Oppenheimer & Co’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 | $6.42M | Buy |
66,497
+1,031
| +2% | +$95.4K | 0.08% | 281 |
|
|
2025
Q4 | $5.71M | Sell |
65,466
-748
| -1% | -$68.3K | 0.08% | 277 |
|
|
2025
Q3 | $6.28M | Sell |
66,214
-1,766
| -3% | -$165K | 0.08% | 284 |
|
|
2025
Q2 | $6.24M | Buy |
67,980
+9,086
| +15% | +$816K | 0.08% | 261 |
|
|
2025
Q1 | $5.42M | Sell |
58,894
-10,714
| -15% | -$927K | 0.08% | 271 |
|
|
2024
Q4 | $5.73M | Sell |
69,608
-591
| -0.8% | -$51.9K | 0.09% | 254 |
|
|
2024
Q3 | $6.33M | Sell |
70,199
-1,953
| -3% | -$167K | 0.1% | 232 |
|
|
2024
Q2 | $5.6M | Buy |
72,152
+4,847
| +7% | +$367K | 0.09% | 249 |
|
|
2024
Q1 | $4.83M | Sell |
67,305
-7,117
| -10% | -$491K | 0.08% | 275 |
|
|
2023
Q4 | $5.22M | Buy |
74,422
+2,848
| +4% | +$196K | 0.1% | 242 |
|
|
2023
Q3 | $4.63M | Sell |
71,574
-12,881
| -15% | -$894K | 0.1% | 244 |
|
|
2023
Q2 | $5.93M | Buy |
84,455
+1,237
| +1% | +$88.7K | 0.12% | 197 |
|
|
2023
Q1 | $5.79M | Buy |
83,218
+2,213
| +3% | +$149K | 0.12% | 203 |
|
|
2022
Q4 | $5.78M | Buy |
81,005
+23,500
| +41% | +$1.57M | 0.13% | 188 |
|
|
2022
Q3 | $3.91M | Sell |
57,505
-14,907
| -21% | -$1.13M | 0.09% | 267 |
|
|
2022
Q2 | $5.16M | Buy |
72,412
+9,304
| +15% | +$683K | 0.11% | 224 |
|
|
2022
Q1 | $4.58M | Sell |
63,108
-13,872
| -18% | -$939K | 0.08% | 288 |
|
|
2021
Q4 | $5.28M | Buy |
76,980
+2,961
| +4% | +$189K | 0.09% | 249 |
|
|
2021
Q3 | $4.59M | Buy |
74,019
+4,800
| +7% | +$309K | 0.09% | 273 |
|
|
2021
Q2 | $4.19M | Buy |
69,219
+3,429
| +5% | +$219K | 0.08% | 309 |
|
|
2021
Q1 | $4.09M | Sell |
65,790
-1,664
| -2% | -$99.6K | 0.08% | 290 |
|
|
2020
Q4 | $4.14M | Buy |
67,454
+908
| +1% | +$54.6K | 0.09% | 264 |
|
|
2020
Q3 | $3.61M | Sell |
66,546
-27,620
| -29% | -$1.48M | 0.09% | 260 |
|
|
2020
Q2 | $4.88M | Buy |
94,166
+21,463
| +30% | +$1.19M | 0.13% | 179 |
|
|
2020
Q1 | $3.94M | Buy |
72,703
+3,680
| +5% | +$233K | 0.12% | 182 |
|
|
2019
Q4 | $4.4M | Buy |
69,023
+1,038
| +2% | +$64.3K | 0.11% | 210 |
|
|
2019
Q3 | $4.2M | Sell |
67,985
-114
| -0.2% | -$6.61K | 0.11% | 200 |
|
|
2019
Q2 | $3.76M | Sell |
68,099
-553
| -0.8% | -$29.6K | 0.1% | 224 |
|
|
2019
Q1 | $3.55M | Sell |
68,652
-4,556
| -6% | -$223K | 0.09% | 244 |
|
|
2018
Q4 | $3.21M | Sell |
73,208
-726
| -1% | -$33K | 0.1% | 222 |
|
|
2018
Q3 | $3.22M | Buy |
73,934
+8,447
