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Liberty One Investment Management’s Southern Company SO Stock Holding History

Liberty One 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
Q1 		$29.4M Buy
304,312
+36,434
+14% +$3.37M 3.03% 9
2025
Q4 		$23.4M Sell
267,878
-417,891
-61% -$38.2M 2.98% 8
2025
Q3 		$65M Buy
685,769
+333,433
+95% +$31.1M 3.66% 4
2025
Q2 		$32.4M Sell
352,336
-14,224
-4% -$1.28M 3.27% 3
2025
Q1 		$33.7M Sell
366,560
-920
-0.3% -$79.6K 3.41% 4
2024
Q4 		$30.3M Sell
367,480
-715
-0.2% -$62.7K 3.28% 5
2024
Q3 		$33.2M Sell
368,195
-254
-0.1% -$21.7K 3.39% 4
2024
Q2 		$28.6M Sell
368,449
-2,043
-0.6% -$155K 3.22% 3
2024
Q1 		$26.6M Buy
370,492
+7,706
+2% +$532K 3.01% 8
2023
Q4 		$25.4M Buy
362,786
+10,353
+3% +$711K 3.14% 9
2023
Q3 		$22.8M Sell
352,433
-51,455
-13% -$3.57M 3.31% 8
2023
Q2 		$28.4M Buy
403,888
+9,704
+2% +$696K 3.68% 6
2023
Q1 		$27.4M Buy
394,184
+34,327
+10% +$2.31M 3.74% 4
2022
Q4 		$25.7M Buy
359,857
+21,253
+6% +$1.42M 3.69% 6
2022
Q3 		$23M Buy
338,604
+235
+0.1% +$17.8K 3.79% 3
2022
Q2 		$20.5M Sell
338,369
-25,964
-7% -$1.91M 3.48% 5
2022
Q1 		$26.4M Buy
364,333
+6,776
+2% +$459K 4.01% 1
2021
Q4 		$24.5M Buy
357,557
+15,206
+4% +$969K 3.69% 4
2021
Q3 		$21.2M Buy
342,351
+3,982
+1% +$256K 3.62% 3
2021
Q2 		$20.5M Buy
338,369
+5,923
+2% +$379K 3.46% 5
2021
Q1 		$20.7M Buy
332,446
+11,783
+4% +$705K 3.68% 4
2020
Q4 		$19.7M Buy
320,663
+10,009
+3% +$602K 3.7% 5
2020
Q3 		$16.8M Buy
310,654
+21,863
+8% +$1.17M 3.44% 8
2020
Q2 		$15M Buy
288,791
+14,559
+5% +$809K 3.36% 13
2020
Q1 		$14.8M Sell
274,232
-21,043
-7% -$1.33M 3.83% 4
2019
Q4 		$18.8M Buy
+295,275
New +$18.3M 4.07% 1

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

Liberty One Investment Management's SO Position: Q1 2026 in Review

Liberty One Investment Management increased its Southern Company (SO) stake by 14% in Q1 2026, buying an estimated $3.37M and bringing the position to 304,312 shares worth $29.4M. The position accounts for 3.03% of the portfolio, ranked #9.

Liberty One Investment Management first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $65M in Q3 2025. 2,348 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Liberty One Investment Management held 304,312 shares of Southern Company worth $29.4M as of Q1 2026.
  • Liberty One Investment Management bought 36,434 Southern Company shares in Q1 2026, an estimated $3.37M.
  • Southern Company made up 3.03% of Liberty One Investment Management's portfolio in Q1 2026, its #9 holding.
  • Liberty One Investment Management first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Southern Company position peaked at $65M in Q3 2025.
  • 2,348 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.