Vaughan David Investments’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
Q2 | $56.5M | Buy |
590,329
+8,953
| +2% | +$843K | 1.12% | 27 |
|
|
2026
Q1 | $56.1M | Sell |
581,376
-4,145
| -0.7% | -$383K | 1.19% | 26 |
|
|
2025
Q4 | $51.1M | Buy |
585,521
+3,045
| +0.5% | +$278K | 1.11% | 29 |
|
|
2025
Q3 | $55.2M | Buy |
582,476
+1,975
| +0.3% | +$184K | 1.19% | 27 |
|
|
2025
Q2 | $53.3M | Buy |
580,501
+2,032
| +0.4% | +$183K | 1.19% | 25 |
|
|
2025
Q1 | $53.2M | Buy |
578,469
+7,753
| +1% | +$671K | 1.24% | 22 |
|
|
2024
Q4 | $47M | Buy |
570,716
+2,418
| +0.4% | +$212K | 1.11% | 33 |
|
|
2024
Q3 | $51.2M | Sell |
568,298
-1,669
| -0.3% | -$143K | 1.18% | 23 |
|
|
2024
Q2 | $44.2M | Buy |
569,967
+8,314
| +1% | +$630K | 1.12% | 30 |
|
|
2024
Q1 | $40.3M | Buy |
561,653
+2,686
| +0.5% | +$185K | 1% | 42 |
|
|
2023
Q4 | $39.2M | Buy |
558,967
+15,904
| +3% | +$1.09M | 1.07% | 35 |
|
|
2023
Q3 | $35.1M | Buy |
543,063
+14,703
| +3% | +$1.02M | 1.06% | 36 |
|
|
2023
Q2 | $37.1M | Buy |
528,360
+3,831
| +0.7% | +$275K | 1.08% | 37 |
|
|
2023
Q1 | $36.5M | Buy |
524,529
+2,036
| +0.4% | +$137K | 1.1% | 36 |
|
|
2022
Q4 | $37.3M | Buy |
522,493
+5,135
| +1% | +$343K | 1.11% | 38 |
|
|
2022
Q3 | $35.2M | Buy |
517,358
+3,905
| +0.8% | +$296K | 1.18% | 29 |
|
|
2022
Q2 | $36.6M | Buy |
513,453
+3,400
| +0.7% | +$250K | 1.17% | 28 |
|
|
2022
Q1 | $37M | Buy |
510,053
+4,622
| +0.9% | +$313K | 1.09% | 36 |
|
|
2021
Q4 | $34.7M | Buy |
505,431
+5,963
| +1% | +$380K | 1.01% | 48 |
|
|
2021
Q3 | $31M | Buy |
499,468
+433
| +0.1% | +$27.9K | 0.99% | 50 |
|
|
2021
Q2 | $30.2M | Buy |
499,035
+13,225
| +3% | +$846K | 0.94% | 55 |
|
|
2021
Q1 | $30.2M | Buy |
485,810
+4,741
| +1% | +$284K | 0.96% | 47 |
|
|
2020
Q4 | $29.6M | Buy |
481,069
+4,722
| +1% | +$284K | 1.01% | 39 |
|
|
2020
Q3 | $25.8M | Buy |
476,347
+8,267
| +2% | +$442K | 1% | 39 |
|
|
2020
Q2 | $24.3M | Buy |
468,080
+9,251
| +2% | +$514K | 0.99% | 41 |
|
|
2020
Q1 | $24.8M | Sell |
458,829
-11,523
| -2% | -$730K | 1.15% | 30 |
|
|
2019
Q4 | $30M | Sell |
470,352
-12,461
| -3% | -$772K | 1.1% | 34 |
|
|
2019
Q3 | $29.8M | Sell |
482,813
-940
| -0.2% | -$54.5K | 1.14% | 28 |
|
|
2019
Q2 | $26.7M | Buy |
483,753
+6,640
| +1% | +$355K | 1.06% | 36 |
|
|
2019
Q1 | $24.7M | Buy |
477,113
+2,754
| +0.6% | +$135K | 1.04% | 41 |
|
|
2018
Q4 | $20.8M | Buy |
474,359
+3,260
| +0.7% | +$148K | 0.97% | 48 |
|
|
2018
