Verity & Verity’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 | $2.55M | Sell |
26,368
-107,548
| -80% | -$9.95M | 0.19% | 62 |
|
|
2025
Q4 | $11.7M | Buy |
133,916
+1,741
| +1% | +$159K | 0.91% | 51 |
|
|
2025
Q3 | $12.5M | Buy |
132,175
+1,157
| +0.9% | +$108K | 1% | 48 |
|
|
2025
Q2 | $12M | Sell |
131,018
-1,718
| -1% | -$154K | 1.03% | 47 |
|
|
2025
Q1 | $12.2M | Sell |
132,736
-69,235
| -34% | -$5.99M | 1.07% | 46 |
|
|
2024
Q4 | $16.6M | Buy |
201,971
+5,434
| +3% | +$477K | 1.52% | 26 |
|
|
2024
Q3 | $17.7M | Buy |
196,537
+169
| +0.1% | +$14.4K | 1.74% | 22 |
|
|
2024
Q2 | $15.2M | Buy |
196,368
+3,149
| +2% | +$239K | 1.66% | 25 |
|
|
2024
Q1 | $13.9M | Sell |
193,219
-45,771
| -19% | -$3.16M | 1.54% | 31 |
|
|
2023
Q4 | $16.8M | Buy |
238,990
+1,809
| +0.8% | +$124K | 1.92% | 18 |
|
|
2023
Q3 | $15.4M | Buy |
237,181
+3,921
| +2% | +$272K | 1.92% | 20 |
|
|
2023
Q2 | $16.4M | Buy |
233,260
+9,816
| +4% | +$704K | 2.01% | 16 |
|
|
2023
Q1 | $15.5M | Buy |
223,444
+12,583
| +6% | +$847K | 1.99% | 18 |
|
|
2022
Q4 | $15.1M | Buy |
210,861
+6,969
| +3% | +$466K | 1.97% | 16 |
|
|
2022
Q3 | $13.9M | Buy |
203,892
+4,025
| +2% | +$305K | 2.23% | 14 |
|
|
2022
Q2 | $14.3M | Buy |
199,867
+1,914
| +1% | +$141K | 2.18% | 14 |
|
|
2022
Q1 | $14.4M | Buy |
197,953
+4,196
| +2% | +$284K | 1.99% | 15 |
|
|
2021
Q4 | $13.3M | Buy |
193,757
+4,356
| +2% | +$278K | 1.9% | 18 |
|
|
2021
Q3 | $11.8M | Buy |
189,401
+2,741
| +1% | +$176K | 1.77% | 21 |
|
|
2021
Q2 | $11.3M | Sell |
186,660
-102
| -0.1% | -$6.52K | 1.78% | 20 |
|
|
2021
Q1 | $11.5M | Buy |
186,762
+10,688
| +6% | +$640K | 1.86% | 18 |
|
|
2020
Q4 | $10.8M | Buy |
176,074
+2,380
| +1% | +$143K | 2.04% | 12 |
|
|
2020
Q3 | $9.93M | Sell |
173,694
-16,425
| -9% | -$878K | 2.18% | 12 |
|
|
2020
Q2 | $10.1M | Buy |
190,119
+8,807
| +5% | +$490K | 2.41% | 7 |
|
|
2020
Q1 | $9.82M | Sell |
181,312
-10,893
| -6% | -$690K | 2.77% | 4 |
|
|
2019
Q4 | $12.2M | Buy |
192,205
+1,652
| +0.9% | +$102K | 2.38% | 6 |
|
|
2019
Q3 | $11.8M | Buy |
190,553
+6,172
| +3% | +$358K | 2.5% | 6 |
|
|
2019
Q2 | $10.2M | Buy |
184,381
+104,457
| +131% | +$5.59M | 2.22% | 13 |
|
|
2019
Q1 | $4.13M | Buy |
79,924
+13,933
| +21% | +$683K | 0.95% | 46 |
|
|
2018
Q4 | $2.9M | Buy |
65,991
+19,298
| +41% | +$877K | 0.78% | 53 |
|
|
2018
Q3 | $2.04M | Buy |
46,693
+941
| +2% | +$43.4K | 0.49% | 64 |
|
|
2018
Q2 | $2.12M | Buy |
