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Means Investment Company’s Southern Company SO Stock Holding History

Means Investment Company’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 		$736K Sell
7,627
-846
-10% -$78.3K 0.06% 106
2025
Q4 		$739K Sell
8,473
-1,279
-13% -$117K 0.06% 104
2025
Q3 		$924K Sell
9,752
-126
-1% -$11.8K 0.08% 94
2025
Q2 		$907K Buy
9,878
+26
+0.3% +$2.33K 0.09% 94
2025
Q1 		$906K Sell
9,852
-4,139
-30% -$358K 0.1% 92
2024
Q4 		$1.15M Buy
13,991
+377
+3% +$33.1K 0.12% 89
2024
Q3 		$1.23M Sell
13,614
-399
-3% -$34.1K 0.14% 83
2024
Q2 		$1.09M Sell
14,013
-1,825
-12% -$138K 0.13% 86
2024
Q1 		$1.14M Sell
15,838
-1,386
-8% -$95.7K 0.15% 84
2023
Q4 		$1.21M Sell
17,224
-459
-3% -$31.5K 0.17% 82
2023
Q3 		$1.14M Sell
17,683
-483
-3% -$33.5K 0.19% 85
2023
Q2 		$1.28M Sell
18,166
-196
-1% -$14.1K 0.2% 85
2023
Q1 		$1.28M Buy
18,362
+410
+2% +$27.6K 0.22% 85
2022
Q4 		$1.28M Buy
17,952
+9,455
+111% +$632K 0.26% 79
2022
Q3 		$578K Buy
8,497
+117
+1% +$8.86K 0.13% 102
2022
Q2 		$598K Buy
8,380
+207
+3% +$15.2K 0.13% 101
2022
Q1 		$593K Buy
8,173
+1,625
+25% +$110K 0.11% 105
2021
Q4 		$449K Sell
6,548
-418
-6% -$26.6K 0.08% 127
2021
Q3 		$432K Buy
6,966
+484
+7% +$31.2K 0.09% 119
2021
Q2 		$392K Buy
6,482
+105
+2% +$6.71K 0.08% 135
2021
Q1 		$396K Sell
6,377
-789
-11% -$47.2K 0.09% 120
2020
Q4 		$439K Buy
7,166
+735
+11% +$44.2K 0.1% 113
2020
Q3 		$386K Sell
6,431
-161
-2% -$8.61K 0.11% 104
2020
Q2 		$357K Sell
6,592
-23
-0.3% -$1.28K 0.11% 98
2020
Q1 		$377K Buy
6,615
+81
+1% +$5.13K 0.15% 84
2019
Q4 		$440K Buy
6,534
+380
+6% +$23.5K 0.15% 91
2019
Q3 		$380K Buy
6,154
+1,261
+26% +$73.1K 0.14% 99
2019
Q2 		$277K Sell
4,893
-543
-10% -$29.1K 0.11% 121
2019
Q1 		$281K Buy
+5,436
New +$266K 0.12% 116

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

Means Investment Company's SO Position: Q1 2026 in Review

Means Investment Company reduced its Southern Company (SO) stake by 10% in Q1 2026, selling an estimated $78.3K and leaving 7,627 shares worth $736K. The position accounts for 0.06% of the portfolio, ranked #106.

Means Investment Company first reported a position in SO in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.28M in Q4 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Means Investment Company held 7,627 shares of Southern Company worth $736K as of Q1 2026.
  • Means Investment Company sold 846 Southern Company shares in Q1 2026, an estimated $78.3K.
  • Southern Company made up 0.06% of Means Investment Company's portfolio in Q1 2026, its #106 holding.
  • Means Investment Company first reported a position in Southern Company in Q1 2019 and has held it in 29 quarters since.
  • Means Investment Company's Southern Company position peaked at $1.28M in Q4 2022.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.