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Lowe Brockenbrough & Co’s Southern Company SO Stock Holding History

Lowe Brockenbrough & 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 		$656K Sell
6,792
-544
-7% -$50.3K 0.03% 205
2025
Q4 		$640K Buy
7,336
+1,016
+16% +$92.8K 0.03% 202
2025
Q3 		$599K Sell
6,320
-150
-2% -$14K 0.03% 206
2025
Q2 		$594K Hold
6,470
– – 0.03% 207
2025
Q1 		$595K Sell
6,470
-49
-0.8% -$4.24K 0.04% 205
2024
Q4 		$537K Sell
6,519
-500
-7% -$43.9K 0.03% 212
2024
Q3 		$633K Buy
7,019
+544
+8% +$46.5K 0.04% 209
2024
Q2 		$502K Sell
6,475
-50
-0.8% -$3.79K 0.03% 216
2024
Q1 		$468K Sell
6,525
-1,450
-18% -$100K 0.03% 223
2023
Q4 		$559K Buy
7,975
+544
+7% +$37.4K 0.04% 208
2023
Q3 		$481K Hold
7,431
– – 0.04% 214
2023
Q2 		$522K Sell
7,431
-51
-0.7% -$3.66K 0.04% 215
2023
Q1 		$521K Buy
7,482
+401
+6% +$27K 0.04% 213
2022
Q4 		$506K Hold
7,081
– – 0.04% 208
2022
Q3 		$482K Sell
7,081
-50
-0.7% -$3.79K 0.05% 204
2022
Q2 		$509K Hold
7,131
– – 0.04% 207
2022
Q1 		$517K Buy
7,131
+806
+13% +$54.6K 0.04% 211
2021
Q4 		$434K Hold
6,325
– – 0.03% 208
2021
Q3 		$392K Sell
6,325
-1
-0% -$64 0.03% 226
2021
Q2 		$383K Sell
6,326
-319
-5% -$20.4K 0.03% 190
2021
Q1 		$413K Sell
6,645
-641
-9% -$38.4K 0.04% 183
2020
Q4 		$448K Buy
7,286
+561
+8% +$33.7K 0.05% 173
2020
Q3 		$365K Sell
6,725
-100
-1% -$5.34K 0.05% 174
2020
Q2 		$354K Buy
6,825
+200
+3% +$11.1K 0.05% 175
2020
Q1 		$359K Sell
6,625
-100
-1% -$6.33K 0.06% 171
2019
Q4 		$428K Sell
6,725
-213
-3% -$13.2K 0.05% 176
2019
Q3 		$429K Sell
6,938
-100
-1% -$5.8K 0.06% 175
2019
Q2 		$389K Hold
7,038
– – 0.05% 179
2019
Q1 		$364K Hold
7,038
– – 0.05% 178
2018
Q4 		$309K Sell
7,038
-300
-4% -$13.6K 0.05% 171
2018
Q3 		$320K Sell
7,338
-90
-1% -$4.15K 0.04% 180
2018
Q2 		$344K Sell
7,428
-300
-4% -$13.4K 0.05% 175
2018
Q1 		$345K Sell
7,728
-300
-4% -$13.3K 0.05% 171
2017
Q4 		$386K Hold
8,028
– – 0.06% 169
2017
Q3 		$394K Hold
8,028
– – 0.06% 165
2017
Q2 		$384K Hold
8,028
– – 0.06% 162
2017
Q1 		$400K Sell
8,028
-383
-5% -$18.9K 0.06% 160
2016
Q4 		$414K Hold
8,411
– – 0.07% 160
2016
Q3 		$431K Buy
8,411
+2,350
+39% +$124K 0.07% 153
2016
Q2 		$325K Sell
6,061
-200
-3% -$10.1K 0.06% 163
2016
Q1 		$324K Sell
6,261
-145
-2% -$7.06K 0.06% 166
2015
Q4 		$300K Hold
6,406
– – 0.05% 165
2015
Q3 		$286K Hold
6,406
– – 0.05% 171
2015
Q2 		$268K Hold
6,406
– – 0.04% 177
2015
Q1 		$284K Sell
6,406
-291
-4% -$13.8K 0.04% 176
2014
Q4 		$329K Hold
6,697
– – 0.05% 171
2014
Q3 		$292K Buy
6,697
+1,768
+36% +$77.7K 0.05% 175
2014
Q2 		$224K Hold
4,929
– – 0.04% 183
2014
Q1 		$217K Hold
4,929
– – 0.04% 180
2013
Q4 		$203K Hold
4,929
– – 0.03% 176
2013
Q3 		$203K Buy
4,929
+150
+3% +$6.46K 0.04% 172
2013
Q2 		$211K Buy
+4,779
New +$220K 0.04% 166

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

Lowe Brockenbrough & Co's SO Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Southern Company (SO) stake by 7.4% in Q1 2026, selling an estimated $50.3K and leaving 6,792 shares worth $656K. The position accounts for 0.03% of the portfolio, ranked #205.

Lowe Brockenbrough & Co first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Lowe Brockenbrough & Co held 6,792 shares of Southern Company worth $656K as of Q1 2026.
  • Lowe Brockenbrough & Co sold 544 Southern Company shares in Q1 2026, an estimated $50.3K.
  • Southern Company made up 0.03% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #205 holding.
  • Lowe Brockenbrough & Co first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.