Q3 | $20.5M | Sell |
471,099
-18,418
| -4% | -$849K | 0.87% | 62 |
|
|
2018
Q2 | $22.7M | Buy |
489,517
+10,356
| +2% | +$464K | 1.05% | 47 |
|
|
2018
Q1 | $21.4M | Buy |
479,161
+18,156
| +4% | +$806K | 1.01% | 53 |
|
|
2017
Q4 | $22.2M | Buy |
461,005
+11,664
| +3% | +$594K | 1.03% | 58 |
|
|
2017
Q3 | $22.1M | Buy |
449,341
+2,076
| +0.5% | +$101K | 1.08% | 46 |
|
|
2017
Q2 | $21.4M | Buy |
447,265
+7,127
| +2% | +$357K | 1.08% | 47 |
|
|
2017
Q1 | $21.9M | Buy |
440,138
+6,101
| +1% | +$302K | 1.14% | 38 |
|
|
2016
Q4 | $21.4M | Buy |
434,037
+3,110
| +0.7% | +$153K | 1.14% | 37 |
|
|
2016
Q3 | $22.1M | Buy |
430,927
+3,665
| +0.9% | +$193K | 1.2% | 30 |
|
|
2016
Q2 | $22.9M | Sell |
427,262
-1,695
| -0.4% | -$85.2K | 1.26% | 29 |
|
|
2016
Q1 | $22.2M | Buy |
428,957
+2,155
| +0.5% | +$105K | 1.26% | 29 |
|
|
2015
Q4 | $20M | Buy |
426,802
+3,651
| +0.9% | +$166K | 1.2% | 33 |
|
|
2015
Q3 | $18.9M | Buy |
423,151
+1,850
| +0.4% | +$81.2K | 1.2% | 33 |
|
|
2015
Q2 | $17.7M | Buy |
421,301
+4,550
| +1% | +$198K | 1.04% | 51 |
|
|
2015
Q1 | $18.5M | Buy |
416,751
+1,776
| +0.4% | +$84.4K | 1.09% | 44 |
|
|
2014
Q4 | $20.4M | Sell |
414,975
-14,915
| -3% | -$704K | 1.18% | 40 |
|
|
2014
Q3 | $18.8M | Buy |
429,890
+4,740
| +1% | +$208K | 1.14% | 38 |
|
|
2014
Q2 | $19.3M | Buy |
425,150
+8,100
| +2% | +$358K | 1.15% | 40 |
|
|
2014
Q1 | $18.3M | Buy |
417,050
+5,670
| +1% | +$238K | 1.15% | 44 |
|
|
2013
Q4 | $16.9M | Buy |
411,380
+15,248
| +4% | +$629K | 1.09% | 48 |
|
|
2013
Q3 | $16.3M | Buy |
396,132
+8,349
| +2% | +$360K | 1.13% | 43 |
|
|
2013
Q2 | $17.1M | Buy |
+387,783
| New | +$17.8M | 1.21% | 38 |
|
Other funds holding SO
Vaughan David Investments's SO Position: Q2 2026 in Review
Vaughan David Investments increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $843K and bringing the position to 590,329 shares worth $56.5M. The position accounts for 1.12% of the portfolio, ranked #27.
Vaughan David Investments first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Vaughan David Investments held 590,329 shares of Southern Company worth $56.5M as of Q2 2026.
- Vaughan David Investments bought 8,953 Southern Company shares in Q2 2026, an estimated $843K.
- Southern Company made up 1.12% of Vaughan David Investments's portfolio in Q2 2026, its #27 holding.
- Vaughan David Investments first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.