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O'Brien Greene & Co’s Southern Company SO Stock Holding History

O'Brien Greene & Co’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 		$362K Hold
3,750
– – 0.1% 107
2025
Q4 		$327K Hold
3,750
– – 0.1% 112
2025
Q3 		$355K Sell
3,750
-71
-2% -$6.63K 0.11% 105
2025
Q2 		$351K Hold
3,821
– – 0.11% 100
2025
Q1 		$351K Hold
3,821
– – 0.12% 99
2024
Q4 		$315K Buy
3,821
+71
+2% +$6.23K 0.1% 108
2024
Q3 		$338K Sell
3,750
-71
-2% -$6.07K 0.11% 106
2024
Q2 		$296K Buy
3,821
+71
+2% +$5.38K 0.09% 111
2024
Q1 		$269K Sell
3,750
-670
-15% -$46.3K 0.09% 115
2023
Q4 		$310K Sell
4,420
-146
-3% -$10K 0.11% 105
2023
Q3 		$296K Hold
4,566
– – 0.11% 108
2023
Q2 		$321K Sell
4,566
-922
-17% -$66.1K 0.11% 107
2023
Q1 		$382K Hold
5,488
– – 0.14% 95
2022
Q4 		$392K Sell
5,488
-11,189
-67% -$748K 0.15% 96
2022
Q3 		$1.13M Buy
16,677
+11,116
+200% +$842K 0.15% 98
2022
Q2 		$397K Buy
5,561
+46
+0.8% +$3.38K 0.15% 97
2022
Q1 		$400K Hold
5,515
– – 0.13% 104
2021
Q4 		$378K Buy
5,515
+71
+1% +$4.53K 0.12% 109
2021
Q3 		$337K Hold
5,444
– – 0.12% 109
2021
Q2 		$329K Sell
5,444
-1,000
-16% -$64K 0.12% 111
2021
Q1 		$401K Sell
6,444
-3,045
-32% -$182K 0.16% 91
2020
Q4 		$582K Buy
9,489
+3,045
+47% +$183K 0.24% 73
2020
Q3 		$349K Sell
6,444
-100
-2% -$5.34K 0.17% 81
2020
Q2 		$340K Hold
6,544
– – 0.18% 81
2020
Q1 		$354K Hold
6,544
– – 0.24% 75
2019
Q4 		$416K Hold
6,544
– – 0.21% 83
2019
Q3 		$404K Sell
6,544
-225
-3% -$13K 0.22% 82
2019
Q2 		$374K Sell
6,769
-2,301
-25% -$123K 0.2% 87
2019
Q1 		$469K Sell
9,070
-690
-7% -$33.8K 0.24% 83
2018
Q4 		$429K Buy
+9,760
New +$444K 0.26% 71

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

O'Brien Greene & Co's SO Position: Q1 2026 in Review

O'Brien Greene & Co held its Southern Company (SO) position steady in Q1 2026 at 3,750 shares worth $362K. The position accounts for 0.1% of the portfolio, ranked #107.

O'Brien Greene & Co first reported a position in SO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.13M in Q3 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • O'Brien Greene & Co held 3,750 shares of Southern Company worth $362K as of Q1 2026.
  • O'Brien Greene & Co left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.1% of O'Brien Greene & Co's portfolio in Q1 2026, its #107 holding.
  • O'Brien Greene & Co first reported a position in Southern Company in Q4 2018 and has held it in 30 quarters since.
  • O'Brien Greene & Co's Southern Company position peaked at $1.13M in Q3 2022.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.