45,752
+3,075
| +7% | +$138K | 0.55% | 61 |
|
|
2018
Q1 | $1.91M | Buy |
42,677
+2,396
| +6% | +$106K | 0.51% | 64 |
|
|
2017
Q4 | $1.94M | Buy |
40,281
+4,910
| +14% | +$250K | 0.52% | 62 |
|
|
2017
Q3 | $1.74M | Buy |
35,371
+2,260
| +7% | +$110K | 0.51% | 61 |
|
|
2017
Q2 | $1.58M | Buy |
33,111
+1,725
| +5% | +$86.5K | 0.49% | 62 |
|
|
2017
Q1 | $1.56M | Buy |
31,386
+2,199
| +8% | +$109K | 0.49% | 61 |
|
|
2016
Q4 | $1.44M | Buy |
29,187
+1,250
| +4% | +$61.4K | 0.5% | 57 |
|
|
2016
Q3 | $1.43M | Buy |
27,937
+2,584
| +10% | +$136K | 0.53% | 57 |
|
|
2016
Q2 | $1.36M | Buy |
25,353
+6,999
| +38% | +$352K | 0.52% | 60 |
|
|
2016
Q1 | $949K | Sell |
18,354
-9,969
| -35% | -$486K | 0.4% | 62 |
|
|
2015
Q4 | $1.32M | Sell |
28,323
-215
| -0.8% | -$9.75K | 0.6% | 57 |
|
|
2015
Q3 | $1.28M | Sell |
28,538
-1,100
| -4% | -$48.3K | 0.62% | 57 |
|
|
2015
Q2 | $1.24M | Sell |
29,638
-756
| -2% | -$32.9K | 0.6% | 56 |
|
|
2015
Q1 | $1.35M | Buy |
30,394
+1,481
| +5% | +$70.4K | 0.62% | 57 |
|
|
2014
Q4 | $1.42M | Sell |
28,913
-1,316
| -4% | -$62.1K | 0.67% | 57 |
|
|
2014
Q3 | $1.32M | Sell |
30,229
-515
| -2% | -$22.6K | 0.66% | 57 |
|
|
2014
Q2 | $1.4M | Buy |
30,744
+485
| +2% | +$21.4K | 0.72% | 55 |
|
|
2014
Q1 | $1.33M | Sell |
30,259
-400
| -1% | -$16.8K | 0.72% | 55 |
|
|
2013
Q4 | $1.26M | Sell |
30,659
-5,255
| -15% | -$217K | 0.7% | 58 |
|
|
2013
Q3 | $1.48M | Buy |
35,914
+1,120
| +3% | +$48.2K | 0.85% | 55 |
|
|
2013
Q2 | $1.53M | Buy |
+34,794
| New | +$1.6M | 0.94% | 57 |
|
Other funds holding SO
VCM
VPM
Verity & Verity's SO Position: Q1 2026 in Review
Verity & Verity reduced its Southern Company (SO) stake by 80% in Q1 2026, selling an estimated $9.95M and leaving 26,368 shares worth $2.55M. The position accounts for 0.19% of the portfolio, ranked #62.
Verity & Verity first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.7M in Q3 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Verity & Verity held 26,368 shares of Southern Company worth $2.55M as of Q1 2026.
- Verity & Verity sold 107,548 Southern Company shares in Q1 2026, an estimated $9.95M.
- Southern Company made up 0.19% of Verity & Verity's portfolio in Q1 2026, its #62 holding.
- Verity & Verity first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Verity & Verity's Southern Company position peaked at $17.7M in Q3 2024.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.