing the position to 3,056 shares worth $295K. The position accounts for 0.19% of the portfolio, ranked #120.

Leigh Baldwin & Co first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $304K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Leigh Baldwin & Co held 3,056 shares of Southern Company worth $295K as of Q1 2026.
  • Leigh Baldwin & Co bought 11 Southern Company shares in Q1 2026, an estimated $1.02K.
  • Southern Company made up 0.19% of Leigh Baldwin & Co's portfolio in Q1 2026, its #120 holding.
  • Leigh Baldwin & Co first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Leigh Baldwin & Co's Southern Company position peaked at $304K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.