Marietta Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.19M | Buy |
74,489
+2,980
| +4% | +$276K | 0.85% | 54 |
|
|
2025
Q4 | $6.24M | Buy |
71,509
+2,593
| +4% | +$237K | 0.72% | 59 |
|
|
2025
Q3 | $6.53M | Buy |
68,916
+3,345
| +5% | +$312K | 0.8% | 56 |
|
|
2025
Q2 | $6.02M | Buy |
65,571
+1,460
| +2% | +$131K | 0.79% | 60 |
|
|
2025
Q1 | $5.9M | Buy |
64,111
+52,469
| +451% | +$4.54M | 0.87% | 55 |
|
|
2024
Q4 | $958K | Buy |
11,642
+63
| +0.5% | +$5.53K | 0.14% | 87 |
|
|
2024
Q3 | $1.04M | Sell |
11,579
-984
| -8% | -$84.1K | 0.15% | 85 |
|
|
2024
Q2 | $975K | Buy |
12,563
+3,780
| +43% | +$286K | 0.15% | 84 |
|
|
2024
Q1 | $630K | Buy |
8,783
+20
| +0.2% | +$1.38K | 0.1% | 90 |
|
|
2023
Q4 | $614K | Buy |
8,763
+1,946
| +29% | +$134K | 0.11% | 91 |
|
|
2023
Q3 | $441K | Sell |
6,817
-1,756
| -20% | -$122K | 0.09% | 93 |
|
|
2023
Q2 | $602K | Buy |
8,573
+1,756
| +26% | +$126K | 0.11% | 95 |
|
|
2023
Q1 | $474K | Sell |
6,817
-75
| -1% | -$5.05K | 0.1% | 94 |
|
|
2022
Q4 | $492K | Hold |
6,892
| – | – | 0.11% | 96 |
|
|
2022
Q3 | $469K | Hold |
6,892
| – | – | 0.12% | 92 |
|
|
2022
Q2 | $491K | Hold |
6,892
| – | – | 0.12% | 92 |
|
|
2022
Q1 | $500K | Hold |
6,892
| – | – | 0.1% | 92 |
|
|
2021
Q4 | $473K | Sell |
6,892
-364
| -5% | -$23.2K | 0.1% | 98 |
|
|
2021
Q3 | $450K | Sell |
7,256
-700
| -9% | -$45.1K | 0.1% | 97 |
|
|
2021
Q2 | $481K | Buy |
7,956
+696
| +10% | +$44.5K | 0.11% | 101 |
|
|
2021
Q1 | $451K | Buy |
7,260
+4
| +0.1% | +$239 | 0.11% | 100 |
|
|
2020
Q4 | $446K | Sell |
7,256
-3,215
| -31% | -$193K | 0.12% | 96 |
|
|
2020
Q3 | $568K | Hold |
10,471
| – | – | 0.18% | 87 |
|
|
2020
Q2 | $543K | Sell |
10,471
-679
| -6% | -$37.7K | 0.19% | 81 |
|
|
2020
Q1 | $604K | Buy |
11,150
+1,118
| +11% | +$70.8K | 0.24% | 78 |
|
|
2019
Q4 | $639K | Hold |
10,032
| – | – | 0.21% | 82 |
|
|
2019
Q3 | $620K | Sell |
10,032
-332
| -3% | -$19.2K | 0.23% | 83 |
|
|
2019
Q2 | $573K | Sell |
10,364
-1,208
| -10% | -$64.7K | 0.22% | 83 |
|
|
2019
Q1 | $598K | Sell |
11,572
-26,759
| -70% | -$1.31M | 0.25% | 83 |
|
|
2018
Q4 | $1.68M | Sell |
38,331
-9,424
| -20% | -$428K | 0.81% | 55 |
|
|
2018
Q3 | $2.08M | Buy |
47,755
+1,336
| +3% | +$61.6K | 0.92% | 48 |
|
|
2018
Q2 | $2.15M | Buy |
46,419
+1,370
| +3% | +$61.3K | 1.05% | 35 |
|
|
2018
Q1 | $2.01M | Buy |
45,049
+3,507
| +8% | +$156K | 1.06% | 35 |
|
|
2017
Q4 | $2M | Sell |
41,542
-956
| -2% | -$48.7K | 1.08% | 36 |
|
|
2017
Q3 | $2.09M | Buy |
42,498
+1,463
| +4% | +$70.9K | 1.17% | 35 |
|
|
2017
Q2 | $1.97M | Buy |
41,035
+2,328
| +6% | +$117K | 1.19% | 33 |
|
|
2017
Q1 | $1.93M | Buy |
38,707
+8,086
| +26% | +$400K | 1.28% | 31 |
|
|
2016
Q4 | $1.51M | Buy |
+30,621
| New | +$1.5M | 1.21% | 30 |
|
Other funds holding SO
VCM
VPM
Marietta Wealth Management's SO Position: Q1 2026 in Review
Marietta Wealth Management increased its Southern Company (SO) stake by 4.2% in Q1 2026, buying an estimated $276K and bringing the position to 74,489 shares worth $7.19M. The position accounts for 0.85% of the portfolio, ranked #54.
Marietta Wealth Management first reported a position in SO in Q4 2016 and has held it in 38 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Marietta Wealth Management held 74,489 shares of Southern Company worth $7.19M as of Q1 2026.
- Marietta Wealth Management bought 2,980 Southern Company shares in Q1 2026, an estimated $276K.
- Southern Company made up 0.85% of Marietta Wealth Management's portfolio in Q1 2026, its #54 holding.
- Marietta Wealth Management first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.