Marietta Investment Partners’s Southern Company SO Stock Holding History

Marietta Investment Partners’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	$2.55M	Buy	26,438 +3,570	+16%	+$330K	0.51%	60
2025 Q4	$1.99M	Sell	22,868 -16,634	-42%	-$1.52M	0.4%	63
2025 Q3	$3.74M	Buy	39,502 +2,456	+7%	+$229K	0.72%	38
2025 Q2	$3.4M	Buy	37,046 +15,152	+69%	+$1.36M	0.74%	38
2025 Q1	$2.01M	Buy	21,894 +17,866	+444%	+$1.55M	0.49%	54
2024 Q4	$332K	Buy	+4,028	New	+$353K	0.07%	133
2020 Q2	–	Sell	-9,060	Closed	-$491K	–	139
2020 Q1	$491K	Buy	9,060 +2,030	+29%	+$129K	0.21%	79
2019 Q4	$448K	Hold	7,030	–	–	0.15%	104
2019 Q3	$434K	Buy	+7,030	New	+$407K	0.15%	100

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Marietta Investment Partners's SO Position: Q1 2026 in Review

Marietta Investment Partners increased its Southern Company (SO) stake by 16% in Q1 2026, buying an estimated $330K and bringing the position to 26,438 shares worth $2.55M. The position accounts for 0.51% of the portfolio, ranked #60.

Marietta Investment Partners first reported a position in SO in Q3 2019 and has held it in 9 quarters since. The position peaked at $3.74M in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Marietta Investment Partners held 26,438 shares of Southern Company worth $2.55M as of Q1 2026.
Marietta Investment Partners bought 3,570 Southern Company shares in Q1 2026, an estimated $330K.
Southern Company made up 0.51% of Marietta Investment Partners's portfolio in Q1 2026, its #60 holding.
Marietta Investment Partners first reported a position in Southern Company in Q3 2019 and has held it in 9 quarters since.
Marietta Investment Partners's Southern Company position peaked at $3.74M in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.