SM
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Sciencast Management’s Southern Company SO Stock Holding History

Sciencast 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 		$5.99M Sell
62,095
-6,342
-9% -$587K 0.76% 61
2025
Q4 		$5.97M Buy
68,437
+22,457
+49% +$2.05M 0.83% 9
2025
Q3 		$4.36M Buy
+45,980
New +$4.29M 0.82% 34
2023
Q3 		– Sell
-5,946
Closed -$422K – 447
2023
Q2 		$422K Sell
5,946
-5,333
-47% -$382K 0.34% 127
2023
Q1 		$828K Buy
+11,279
New +$759K 1.1% 7
2022
Q2 		$3.74M Buy
+48,215
New +$3.54M 0.84% 19
2022
Q1 		– Sell
-70,216
Closed -$4.84M – 748
2021
Q4 		$4.84M Buy
70,216
+58,072
+478% +$3.7M 0.85% 11
2021
Q3 		$748K Sell
12,144
-1,778
-13% -$114K 0.21% 154
2021
Q2 		$851K Buy
+13,922
New +$890K 0.18% 171
2021
Q1 		– Sell
-37,396
Closed -$2.29M – 654
2020
Q4 		$2.29M Buy
37,396
+16,783
+81% +$1.01M 0.48% 55
2020
Q3 		$1.21M Buy
20,613
+2,263
+12% +$121K 0.46% 61
2020
Q2 		$983K Sell
18,350
-3,656
-17% -$203K 0.25% 138
2020
Q1 		$1.15M Buy
+22,006
New +$1.39M 0.32% 31
2019
Q2 		– Sell
-16,666
Closed -$862K – 454
2019
Q1 		$862K Buy
16,666
+5,723
+52% +$281K 0.31% 111
2018
Q4 		$525K Buy
+10,943
New +$497K 0.47% 85
2018
Q2 		– Sell
-13,412
Closed -$615K – 390
2018
Q1 		$615K Buy
13,412
+3,400
+34% +$151K 0.31% 119
2017
Q4 		$446K Buy
+10,012
New +$510K 0.24% 168
2017
Q3 		– Sell
-33,926
Closed -$1.62M – 452
2017
Q2 		$1.62M Buy
33,926
+16,877
+99% +$846K 0.9% 5
2017
Q1 		$849 Buy
+17,049
New +$843K 0.47% 67
2016
Q4 		– Sell
-16,320
Closed -$839K – 236
2016
Q3 		$839K Buy
+16,320
New +$859K 2.49% 4

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

Sciencast Management's SO Position: Q1 2026 in Review

Sciencast Management reduced its Southern Company (SO) stake by 9.3% in Q1 2026, selling an estimated $587K and leaving 62,095 shares worth $5.99M. The position accounts for 0.76% of the portfolio, ranked #61.

Sciencast Management first reported a position in SO in Q3 2016 and has held it in 20 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Sciencast Management held 62,095 shares of Southern Company worth $5.99M as of Q1 2026.
  • Sciencast Management sold 6,342 Southern Company shares in Q1 2026, an estimated $587K.
  • Southern Company made up 0.76% of Sciencast Management's portfolio in Q1 2026, its #61 holding.
  • Sciencast Management first reported a position in Southern Company in Q3 2016 and has held it in 20 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sciencast Management's 13F filing for Q1 2026, filed 14 May 2026.