SIC
SO icon

Shoker Investment Counsel’s Southern Company SO Stock Holding History

Shoker Investment Counsel’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 		$2.99M Sell
30,946
-573
-2% -$53K 0.89% 30
2025
Q4 		$2.75M Buy
31,519
+853
+3% +$77.9K 0.81% 37
2025
Q3 		$2.91M Buy
30,666
+87
+0.3% +$8.12K 0.86% 35
2025
Q2 		$2.81M Buy
30,579
+185
+0.6% +$16.6K 0.88% 35
2025
Q1 		$2.79M Buy
30,394
+1,013
+3% +$87.7K 0.94% 36
2024
Q4 		$2.42M Buy
29,381
+993
+3% +$87.1K 0.82% 44
2024
Q3 		$2.56M Buy
28,388
+169
+0.6% +$14.4K 0.86% 41
2024
Q2 		$2.19M Buy
+28,219
New +$2.14M 0.77% 45
2022
Q2 		– Sell
-3,404
Closed -$246K – 94
2022
Q1 		$246K Sell
3,404
-254
-7% -$17.2K 0.12% 84
2021
Q4 		$250K Buy
3,658
+16
+0.4% +$1.02K 0.11% 88
2021
Q3 		$225K Buy
3,642
+16
+0.4% +$1.03K 0.11% 89
2021
Q2 		$219K Buy
3,626
+29
+0.8% +$1.85K 0.11% 90
2021
Q1 		$223K Buy
3,597
+30
+0.8% +$1.8K 0.12% 86
2020
Q4 		$219K Buy
+3,567
New +$214K 0.12% 84
2018
Q3 		– Sell
-20,528
Closed -$950K – 107
2018
Q2 		$950K Buy
20,528
+4,767
+30% +$213K 0.71% 44
2018
Q1 		$703K Buy
15,761
+2,923
+23% +$130K 0.53% 52
2017
Q4 		$617K Buy
12,838
+3,685
+40% +$188K 0.45% 58
2017
Q3 		$449K Buy
9,153
+1,808
+25% +$87.6K 0.34% 67
2017
Q2 		$351K Buy
7,345
+259
+4% +$13K 0.28% 77
2017
Q1 		$352K Buy
7,086
+611
+9% +$30.2K 0.3% 76
2016
Q4 		$318K Buy
6,475
+166
+3% +$8.16K 0.26% 82
2016
Q3 		$323K Buy
6,309
+763
+14% +$40.2K 0.27% 77
2016
Q2 		$297K Buy
5,546
+1,420
+34% +$71.4K 0.26% 80
2016
Q1 		$213K Buy
+4,126
New +$201K 0.2% 95

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

Shoker Investment Counsel's SO Position: Q1 2026 in Review

Shoker Investment Counsel reduced its Southern Company (SO) stake by 1.8% in Q1 2026, selling an estimated $53K and leaving 30,946 shares worth $2.99M. The position accounts for 0.89% of the portfolio, ranked #30.

Shoker Investment Counsel first reported a position in SO in Q1 2016 and has held it in 24 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Shoker Investment Counsel held 30,946 shares of Southern Company worth $2.99M as of Q1 2026.
  • Shoker Investment Counsel sold 573 Southern Company shares in Q1 2026, an estimated $53K.
  • Southern Company made up 0.89% of Shoker Investment Counsel's portfolio in Q1 2026, its #30 holding.
  • Shoker Investment Counsel first reported a position in Southern Company in Q1 2016 and has held it in 24 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.