Morgan Dempsey Capital Management’s Southern Company SO Stock Holding History

Morgan Dempsey Capital Management’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	$9.65K	Hold	100	–	–	﹤0.01%	122
2025 Q4	$8.72K	Hold	100	–	–	﹤0.01%	127
2025 Q3	$9.48K	Hold	100	–	–	﹤0.01%	134
2025 Q2	$9.18K	Hold	100	–	–	﹤0.01%	130
2025 Q1	$9.2K	Hold	100	–	–	﹤0.01%	113
2024 Q4	$8.23K	Hold	100	–	–	﹤0.01%	110
2024 Q3	$9.02K	Hold	100	–	–	﹤0.01%	110
2024 Q2	$7.76K	Hold	100	–	–	﹤0.01%	101
2024 Q1	$7.17K	Hold	100	–	–	﹤0.01%	104
2023 Q4	$7.01K	Hold	100	–	–	﹤0.01%	109
2023 Q3	$6.47K	Hold	100	–	–	﹤0.01%	105
2023 Q2	$7.03K	Hold	100	–	–	﹤0.01%	105
2023 Q1	$6.96K	Hold	100	–	–	﹤0.01%	107
2022 Q4	$7.14K	Hold	100	–	–	﹤0.01%	132
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	136
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	98
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	99
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	99
2021 Q3	$6K	Buy	+100	New	+$6.44K	﹤0.01%	94

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

Morgan Dempsey Capital Management's SO Position: Q1 2026 in Review

Morgan Dempsey Capital Management reduced its Southern Company (SO) stake by 3% in Q1 2026, selling an estimated $144K and leaving 50,677 shares worth $4.89M. The position accounts for 2.23% of the portfolio, ranked #25.

Morgan Dempsey Capital Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.2M in Q2 2023. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Morgan Dempsey Capital Management held 50,677 shares of Southern Company worth $4.89M as of Q1 2026.
Morgan Dempsey Capital Management sold 1,552 Southern Company shares in Q1 2026, an estimated $144K.
Southern Company made up 2.23% of Morgan Dempsey Capital Management's portfolio in Q1 2026, its #25 holding.
Morgan Dempsey Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
Morgan Dempsey Capital Management's Southern Company position peaked at $10.2M in Q2 2023.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2026, filed 6 May 2026.