Mariner’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 | $43.8M | Buy |
454,160
+17,603
| +4% | +$1.63M | 0.05% | 292 |
|
|
2025
Q4 | $38.1M | Buy |
436,557
+44,503
| +11% | +$4.06M | 0.05% | 307 |
|
|
2025
Q3 | $37.2M | Sell |
392,054
-16,051
| -4% | -$1.5M | 0.05% | 295 |
|
|
2025
Q2 | $37.5M | Buy |
408,105
+4,900
| +1% | +$440K | 0.05% | 284 |
|
|
2025
Q1 | $37.1M | Buy |
403,205
+19,130
| +5% | +$1.66M | 0.06% | 264 |
|
|
2024
Q4 | $31.6M | Buy |
384,075
+6,720
| +2% | +$590K | 0.05% | 275 |
|
|
2024
Q3 | $34M | Buy |
377,355
+10,983
| +3% | +$938K | 0.06% | 263 |
|
|
2024
Q2 | $28.4M | Buy |
366,372
+13,997
| +4% | +$1.06M | 0.06% | 272 |
|
|
2024
Q1 | $25.3M | Sell |
352,375
-12,838
| -4% | -$886K | 0.05% | 288 |
|
|
2023
Q4 | $25.6M | Sell |
365,213
-9,651
| -3% | -$663K | 0.06% | 251 |
|
|
2023
Q3 | $24.3M | Buy |
374,864
+21,570
| +6% | +$1.5M | 0.07% | 254 |
|
|
2023
Q2 | $24.8M | Buy |
353,294
+5,010
| +1% | +$359K | 0.07% | 247 |
|
|
2023
Q1 | $24.2M | Sell |
348,284
-18,668
| -5% | -$1.26M | 0.07% | 255 |
|
|
2022
Q4 | $26.2M | Buy |
366,952
+45,089
| +14% | +$3.01M | 0.08% | 230 |
|
|
2022
Q3 | $21.9M | Buy |
321,863
+19,276
| +6% | +$1.46M | 0.09% | 217 |
|
|
2022
Q2 | $21.6M | Buy |
302,587
+17,545
| +6% | +$1.29M | 0.09% | 221 |
|
|
2022
Q1 | $20.7M | Buy |
285,042
+202,802
| +247% | +$13.7M | 0.08% | 232 |
|
|
2021
Q4 | $5.64M | Buy |
82,240
+7,809
| +10% | +$498K | 0.02% | 415 |
|
|
2021
Q3 | $4.61M | Sell |
74,431
-494
| -0.7% | -$31.8K | 0.02% | 376 |
|
|
2021
Q2 | $4.53M | Buy |
74,925
+5,433
| +8% | +$347K | 0.03% | 340 |
|
|
2021
Q1 | $4.32M | Buy |
69,492
+1,202
| +2% | +$72K | 0.03% | 329 |
|
|
2020
Q4 | $4.2M | Buy |
68,290
+7,566
| +12% | +$455K | 0.03% | 310 |
|
|
2020
Q3 | $3.29M | Buy |
60,724
+3,871
| +7% | +$207K | 0.03% | 304 |
|
|
2020
Q2 | $2.95M | Buy |
56,853
+701
| +1% | +$39K | 0.03% | 329 |
|
|
2020
Q1 | $3.04M | Buy |
56,152
+4,066
| +8% | +$258K | 0.04% | 300 |
|
|
2019
Q4 | $3.32M | Sell |
52,086
-1,003
| -2% | -$62.2K | 0.03% | 314 |
|
|
2019
Q3 | $3.28M | Sell |
53,089
-1,954
| -4% | -$113K | 0.04% | 291 |
|
|
2019
Q2 | $3.04M | Buy |
55,043
+1,475
| +3% | +$79K | 0.04% | 326 |
|
|
2019
Q1 | $2.77M | Buy |
53,568
+11,073
| +26% | +$543K | 0.04% | 328 |
|
|
2018
Q4 | $1.87M | Buy |
42,495
+16,628
| +64% | +$756K | 0.03% | 339 |
|
|
2018
Q3 | $1.13M | Sell |
25,867
-328
| -1% | -$15.1K | 0.03% | 386 |
|
|
2018
Q2 | $1.21M | Buy |
26,195
+1,062
| +4% | +$47.5K | 0.03% | 363 |
|
|
2018
Q1 | $1.12M | Buy |
25,133
+5,995
| +31% | +$266K | 0.04% | 298 |
|
|
2017
Q4 | $920K | Buy |
19,138
+14,103
| +280% | +$719K | 0.04% | 295 |
|
|
2017
Q3 | $247K | Sell |
5,035
-4,750
| -49% | -$230K | 0.01% | 443 |
|
|
2017
Q2 | $469K | Sell |
9,785
-9,873
| -50% | -$495K | 0.02% | 346 |
|
|
2017
Q1 | $979K | Buy |
19,658
+4,779
| +32% | +$236K | 0.04% | 274 |
|
|
2016
Q4 | $732K | Sell |
14,879
-14,582
| -49% | -$716K | 0.03% | 310 |
|
|
2016
Q3 | $1.51M | Buy |
29,461
+3,098
| +12% | +$163K | 0.07% | 218 |
|
|
2016
Q2 | $1.41M | Buy |
26,363
+1,899
| +8% | +$95.5K | 0.08% | 216 |
|
|
2016
Q1 | $1.27M | Buy |
24,464
+1,022
| +4% | +$49.8K | 0.08% | 213 |
|
|
2015
Q4 | $1.1M | Sell |
23,442
-14,572
| -38% | -$661K | 0.07% | 202 |
|
|
2015
Q3 | $1.7M | Sell |
38,014
-5,268
| -12% | -$231K | 0.08% | 186 |
|
|
2015
Q2 | $1.81M | Buy |
43,282
+35,363
| +447% | +$1.54M | 0.08% | 185 |
|
|
2015
Q1 | $351K | Buy |
7,919
+1,716
| +28% | +$81.5K | 0.03% | 285 |
|
|
2014
Q4 | $305K | Hold |
6,203
| – | – | 0.03% | 292 |
|
|
2014
Q3 | $271K | Sell |
6,203
-4,378
| -41% | -$192K | 0.03% | 278 |
|
|
2014
Q2 | $480K | Buy |
10,581
+774
| +8% | +$34.2K | 0.05% | 230 |
|
|
2014
Q1 | $431K | Sell |
9,807
-630
| -6% | -$26.4K | 0.06% | 224 |
|
|
2013
Q4 | $429K | Buy |
10,437
+1,705
| +20% | +$70.4K | 0.05% | 246 |
|
|
2013
Q3 | $360K | Sell |
8,732
-1,305
| -13% | -$56.2K | 0.07% | 219 |
|
|
2013
Q2 | $443K | Buy |
+10,037
| New | +$462K | 0.09% | 179 |
|
Other funds holding SO
VCM
VPM
Mariner's SO Position: Q1 2026 in Review
Mariner increased its Southern Company (SO) stake by 4% in Q1 2026, buying an estimated $1.63M and bringing the position to 454,160 shares worth $43.8M. The position accounts for 0.05% of the portfolio, ranked #292.
Mariner 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.
- Mariner held 454,160 shares of Southern Company worth $43.8M as of Q1 2026.
- Mariner bought 17,603 Southern Company shares in Q1 2026, an estimated $1.63M.
- Southern Company made up 0.05% of Mariner's portfolio in Q1 2026, its #292 holding.
- Mariner 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 Mariner's 13F filing for Q1 2026, filed 13 May 2026.