Parsons Capital Management’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 | $2.01M | Buy |
20,792
+768
| +4% | +$71K | 0.09% | 187 |
|
|
2025
Q4 | $1.75M | Buy |
20,024
+5
| +0% | +$456 | 0.1% | 186 |
|
|
2025
Q3 | $1.9M | Sell |
20,019
-305
| -2% | -$28.5K | 0.11% | 173 |
|
|
2025
Q2 | $1.87M | Buy |
20,324
+500
| +3% | +$44.9K | 0.11% | 169 |
|
|
2025
Q1 | $1.82M | Sell |
19,824
-616
| -3% | -$53.3K | 0.1% | 175 |
|
|
2024
Q4 | $1.68M | Sell |
20,440
-213
| -1% | -$18.7K | 0.09% | 180 |
|
|
2024
Q3 | $1.86M | Hold |
20,653
| – | – | 0.12% | 167 |
|
|
2024
Q2 | $1.6M | Hold |
20,653
| – | – | 0.11% | 171 |
|
|
2024
Q1 | $1.48M | Hold |
20,653
| – | – | 0.1% | 184 |
|
|
2023
Q4 | $1.45M | Hold |
20,653
| – | – | 0.1% | 181 |
|
|
2023
Q3 | $1.34M | Hold |
20,653
| – | – | 0.11% | 176 |
|
|
2023
Q2 | $1.45M | Hold |
20,653
| – | – | 0.11% | 169 |
|
|
2023
Q1 | $1.44M | Sell |
20,653
-447
| -2% | -$30.1K | 0.12% | 167 |
|
|
2022
Q4 | $1.51M | Hold |
21,100
| – | – | 0.13% | 158 |
|
|
2022
Q3 | $1.44M | Buy |
21,100
+47
| +0.2% | +$3.56K | 0.13% | 149 |
|
|
2022
Q2 | $1.5M | Sell |
21,053
-1,015
| -5% | -$74.5K | 0.13% | 150 |
|
|
2022
Q1 | $1.6M | Sell |
22,068
-550
| -2% | -$37.2K | 0.12% | 157 |
|
|
2021
Q4 | $1.55M | Sell |
22,618
-149
| -0.7% | -$9.5K | 0.11% | 173 |
|
|
2021
Q3 | $1.41M | Sell |
22,767
-1,001
| -4% | -$64.4K | 0.11% | 180 |
|
|
2021
Q2 | $1.44M | Sell |
23,768
-500
| -2% | -$32K | 0.11% | 174 |
|
|
2021
Q1 | $1.51M | Sell |
24,268
-172
| -0.7% | -$10.3K | 0.12% | 166 |
|
|
2020
Q4 | $1.5M | Sell |
24,440
-1,223
| -5% | -$73.5K | 0.13% | 156 |
|
|
2020
Q3 | $1.39M | Sell |
25,663
-675
| -3% | -$36.1K | 0.14% | 147 |
|
|
2020
Q2 | $1.37M | Sell |
26,338
-650
| -2% | -$36.1K | 0.15% | 136 |
|
|
2020
Q1 | $1.46M | Sell |
26,988
-1,025
| -4% | -$64.9K | 0.19% | 113 |
|
|
2019
Q4 | $1.78M | Sell |
28,013
-290
| -1% | -$18K | 0.18% | 121 |
|
|
2019
Q3 | $1.75M | Sell |
28,303
-250
| -0.9% | -$14.5K | 0.19% | 120 |
|
|
2019
Q2 | $1.58M | Sell |
28,553
-460
| -2% | -$24.6K | 0.17% | 129 |
|
|
2019
Q1 | $1.5M | Buy |
29,013
+280
| +1% | +$13.7K | 0.16% | 132 |
|
|
2018
Q4 | $1.26M | Sell |
28,733
-3,780
| -12% | -$172K | 0.16% | 137 |
|
|
2018
Q3 | $1.42M | Sell |
32,513
-715
| -2% | -$33K | 0.15% | 142 |
|
|
2018
Q2 | $1.54M | Sell |
33,228
-500
| -1% | -$22.4K | 0.17% | 128 |
|
|
2018
Q1 | $1.51M | Sell |
33,728
-2,600
| -7% | -$115K | 0.18% | 128 |
|
|
2017
Q4 | $1.75M | Sell |
36,328
-1,105
| -3% | -$56.3K | 0.19% | 122 |
|
|
2017
Q3 | $1.84M | Sell |
37,433
-1,450
| -4% | -$70.3K | 0.22% | 115 |
|
|
2017
Q2 | $1.86M | Buy |
38,883
+317
| +0.8% | +$15.9K | 0.23% | 112 |
|
|
2017
Q1 | $1.92M | Sell |
38,566
-192
| -0.5% | -$9.49K | 0.24% | 110 |
|
|
2016
Q4 | $1.91M | Buy |
38,758
+260
| +0.7% | +$12.8K | 0.25% | 102 |
|
|
2016
Q3 | $1.98M | Buy |
38,498
+140
| +0.4% | +$7.37K | 0.27% | 99 |
|
|
2016
Q2 | $2.06M | Buy |
38,358
+49
| +0.1% | +$2.46K | 0.28% | 92 |
|
|
2016
Q1 | $1.98M | Buy |
38,309
+210
| +0.6% | +$10.2K | 0.27% | 95 |
|
|
2015
Q4 | $1.78M | Sell |
38,099
-1,280
| -3% | -$58K | 0.25% | 107 |
|
|
2015
Q3 | $1.76M | Sell |
39,379
-575
| -1% | -$25.2K | 0.26% | 105 |
|
|
2015
Q2 | $1.67M | Sell |
39,954
-807
| -2% | -$35.2K | 0.22% | 119 |
|
|
2015
Q1 | $1.8M | Sell |
40,761
-2,449
| -6% | -$116K | 0.25% | 108 |
|
|
2014
Q4 | $2.12M | Buy |
43,210
+415
| +1% | +$19.6K | 0.28% | 95 |
|
|
2014
Q3 | $1.87M | Sell |
42,795
-260
| -0.6% | -$11.4K | 0.26% | 104 |
|
|
2014
Q2 | $1.95M | Sell |
43,055
-8,734
| -17% | -$386K | 0.27% | 98 |
|
|
2014
Q1 | $2.27M | Sell |
51,789
-7,115
| -12% | -$298K | 0.32% | 80 |
|
|
2013
Q4 | $2.42M | Buy |
58,904
+216
| +0.4% | +$8.91K | 0.36% | 73 |
|
|
2013
Q3 | $2.42M | Sell |
58,688
-3,869
| -6% | -$167K | 0.4% | 69 |
|
|
2013
Q2 | $2.76M | Buy |
+62,557
| New | +$2.88M | 0.47% | 57 |
|
Other funds holding SO
VCM
VPM
Parsons Capital Management's SO Position: Q1 2026 in Review
Parsons Capital Management increased its Southern Company (SO) stake by 3.8% in Q1 2026, buying an estimated $71K and bringing the position to 20,792 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #187.
Parsons Capital Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.76M in Q2 2013. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Parsons Capital Management held 20,792 shares of Southern Company worth $2.01M as of Q1 2026.
- Parsons Capital Management bought 768 Southern Company shares in Q1 2026, an estimated $71K.
- Southern Company made up 0.09% of Parsons Capital Management's portfolio in Q1 2026, its #187 holding.
- Parsons Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Parsons Capital Management's Southern Company position peaked at $2.76M in Q2 2013.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.