SC
SO icon

Searle & Co’s Southern Company SO Stock Holding History

Searle & 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 		$614K Hold
6,358
– – 0.15% 113
2025
Q4 		$554K Buy
6,358
+100
+2% +$9.13K 0.14% 110
2025
Q3 		$593K Sell
6,258
-992
-14% -$92.6K 0.16% 105
2025
Q2 		$666K Sell
7,250
-1,000
-12% -$89.8K 0.19% 96
2025
Q1 		$759K Buy
8,250
+2,500
+43% +$216K 0.22% 87
2024
Q4 		$473K Buy
5,750
+1,892
+49% +$166K 0.14% 112
2024
Q3 		$348K Sell
3,858
-1,914
-33% -$163K 0.09% 126
2024
Q2 		$448K Buy
5,772
+1,914
+50% +$145K 0.1% 115
2024
Q1 		$277K Hold
3,858
– – 0.07% 136
2023
Q4 		$271K Sell
3,858
-318
-8% -$21.8K 0.07% 139
2023
Q3 		$270K Sell
4,176
-60
-1% -$4.16K 0.09% 124
2023
Q2 		$306K Sell
4,236
-40
-0.9% -$2.87K 0.09% 124
2023
Q1 		$315K Sell
4,276
-824
-16% -$55.5K 0.1% 120
2022
Q4 		$364K Sell
5,100
-2,000
-28% -$134K 0.12% 113
2022
Q3 		$483K Hold
7,100
– – 0.19% 96
2022
Q2 		$506K Buy
7,100
+3,000
+73% +$220K 0.2% 97
2022
Q1 		$297K Hold
4,100
– – 0.11% 132
2021
Q4 		$281K Hold
4,100
– – 0.1% 133
2021
Q3 		$254K Hold
4,100
– – 0.1% 128
2021
Q2 		$248K Hold
4,100
– – 0.1% 128
2021
Q1 		$255K Hold
4,100
– – 0.11% 120
2020
Q4 		$252K Buy
+4,100
New +$246K 0.12% 118
2015
Q3 		– Sell
-136
Closed -$5K – 233
2015
Q2 		$5K Sell
136
-151
-53% -$6.58K ﹤0.01% 297
2015
Q1 		$12K Buy
287
+1
+0.3% +$48 0.01% 272
2014
Q4 		$14K Buy
+286
New +$13.5K 0.01% 286

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

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

Searle & Co held its Southern Company (SO) position steady in Q1 2026 at 6,358 shares worth $614K. The position accounts for 0.15% of the portfolio, ranked #113.

Searle & Co first reported a position in SO in Q4 2014 and has held it in 25 quarters since. The position peaked at $759K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Searle & Co held 6,358 shares of Southern Company worth $614K as of Q1 2026.
  • Searle & Co left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.15% of Searle & Co's portfolio in Q1 2026, its #113 holding.
  • Searle & Co first reported a position in Southern Company in Q4 2014 and has held it in 25 quarters since.
  • Searle & Co's Southern Company position peaked at $759K in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.