Truvestments Capital’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 | $474K | Buy |
4,916
+370
| +8% | +$34.2K | 0.09% | 208 |
|
|
2025
Q4 | $396K | Buy |
4,546
+23
| +0.5% | +$2.1K | 0.07% | 204 |
|
|
2025
Q3 | $429K | Buy |
4,523
+172
| +4% | +$16.1K | 0.08% | 197 |
|
|
2025
Q2 | $400K | Sell |
4,351
-85
| -2% | -$7.63K | 0.08% | 179 |
|
|
2025
Q1 | $408K | Buy |
4,436
+1,407
| +46% | +$122K | 0.09% | 166 |
|
|
2024
Q4 | $249K | Buy |
3,029
+18
| +0.6% | +$1.58K | 0.06% | 200 |
|
|
2024
Q3 | $272K | Buy |
3,011
+123
| +4% | +$10.5K | 0.07% | 187 |
|
|
2024
Q2 | $224K | Sell |
2,888
-133
| -4% | -$10.1K | 0.09% | 197 |
|
|
2024
Q1 | $217K | Sell |
3,021
-493
| -14% | -$34K | 0.08% | 206 |
|
|
2023
Q4 | $246K | Buy |
3,514
+1,512
| +76% | +$104K | 0.11% | 190 |
|
|
2023
Q3 | $130K | Buy |
2,002
+2
| +0.1% | +$139 | 0.07% | 218 |
|
|
2023
Q2 | $141K | Buy |
2,000
+12
| +0.6% | +$861 | 0.07% | 218 |
|
|
2023
Q1 | $138K | Sell |
1,988
-278
| -12% | -$18.7K | 0.07% | 211 |
|
|
2022
Q4 | $162K | Sell |
2,266
-731
| -24% | -$48.9K | 0.09% | 183 |
|
|
2022
Q3 | $204K | Buy |
2,997
+18
| +0.6% | +$1.36K | 0.13% | 139 |
|
|
2022
Q2 | $212K | Sell |
2,979
-99
| -3% | -$7.27K | 0.12% | 151 |
|
|
2022
Q1 | $223K | Buy |
3,078
+118
| +4% | +$7.99K | 0.12% | 160 |
|
|
2021
Q4 | $203K | Buy |
2,960
+20
| +0.7% | +$1.27K | 0.1% | 159 |
|
|
2021
Q3 | $182K | Buy |
2,940
+2
| +0.1% | +$129 | 0.1% | 162 |
|
|
2021
Q2 | $178K | Sell |
2,938
-1,646
| -36% | -$105K | 0.1% | 157 |
|
|
2021
Q1 | $285K | Buy |
4,584
+866
| +23% | +$51.9K | 0.16% | 143 |
|
|
2020
Q4 | $228K | Buy |
3,718
+2,259
| +155% | +$136K | 0.16% | 142 |
|
|
2020
Q3 | $79K | Sell |
1,459
-8,940
| -86% | -$478K | 0.07% | 163 |
|
|
2020
Q2 | $538K | Sell |
10,399
-2,150
| -17% | -$120K | 0.55% | 55 |
|
|
2020
Q1 | $679K | Sell |
12,549
-10,716
| -46% | -$679K | 0.86% | 35 |
|
|
2019
Q4 | $1.48M | Sell |
23,265
-79
| -0.3% | -$4.9K | 1.03% | 32 |
|
|
2019
Q3 | $1.44M | Buy |
23,344
+335
| +1% | +$19.4K | 0.94% | 30 |
|
|
2019
Q2 | $1.27M | Sell |
23,009
-2,737
| -11% | -$147K | 0.86% | 33 |
|
|
2019
Q1 | $1.33M | Buy |
+25,746
| New | +$1.26M | 1.02% | 27 |
|
|
2018
Q3 | $1.4M | Buy |
32,149
+3,667
| +13% | +$169K | 0.67% | 36 |
|
|
2018
Q2 | $1.32M | Buy |
+28,482
| New | +$1.27M | 0.83% | 32 |
|
Other funds holding SO
VCM
VPM
Truvestments Capital's SO Position: Q1 2026 in Review
Truvestments Capital increased its Southern Company (SO) stake by 8.1% in Q1 2026, buying an estimated $34.2K and bringing the position to 4,916 shares worth $474K. The position accounts for 0.09% of the portfolio, ranked #208.
Truvestments Capital first reported a position in SO in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.48M in Q4 2019. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Truvestments Capital held 4,916 shares of Southern Company worth $474K as of Q1 2026.
- Truvestments Capital bought 370 Southern Company shares in Q1 2026, an estimated $34.2K.
- Southern Company made up 0.09% of Truvestments Capital's portfolio in Q1 2026, its #208 holding.
- Truvestments Capital first reported a position in Southern Company in Q2 2018 and has held it in 31 quarters since.
- Truvestments Capital's Southern Company position peaked at $1.48M in Q4 2019.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.