Schulhoff & Co’s Southern Company SO Stock Holding History

Schulhoff & 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	$567K	Hold	5,875	–	–	0.23%	80
2025 Q4	$512K	Hold	5,875	–	–	0.22%	85
2025 Q3	$557K	Hold	5,875	–	–	0.24%	82
2025 Q2	$540K	Hold	5,875	–	–	0.24%	79
2025 Q1	$540K	Sell	5,875 -125	-2%	-$10.8K	0.24%	75
2024 Q4	$494K	Hold	6,000	–	–	0.18%	78
2024 Q3	$541K	Hold	6,000	–	–	0.23%	79
2024 Q2	$465K	Hold	6,000	–	–	0.21%	80
2024 Q1	$430K	Hold	6,000	–	–	0.19%	80
2023 Q4	$421K	Hold	6,000	–	–	0.2%	80
2023 Q3	$388K	Hold	6,000	–	–	0.2%	79
2023 Q2	$422K	Hold	6,000	–	–	0.2%	78
2023 Q1	$417K	Hold	6,000	–	–	0.19%	78
2022 Q4	$428K	Hold	6,000	–	–	0.2%	77
2022 Q3	$408K	Hold	6,000	–	–	0.21%	78
2022 Q2	$427K	Hold	6,000	–	–	0.2%	78
2022 Q1	$435K	Hold	6,000	–	–	0.18%	76
2021 Q4	$411K	Hold	6,000	–	–	0.17%	80
2021 Q3	$371K	Hold	6,000	–	–	0.17%	83
2021 Q2	$363K	Hold	6,000	–	–	0.16%	87
2021 Q1	$372K	Hold	6,000	–	–	0.17%	83
2020 Q4	$368K	Hold	6,000	–	–	0.18%	79
2020 Q3	$325K	Hold	6,000	–	–	0.17%	77
2020 Q2	$311K	Hold	6,000	–	–	0.18%	79
2020 Q1	$324K	Hold	6,000	–	–	0.2%	75
2019 Q4	$382K	Hold	6,000	–	–	0.18%	79
2019 Q3	$370K	Buy	+6,000	New	+$348K	0.18%	80

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

Schulhoff & Co's SO Position: Q1 2026 in Review

Schulhoff & Co held its Southern Company (SO) position steady in Q1 2026 at 5,875 shares worth $567K. The position accounts for 0.23% of the portfolio, ranked #80.

Schulhoff & Co first reported a position in SO in Q3 2019 and has held it in 27 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Schulhoff & Co held 5,875 shares of Southern Company worth $567K as of Q1 2026.
Schulhoff & Co left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.23% of Schulhoff & Co's portfolio in Q1 2026, its #80 holding.
Schulhoff & Co first reported a position in Southern Company in Q3 2019 and has held it in 27 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Schulhoff & Co's 13F filing for Q1 2026, filed 11 May 2026.