Meridian Investment Counsel’s Southern Company SO Stock Holding History

Meridian Investment Counsel’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 Q2	$364K	Hold	3,802	–	–	0.08%	189
2026 Q1	$367K	Hold	3,802	–	–	0.09%	184
2025 Q4	$332K	Hold	3,802	–	–	0.08%	184
2025 Q3	$360K	Hold	3,802	–	–	0.09%	177
2025 Q2	$349K	Hold	3,802	–	–	0.1%	168
2025 Q1	$350K	Hold	3,802	–	–	0.1%	162
2024 Q4	$313K	Hold	3,802	–	–	0.09%	175
2024 Q3	$343K	Hold	3,802	–	–	0.1%	161
2024 Q2	$295K	Hold	3,802	–	–	0.09%	176
2024 Q1	$273K	Hold	3,802	–	–	0.09%	183
2023 Q4	$267K	Hold	3,802	–	–	0.09%	183
2023 Q3	$246K	Hold	3,802	–	–	0.09%	182
2023 Q2	$267K	Hold	3,802	–	–	0.1%	182
2023 Q1	$265K	Hold	3,802	–	–	0.1%	179
2022 Q4	$272K	Hold	3,802	–	–	0.11%	172
2022 Q3	$259K	Sell	3,802 -400	-10%	-$30.3K	0.12%	169
2022 Q2	$300K	Hold	4,202	–	–	0.12%	159
2022 Q1	$305K	Hold	4,202	–	–	0.11%	173
2021 Q4	$288K	Hold	4,202	–	–	0.1%	175
2021 Q3	$260K	Hold	4,202	–	–	0.09%	178
2021 Q2	$254K	Hold	4,202	–	–	0.09%	174
2021 Q1	$261K	Hold	4,202	–	–	0.1%	163
2020 Q4	$258K	Hold	4,202	–	–	0.11%	157
2020 Q3	$228K	Hold	4,202	–	–	0.11%	153
2020 Q2	$218K	Hold	4,202	–	–	0.11%	156
2020 Q1	$227K	Hold	4,202	–	–	0.15%	140
2019 Q4	$268K	Hold	4,202	–	–	0.13%	149
2019 Q3	$260K	Hold	4,202	–	–	0.14%	146
2019 Q2	$232K	Hold	4,202	–	–	0.13%	150
2019 Q1	$217K	Buy	+4,202	New	+$206K	0.13%	151
2018 Q1	–	Sell	-4,243	Closed	-$204K	–	191
2017 Q4	$204K	Hold	4,243	–	–	0.11%	170
2017 Q3	$209K	Hold	4,243	–	–	0.12%	166
2017 Q2	$203K	Hold	4,243	–	–	0.12%	163
2017 Q1	$211K	Hold	4,243	–	–	0.13%	160
2016 Q4	$209K	Sell	4,243 -209	-5%	-$10.3K	0.14%	153
2016 Q3	$228K	Hold	4,452	–	–	0.15%	143
2016 Q2	$239K	Hold	4,452	–	–	0.16%	142
2016 Q1	$230K	Hold	4,452	–	–	0.16%	142
2015 Q4	$208K	Buy	+4,452	New	+$202K	0.15%	150
2015 Q2	–	Sell	-4,952	Closed	-$219K	–	156
2015 Q1	$219K	Hold	4,952	–	–	0.15%	141
2014 Q4	$243K	Hold	4,952	–	–	0.18%	133
2014 Q3	$216K	Hold	4,952	–	–	0.16%	135
2014 Q2	$225K	Hold	4,952	–	–	0.17%	135
2014 Q1	$218K	Hold	4,952	–	–	0.19%	130
2013 Q4	$204K	Buy	+4,952	New	+$204K	0.17%	131

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Meridian Investment Counsel's SO Position: Q2 2026 in Review

Meridian Investment Counsel held its Southern Company (SO) position steady in Q2 2026 at 3,802 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #189.

Meridian Investment Counsel first reported a position in SO in Q4 2013 and has held it in 45 quarters since. The position peaked at $367K in Q1 2026. 1,068 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Meridian Investment Counsel held 3,802 shares of Southern Company worth $364K as of Q2 2026.
Meridian Investment Counsel left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.08% of Meridian Investment Counsel's portfolio in Q2 2026, its #189 holding.
Meridian Investment Counsel first reported a position in Southern Company in Q4 2013 and has held it in 45 quarters since.
Meridian Investment Counsel's Southern Company position peaked at $367K in Q1 2026.
1,068 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.