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Sigma Investment Counselors’s Southern Company SO Stock Holding History

Sigma Investment Counselors’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 		$465K Buy
4,822
+4
+0.1% +$370 0.02% 128
2025
Q4 		$420K Buy
4,818
+10
+0.2% +$913 0.02% 147
2025
Q3 		$456K Sell
4,808
-322
-6% -$30.1K 0.02% 140
2025
Q2 		$471K Sell
5,130
-47
-0.9% -$4.22K 0.03% 130
2025
Q1 		$476K Buy
5,177
+68
+1% +$5.89K 0.03% 124
2024
Q4 		$421K Buy
5,109
+10
+0.2% +$877 0.02% 137
2024
Q3 		$460K Buy
5,099
+10
+0.2% +$854 0.03% 128
2024
Q2 		$395K Buy
5,089
+11
+0.2% +$834 0.02% 134
2024
Q1 		$364K Buy
5,078
+12
+0.2% +$828 0.02% 148
2023
Q4 		$355K Buy
5,066
+11
+0.2% +$755 0.03% 152
2023
Q3 		$327K Buy
5,055
+13
+0.3% +$902 0.02% 151
2023
Q2 		$354K Sell
5,042
-598
-11% -$42.9K 0.03% 144
2023
Q1 		$392K Buy
5,640
+622
+12% +$41.9K 0.03% 140
2022
Q4 		$358K Buy
5,018
+11
+0.2% +$735 0.03% 142
2022
Q3 		$340K Buy
5,007
+10
+0.2% +$758 0.03% 139
2022
Q2 		$356K Buy
4,997
+10
+0.2% +$734 0.03% 138
2022
Q1 		$362K Sell
4,987
-121
-2% -$8.2K 0.03% 144
2021
Q4 		$350K Buy
5,108
+144
+3% +$9.18K 0.02% 145
2021
Q3 		$308K Buy
4,964
+10
+0.2% +$644 0.02% 151
2021
Q2 		$300K Buy
4,954
+11
+0.2% +$703 0.02% 153
2021
Q1 		$307K Buy
4,943
+12
+0.2% +$718 0.02% 149
2020
Q4 		$303K Buy
+4,931
New +$296K 0.03% 145
2020
Q3 		– Sell
-4,911
Closed -$255K – 152
2020
Q2 		$255K Buy
4,911
+9
+0.2% +$500 0.03% 134
2020
Q1 		$265K Buy
4,902
+7
+0.1% +$443 0.03% 127
2019
Q4 		$312K Sell
4,895
-200
-4% -$12.4K 0.03% 123
2019
Q3 		$315K Buy
5,095
+1,099
+28% +$63.7K 0.04% 121
2019
Q2 		$221K Hold
3,996
– – 0.03% 149
2019
Q1 		$207K Buy
+3,996
New +$196K 0.03% 151

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

Sigma Investment Counselors's SO Position: Q1 2026 in Review

Sigma Investment Counselors increased its Southern Company (SO) stake by 0.08% in Q1 2026, buying an estimated $370 and bringing the position to 4,822 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #128.

Sigma Investment Counselors first reported a position in SO in Q1 2019 and has held it in 28 quarters since. The position peaked at $476K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Sigma Investment Counselors held 4,822 shares of Southern Company worth $465K as of Q1 2026.
  • Sigma Investment Counselors bought 4 Southern Company shares in Q1 2026, an estimated $370.
  • Southern Company made up 0.02% of Sigma Investment Counselors's portfolio in Q1 2026, its #128 holding.
  • Sigma Investment Counselors first reported a position in Southern Company in Q1 2019 and has held it in 28 quarters since.
  • Sigma Investment Counselors's Southern Company position peaked at $476K in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.