SignatureFD’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 | $6.01M | Buy |
62,249
+3,749
| +6% | +$347K | 0.09% | 77 |
|
|
2025
Q4 | $5.1M | Buy |
58,500
+2,936
| +5% | +$268K | 0.08% | 92 |
|
|
2025
Q3 | $5.27M | Buy |
55,564
+1,690
| +3% | +$158K | 0.08% | 79 |
|
|
2025
Q2 | $4.95M | Buy |
53,874
+3,373
| +7% | +$303K | 0.08% | 80 |
|
|
2025
Q1 | $4.64M | Buy |
50,501
+1,741
| +4% | +$151K | 0.09% | 77 |
|
|
2024
Q4 | $4.01M | Buy |
48,760
+85
| +0.2% | +$7.46K | 0.08% | 87 |
|
|
2024
Q3 | $4.39M | Buy |
48,675
+793
| +2% | +$67.7K | 0.08% | 83 |
|
|
2024
Q2 | $3.71M | Buy |
47,882
+1,541
| +3% | +$117K | 0.08% | 94 |
|
|
2024
Q1 | $3.32M | Buy |
46,341
+793
| +2% | +$54.7K | 0.07% | 96 |
|
|
2023
Q4 | $3.19M | Buy |
45,548
+375
| +0.8% | +$25.8K | 0.07% | 95 |
|
|
2023
Q3 | $2.92M | Buy |
45,173
+1,462
| +3% | +$101K | 0.08% | 96 |
|
|
2023
Q2 | $3.07M | Buy |
43,711
+1,502
| +4% | +$108K | 0.08% | 90 |
|
|
2023
Q1 | $2.94M | Buy |
42,209
+1,410
| +3% | +$94.9K | 0.08% | 91 |
|
|
2022
Q4 | $2.91M | Sell |
40,799
-1,646
| -4% | -$110K | 0.09% | 79 |
|
|
2022
Q3 | $2.89M | Buy |
42,445
+957
| +2% | +$72.5K | 0.1% | 70 |
|
|
2022
Q2 | $2.96M | Buy |
41,488
+61
| +0.1% | +$4.48K | 0.1% | 69 |
|
|
2022
Q1 | $3M | Sell |
41,427
-3,889
| -9% | -$263K | 0.09% | 71 |
|
|
2021
Q4 | $3.11M | Buy |
45,316
+4,500
| +11% | +$287K | 0.1% | 75 |
|
|
2021
Q3 | $2.53M | Buy |
40,816
+176
| +0.4% | +$11.3K | 0.09% | 82 |
|
|
2021
Q2 | $2.46M | Sell |
40,640
-1,869
| -4% | -$120K | 0.1% | 77 |
|
|
2021
Q1 | $2.64M | Sell |
42,509
-92
| -0.2% | -$5.51K | 0.12% | 69 |
|
|
2020
Q4 | $2.62M | Sell |
42,601
-5,330
| -11% | -$320K | 0.12% | 59 |
|
|
2020
Q3 | $2.6M | Sell |
47,931
-9,587
| -17% | -$512K | 0.14% | 59 |
|
|
2020
Q2 | $2.98M | Sell |
57,518
-3,129
| -5% | -$174K | 0.18% | 40 |
|
|
2020
Q1 | $3.28M | Sell |
60,647
-73
| -0.1% | -$4.63K | 0.28% | 32 |
|
|
2019
Q4 | $3.87M | Sell |
60,720
-12,518
| -17% | -$776K | 0.29% | 31 |
|
|
2019
Q3 | $4.52M | Buy |
73,238
+7,868
| +12% | +$456K | 0.37% | 26 |
|
|
2019
Q2 | $3.61M | Buy |
65,370
+10,928
| +20% | +$585K | 0.31% | 30 |
|
|
2019
Q1 | $2.81M | Buy |
54,442
+7,073
| +15% | +$347K | 0.24% | 32 |
|
|
2018
Q4 | $2.08M | Buy |
47,369
+203
| +0.4% | +$9.23K | 0.19% | 40 |
|
|
2018
Q3 | $2.06M | Sell |
47,166
-362
| -0.8% | -$16.7K | 0.21% | 48 |
|
|
2018
Q2 | $2.2M | Buy |
47,528
+45,746
| +2,567% | +$2.05M | 0.25% | 39 |
|
|
2018
Q1 | $80K | Sell |
1,782
-44,569
| -96% | -$1.98M | 0.01% | 608 |
|
|
2017
Q4 | $2.23M | Buy |
46,351
+311
| +0.7% | +$15.8K | 0.27% | 34 |
|
|
2017
Q3 | $2.26M | Sell |
46,040
-805
| -2% | -$39K | 0.3% | 31 |
|
|
2017
Q2 | $2.24M | Buy |
46,845
+537
| +1% | +$26.9K | 0.33% | 31 |
|
|
2017
Q1 | $2.31M | Buy |
46,308
+708
| +2% | +$35K | 0.34% | 29 |
|
|
2016
Q4 | $2.24M | Sell |
45,600
-1,054
| -2% | -$51.8K | 0.38% | 30 |
|
|
2016
Q3 | $2.39M | Buy |
46,654
+45,356
| +3,494% | +$2.39M | 0.35% | 25 |
|
|
2016
Q2 | $70K | Sell |
1,298
-21,576
| -94% | -$1.09M | 0.01% | 391 |
|
|
2016
Q1 | $1.18M | Sell |
22,874
-1,753
| -7% | -$85.4K | 0.2% | 32 |
|
|
2015
Q4 | $1.15M | Buy |
24,627
+3,719
| +18% | +$169K | 0.22% | 31 |
|
|
2015
Q3 | $935K | Buy |
20,908
+663
| +3% | +$29.1K | 0.21% | 27 |
|
|
2015
Q2 | $848K | Buy |
20,245
+13,717
| +210% | +$598K | 0.18% | 37 |
|
|
2015
Q1 | $289K | Buy |
6,528
+496
| +8% | +$23.6K | 0.07% | 104 |
|
|
2014
Q4 | $296K | Buy |
6,032
+8
| +0.1% | +$378 | 0.07% | 101 |
|
|
2014
Q3 | $263K | Sell |
6,024
-539
| -8% | -$23.7K | 0.09% | 95 |
|
|
2014
Q2 | $298K | Buy |
6,563
+70
| +1% | +$3.1K | 0.1% | 89 |
|
|
2014
Q1 | $285K | Sell |
6,493
-11,210
| -63% | -$470K | 0.11% | 56 |
|
|
2013
Q4 | $728K | Sell |
17,703
-38
| -0.2% | -$1.57K | 0.27% | 29 |
|
|
2013
Q3 | $731K | Buy |
17,741
+10,281
| +138% | +$443K | 0.31% | 27 |
|
|
2013
Q2 | $329K | Buy |
+7,460
| New | +$343K | 0.17% | 59 |
|
Other funds holding SO
VCM
VPM
SignatureFD's SO Position: Q1 2026 in Review
SignatureFD increased its Southern Company (SO) stake by 6.4% in Q1 2026, buying an estimated $347K and bringing the position to 62,249 shares worth $6.01M. The position accounts for 0.09% of the portfolio, ranked #77.
SignatureFD first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- SignatureFD held 62,249 shares of Southern Company worth $6.01M as of Q1 2026.
- SignatureFD bought 3,749 Southern Company shares in Q1 2026, an estimated $347K.
- Southern Company made up 0.09% of SignatureFD's portfolio in Q1 2026, its #77 holding.
- SignatureFD first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.