MCM
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Manchester Capital Management’s Southern Company SO Stock Holding History

Manchester 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 		$228K Sell
2,364
-37
-2% -$3.42K 0.03% 253
2025
Q4 		$209K Buy
2,401
+272
+13% +$24.8K 0.03% 266
2025
Q3 		$202K Sell
2,129
-71
-3% -$6.63K 0.03% 305
2025
Q2 		$202K Hold
2,200
– – 0.03% 334
2025
Q1 		$202K Buy
2,200
+377
+21% +$32.6K 0.02% 330
2024
Q4 		$150K Sell
1,823
-13
-0.7% -$1.14K 0.02% 380
2024
Q3 		$166K Sell
1,836
-1
-0.1% -$85 0.02% 362
2024
Q2 		$143K Buy
1,837
+185
+11% +$14K 0.02% 369
2024
Q1 		$119K Sell
1,652
-152
-8% -$10.5K 0.01% 384
2023
Q4 		$126K Buy
1,804
+102
+6% +$7K 0.02% 337
2023
Q3 		$110K Buy
1,702
+45
+3% +$3.12K 0.02% 344
2023
Q2 		$116K Buy
1,657
+15
+0.9% +$1.08K 0.02% 336
2023
Q1 		$114K Sell
1,642
-219
-12% -$14.7K 0.02% 348
2022
Q4 		$133K Buy
1,861
+146
+9% +$9.76K 0.02% 288
2022
Q3 		$117K Buy
1,715
+193
+13% +$14.6K 0.02% 266
2022
Q2 		$109K Sell
1,522
-90
-6% -$6.61K 0.02% 285
2022
Q1 		$117K Sell
1,612
-400
-20% -$27.1K 0.02% 319
2021
Q4 		$138K Hold
2,012
– – 0.02% 305
2021
Q3 		$125K Sell
2,012
-232
-10% -$14.9K 0.02% 331
2021
Q2 		$136K Buy
2,244
+232
+12% +$14.8K 0.02% 302
2021
Q1 		$125K Buy
2,012
+200
+11% +$12K 0.02% 303
2020
Q4 		$111K Sell
1,812
-300
-14% -$18K 0.02% 302
2020
Q3 		$115K Sell
2,112
-769
-27% -$41.1K 0.02% 272
2020
Q2 		$149K Hold
2,881
– – 0.02% 266
2020
Q1 		$156K Hold
2,881
– – 0.03% 249
2019
Q4 		$184K Hold
2,881
– – 0.02% 256
2019
Q3 		$178K Hold
2,881
– – 0.02% 248
2019
Q2 		$159K Sell
2,881
-815
-22% -$43.6K 0.02% 259
2019
Q1 		$191K Buy
3,696
+915
+33% +$44.8K 0.02% 235
2018
Q4 		$129K Hold
2,781
– – 0.02% 249
2018
Q3 		$121K Hold
2,781
– – 0.02% 268
2018
Q2 		$129K Sell
2,781
-354
-11% -$15.8K 0.02% 255
2018
Q1 		$140K Sell
3,135
-221
-7% -$9.81K 0.02% 243
2017
Q4 		$161K Buy
3,356
+575
+21% +$29.3K 0.02% 224
2017
Q3 		$137K Hold
2,781
– – 0.02% 225
2017
Q2 		$133K Hold
2,781
– – 0.02% 242
2017
Q1 		$138K Hold
2,781
– – 0.02% 231
2016
Q4 		$137K Hold
2,781
– – 0.02% 229
2016
Q3 		$143K Hold
2,781
– – 0.02% 232
2016
Q2 		$149K Hold
2,781
– – 0.02% 232
2016
Q1 		$144K Hold
2,781
– – 0.02% 234
2015
Q4 		$130K Hold
2,781
– – 0.02% 264
2015
Q3 		$124K Hold
2,781
– – 0.02% 258
2015
Q2 		$117K Hold
2,781
– – 0.02% 271
2015
Q1 		$123K Sell
2,781
-1,478
-35% -$70.2K 0.02% 253
2014
Q4 		$209K Hold
4,259
– – 0.03% 344
2014
Q3 		$186K Buy
4,259
+538
+14% +$23.6K 0.02% 361
2014
Q2 		$169K Hold
3,721
– – 0.02% 410
2014
Q1 		$164K Sell
3,721
-18
-0.5% -$754 0.03% 382
2013
Q4 		$154K Sell
3,739
-7
-0.2% -$289 0.02% 390
2013
Q3 		$154K Sell
3,746
-324
-8% -$14K 0.03% 388
2013
Q2 		$180K Buy
+4,070
New +$187K 0.03% 330

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

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

Manchester Capital Management reduced its Southern Company (SO) stake by 1.5% in Q1 2026, selling an estimated $3.42K and leaving 2,364 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #253.

Manchester Capital Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Manchester Capital Management held 2,364 shares of Southern Company worth $228K as of Q1 2026.
  • Manchester Capital Management sold 37 Southern Company shares in Q1 2026, an estimated $3.42K.
  • Southern Company made up 0.03% of Manchester Capital Management's portfolio in Q1 2026, its #253 holding.
  • Manchester Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.