| +13% | +$389K | 0.08% | 273 |
|
|
2018
Q2 | $3.03M | Sell |
65,487
-8,625
| -12% | -$386K | 0.08% | 283 |
|
|
2018
Q1 | $3.31M | Buy |
74,112
+11,840
| +19% | +$526K | 0.09% | 266 |
|
|
2017
Q4 | $2.99M | Sell |
62,272
-606
| -1% | -$30.9K | 0.08% | 296 |
|
|
2017
Q3 | $3.09M | Sell |
62,878
-4,089
| -6% | -$198K | 0.08% | 283 |
|
|
2017
Q2 | $3.21M | Sell |
66,967
-2,658
| -4% | -$133K | 0.09% | 277 |
|
|
2017
Q1 | $3.47M | Buy |
69,625
+2,306
| +3% | +$114K | 0.1% | 252 |
|
|
2016
Q4 | $3.31M | Buy |
67,319
+6,157
| +10% | +$302K | 0.1% | 255 |
|
|
2016
Q3 | $3.14M | Buy |
61,162
+3,437
| +6% | +$181K | 0.09% | 255 |
|
|
2016
Q2 | $3.1M | Sell |
57,725
-10,764
| -16% | -$541K | 0.09% | 258 |
|
|
2016
Q1 | $3.54M | Sell |
68,489
-247
| -0.4% | -$12K | 0.11% | 219 |
|
|
2015
Q4 | $3.22M | Sell |
68,736
-6,663
| -9% | -$302K | 0.1% | 246 |
|
|
2015
Q3 | $3.37M | Sell |
75,399
-1,014
| -1% | -$44.5K | 0.1% | 226 |
|
|
2015
Q2 | $3.2M | Buy |
76,413
+12,613
| +20% | +$550K | 0.09% | 267 |
|
|
2015
Q1 | $2.83M | Buy |
63,800
+6,183
| +11% | +$294K | 0.08% | 298 |
|
|
2014
Q4 | $2.83M | Sell |
57,617
-18,328
| -24% | -$866K | 0.08% | 291 |
|
|
2014
Q3 | $3.31M | Sell |
75,945
-858
| -1% | -$37.7K | 0.1% | 249 |
|
|
2014
Q2 | $3.48M | Sell |
76,803
-7,045
| -8% | -$311K | 0.1% | 239 |
|
|
2014
Q1 | $3.69M | Buy |
83,848
+15,373
| +22% | +$644K | 0.11% | 221 |
|
|
2013
Q4 | $2.81M | Sell |
68,475
-7,610
| -10% | -$314K | 0.09% | 273 |
|
|
2013
Q3 | $3.13M | Buy |
76,085
+15,230
| +25% | +$656K | 0.11% | 232 |
|
|
2013
Q2 | $2.69M | Buy |
+60,855
| New | +$2.8M | 0.1% | 244 |
|
Other funds holding SO
VCM
VPM
Oppenheimer & Co's SO Position: Q1 2026 in Review
Oppenheimer & Co increased its Southern Company (SO) stake by 1.6% in Q1 2026, buying an estimated $95.4K and bringing the position to 66,497 shares worth $6.42M. The position accounts for 0.08% of the portfolio, ranked #281.
Oppenheimer & Co 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.
- Oppenheimer & Co held 66,497 shares of Southern Company worth $6.42M as of Q1 2026.
- Oppenheimer & Co bought 1,031 Southern Company shares in Q1 2026, an estimated $95.4K.
- Southern Company made up 0.08% of Oppenheimer & Co's portfolio in Q1 2026, its #281 holding.
- Oppenheimer & Co 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 Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.