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Smith, Moore & Co’s Southern Company SO Stock Holding History

Smith, Moore & 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 		$1.7M Sell
17,649
-247
-1% -$22.8K 0.12% 152
2025
Q4 		$1.56M Sell
17,896
-2,499
-12% -$228K 0.12% 147
2025
Q3 		$1.93M Buy
20,395
+874
+4% +$81.6K 0.15% 132
2025
Q2 		$1.79M Sell
19,521
-1,420
-7% -$128K 0.15% 132
2025
Q1 		$1.93M Buy
20,941
+45
+0.2% +$3.9K 0.18% 118
2024
Q4 		$1.72M Buy
20,896
+628
+3% +$55.1K 0.16% 124
2024
Q3 		$1.83M Buy
20,268
+440
+2% +$37.6K 0.17% 110
2024
Q2 		$1.54M Sell
19,828
-55
-0.3% -$4.17K 0.16% 127
2024
Q1 		$1.43M Sell
19,883
-726
-4% -$50.1K 0.15% 127
2023
Q4 		$1.45M Sell
20,609
-817
-4% -$56.1K 0.17% 114
2023
Q3 		$1.39M Buy
21,426
+72
+0.3% +$5K 0.18% 109
2023
Q2 		$1.5M Buy
21,354
+360
+2% +$25.8K 0.19% 104
2023
Q1 		$1.46M Buy
20,994
+233
+1% +$15.7K 0.2% 98
2022
Q4 		$1.48M Sell
20,761
-206
-1% -$13.8K 0.21% 91
2022
Q3 		$1.43M Sell
20,967
-1,051
-5% -$79.6K 0.22% 94
2022
Q2 		$1.57M Buy
22,018
+543
+3% +$39.9K 0.24% 89
2022
Q1 		$1.56M Sell
21,475
-279
-1% -$18.9K 0.21% 90
2021
Q4 		$1.49M Sell
21,754
-344
-2% -$21.9K 0.21% 92
2021
Q3 		$1.37M Buy
22,098
+24
+0.1% +$1.54K 0.21% 94
2021
Q2 		$1.34M Buy
22,074
+2,484
+13% +$159K 0.2% 95
2021
Q1 		$1.22M Buy
19,590
+382
+2% +$22.9K 0.2% 103
2020
Q4 		$1.18M Sell
19,208
-550
-3% -$33.1K 0.22% 85
2020
Q3 		$1.07M Buy
19,758
+1,296
+7% +$69.3K 0.22% 87
2020
Q2 		$957K Buy
18,462
+631
+4% +$35.1K 0.21% 87
2020
Q1 		$965K Sell
17,831
-374
-2% -$23.7K 0.25% 76
2019
Q4 		$1.16M Sell
18,205
-860
-5% -$53.3K 0.24% 79
2019
Q3 		$1.18M Buy
19,065
+465
+3% +$27K 0.26% 74
2019
Q2 		$1.03M Buy
18,600
+2,374
+15% +$127K 0.23% 82
2019
Q1 		$839K Buy
16,226
+1,673
+11% +$82K 0.2% 104
2018
Q4 		$639K Sell
14,553
-1,314
-8% -$59.7K 0.17% 128
2018
Q3 		$692K Buy
15,867
+2,680
+20% +$124K 0.16% 131
2018
Q2 		$611K Buy
13,187
+1,821
+16% +$81.5K 0.15% 135
2018
Q1 		$508K Sell
11,366
-3,414
-23% -$152K 0.14% 152
2017
Q4 		$711K Buy
14,780
+1,445
+11% +$73.6K 0.19% 114
2017
Q3 		$655K Buy
13,335
+1,200
+10% +$58.2K 0.19% 110
2017
Q2 		$581K Sell
12,135
-377
-3% -$18.9K 0.19% 98
2017
Q1 		$623K Sell
12,512
-193
-2% -$9.54K 0.22% 84
2016
Q4 		$625K Sell
12,705
-991
-7% -$48.7K 0.24% 79
2016
Q3 		$703K Sell
13,696
-1,369
-9% -$72.1K 0.28% 69
2016
Q2 		$808K Sell
15,065
-7,012
-32% -$353K 0.33% 61
2016
Q1 		$1.14M Buy
22,077
+656
+3% +$32K 0.49% 43
2015
Q4 		$1M Buy
21,421
+8,259
+63% +$374K 0.5% 39
2015
Q3 		$588K Buy
13,162
+335
+3% +$14.7K 0.33% 54
2015
Q2 		$537K Buy
12,827
+1,255
+11% +$54.7K 0.27% 67
2015
Q1 		$512K Sell
11,572
-542
-4% -$25.7K 0.27% 72
2014
Q4 		$595K Sell
12,114
-251
-2% -$11.9K 0.32% 60
2014
Q3 		$540K Buy
12,365
+775
+7% +$34K 0.3% 63
2014
Q2 		$526K Buy
11,590
+271
+2% +$12K 0.32% 54
2014
Q1 		$497K Sell
11,319
-445
-4% -$18.7K 0.3% 64
2013
Q4 		$484K Buy
+11,764
New +$485K 0.3% 73

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

Smith, Moore & Co's SO Position: Q1 2026 in Review

Smith, Moore & Co reduced its Southern Company (SO) stake by 1.4% in Q1 2026, selling an estimated $22.8K and leaving 17,649 shares worth $1.7M. The position accounts for 0.12% of the portfolio, ranked #152.

Smith, Moore & Co first reported a position in SO in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.93M in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Smith, Moore & Co held 17,649 shares of Southern Company worth $1.7M as of Q1 2026.
  • Smith, Moore & Co sold 247 Southern Company shares in Q1 2026, an estimated $22.8K.
  • Southern Company made up 0.12% of Smith, Moore & Co's portfolio in Q1 2026, its #152 holding.
  • Smith, Moore & Co first reported a position in Southern Company in Q4 2013 and has held it in 50 quarters since.
  • Smith, Moore & Co's Southern Company position peaked at $1.93M in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.