Shelton 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 | $1.84M | Sell |
19,014
-94,469
| -83% | -$8.74M | 0.04% | 223 |
|
|
2025
Q4 | $9.9M | Sell |
113,483
-46,538
| -29% | -$4.25M | 0.2% | 106 |
|
|
2025
Q3 | $15.2M | Sell |
160,021
-1,597
| -1% | -$149K | 0.32% | 74 |
|
|
2025
Q2 | $14.8M | Buy |
161,618
+141,430
| +701% | +$12.7M | 0.34% | 72 |
|
|
2025
Q1 | $1.86M | Sell |
20,188
-160
| -0.8% | -$13.9K | 0.04% | 231 |
|
|
2024
Q4 | $1.68M | Sell |
20,348
-3,700
| -15% | -$325K | 0.04% | 242 |
|
|
2024
Q3 | $2.17M | Sell |
24,048
-4,461
| -16% | -$381K | 0.06% | 235 |
|
|
2024
Q2 | $2.21M | Sell |
28,509
-20,000
| -41% | -$1.52M | 0.06% | 233 |
|
|
2024
Q1 | $3.48M | Sell |
48,509
-500
| -1% | -$34.5K | 0.1% | 204 |
|
|
2023
Q4 | $3.44M | Sell |
49,009
-10,266
| -17% | -$705K | 0.11% | 197 |
|
|
2023
Q3 | $3.84M | Buy |
59,275
+11,411
| +24% | +$792K | 0.14% | 174 |
|
|
2023
Q2 | $3.36M | Buy |
47,864
+4,782
| +11% | +$343K | 0.12% | 173 |
|
|
2023
Q1 | $3M | Buy |
43,082
+9,082
| +27% | +$612K | 0.12% | 174 |
|
|
2022
Q4 | $2.43M | Sell |
34,000
-18,312
| -35% | -$1.22M | 0.25% | 140 |
|
|
2022
Q3 | $3.56M | Sell |
52,312
-18,000
| -26% | -$1.36M | 0.17% | 140 |
|
|
2022
Q2 | $5.01M | Hold |
70,312
| – | – | 0.23% | 101 |
|
|
2022
Q1 | $5.1M | Buy |
70,312
+15,890
| +29% | +$1.08M | 0.19% | 118 |
|
|
2021
Q4 | $3.73M | Buy |
54,422
+161
| +0.3% | +$10.3K | 0.13% | 166 |
|
|
2021
Q3 | $3.36M | Buy |
54,261
+45,000
| +486% | +$2.9M | 0.13% | 171 |
|
|
2021
Q2 | $560K | Sell |
9,261
-10,025
| -52% | -$641K | 0.02% | 350 |
|
|
2021
Q1 | $1.2M | Buy |
19,286
+9,727
| +102% | +$582K | 0.04% | 279 |
|
|
2020
Q4 | $587K | Buy |
9,559
+695
| +8% | +$41.8K | 0.03% | 323 |
|
|
2020
Q3 | $481K | Hold |
8,864
| – | – | 0.02% | 441 |
|
|
2020
Q2 | $460K | Sell |
8,864
-352
| -4% | -$19.6K | 0.03% | 342 |
|
|
2020
Q1 | $499K | Sell |
9,216
-49,200
| -84% | -$3.12M | 0.04% | 291 |
|
|
2019
Q4 | $3.72M | Buy |
58,416
+47,500
| +435% | +$2.94M | 0.21% | 100 |
|
|
2019
Q3 | $674K | Hold |
10,916
| – | – | 0.04% | 284 |
|
|
2019
Q2 | $603K | Buy |
10,916
+10,249
| +1,537% | +$549K | 0.03% | 299 |
|
|
2019
Q1 | $12.9K | Sell |
667
-10,249
| -94% | -$502K | 0.05% | 312 |
|
|
2018
Q4 | $479K | Buy |
10,916
+1,500
| +16% | +$68.2K | 0.03% | 322 |
|
|
2018
Q3 | $411K | Buy |
9,416
+400
| +4% | +$18.4K | 0.02% | 427 |
|
|
2018
Q2 | $418K | Sell |
9,016
-2,208
| -20% | -$98.8K | 0.03% | 410 |
|
|
2018
Q1 | $501K | Hold |
11,224
| – | – | 0.03% | 355 |
|
|
2017
Q4 | $540K | Hold |
11,224
| – | – | 0.03% | 360 |
|
|
2017
Q3 | $552K | Hold |
11,224
| – | – | 0.04% | 338 |
|
|
2017
Q2 | $537K | Sell |
11,224
-202
| -2% | -$10.1K | 0.04% | 348 |
|
|
2017
Q1 | $569K | Buy |
11,426
+1,154
| +11% | +$57K | 0.04% | 331 |
|
|
2016
Q4 | $505K | Hold |
10,272
| – | – | 0.04% | 357 |
|
|
2016
Q3 | $527K | Sell |
10,272
-2,198
| -18% | -$116K | 0.04% | 347 |
|
|
2016
Q2 | $669K | Buy |
12,470
+1,230
| +11% | +$61.9K | 0.06% | 292 |
|
|
2016
Q1 | $581K | Sell |
11,240
-1,240
| -10% | -$60.4K | 0.05% | 320 |
|
|
2015
Q4 | $584K | Buy |
12,480
+1,260
| +11% | +$57.1K | 0.06% | 314 |
|
|
2015
Q3 | $502K | Sell |
11,220
-15,000
| -57% | -$658K | 0.06% | 345 |
|
|
2015
Q2 | $1.1M | Sell |
26,220
-25,512
| -49% | -$1.11M | 0.11% | 170 |
|
|
2015
Q1 | $2.29M | Buy |
51,732
+1,200
| +2% | +$57K | 0.25% | 87 |
|
|
2014
Q4 | $2.48M | Buy |
50,532
+3,520
| +7% | +$166K | 0.29% | 74 |
|
|
2014
Q3 | $2.05M | Buy |
47,012
+27,100
| +136% | +$1.19M | 0.28% | 78 |
|
|
2014
Q2 | $904K | Hold |
19,912
| – | – | 0.13% | 167 |
|
|
2014
Q1 | $875K | Hold |
19,912
| – | – | 0.13% | 161 |
|
|
2013
Q4 | $819K | Sell |
19,912
-2,000
| -9% | -$82.5K | 0.12% | 167 |
|
|
2013
Q3 | $902K | Hold |
21,912
| – | – | 0.15% | 141 |
|
|
2013
Q2 | $967K | Buy |
+21,912
| New | +$1.01M | 0.18% | 116 |
|
Other funds holding SO
VCM
VPM
Shelton Capital Management's SO Position: Q1 2026 in Review
Shelton Capital Management reduced its Southern Company (SO) stake by 83% in Q1 2026, selling an estimated $8.74M and leaving 19,014 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #223.
Shelton Capital Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.2M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Shelton Capital Management held 19,014 shares of Southern Company worth $1.84M as of Q1 2026.
- Shelton Capital Management sold 94,469 Southern Company shares in Q1 2026, an estimated $8.74M.
- Southern Company made up 0.04% of Shelton Capital Management's portfolio in Q1 2026, its #223 holding.
- Shelton Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Shelton Capital Management's Southern Company position peaked at $15.2M in Q3 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.