Waters Parkerson & Co’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 | $3.35M | Hold |
34,700
| – | – | 0.17% | 65 |
|
|
2025
Q4 | $3.03M | Sell |
34,700
-950
| -3% | -$86.7K | 0.15% | 69 |
|
|
2025
Q3 | $3.38M | Sell |
35,650
-100
| -0.3% | -$9.34K | 0.16% | 65 |
|
|
2025
Q2 | $3.28M | Sell |
35,750
-8,154
| -19% | -$732K | 0.16% | 67 |
|
|
2025
Q1 | $4.04M | Hold |
43,904
| – | – | 0.22% | 60 |
|
|
2024
Q4 | $3.61M | Hold |
43,904
| – | – | 0.19% | 62 |
|
|
2024
Q3 | $3.96M | Sell |
43,904
-550
| -1% | -$47K | 0.2% | 63 |
|
|
2024
Q2 | $3.45M | Buy |
44,454
+1,656
| +4% | +$125K | 0.18% | 63 |
|
|
2024
Q1 | $3.07M | Sell |
42,798
-2,868
| -6% | -$198K | 0.16% | 64 |
|
|
2023
Q4 | $3.2M | Buy |
45,666
+21,438
| +88% | +$1.47M | 0.18% | 63 |
|
|
2023
Q3 | $1.57M | Sell |
24,228
-700
| -3% | -$48.6K | 0.09% | 79 |
|
|
2023
Q2 | $1.75M | Sell |
24,928
-253
| -1% | -$18.1K | 0.1% | 77 |
|
|
2023
Q1 | $1.75M | Sell |
25,181
-20
| -0.1% | -$1.35K | 0.1% | 75 |
|
|
2022
Q4 | $1.8M | Sell |
25,201
-1,373
| -5% | -$91.8K | 0.11% | 73 |
|
|
2022
Q3 | $1.81M | Sell |
26,574
-350
| -1% | -$26.5K | 0.12% | 70 |
|
|
2022
Q2 | $1.92M | Hold |
26,924
| – | – | 0.12% | 70 |
|
|
2022
Q1 | $1.95M | Sell |
26,924
-450
| -2% | -$30.5K | 0.11% | 73 |
|
|
2021
Q4 | $1.88M | Sell |
27,374
-994
| -4% | -$63.4K | 0.1% | 76 |
|
|
2021
Q3 | $1.76M | Sell |
28,368
-325
| -1% | -$20.9K | 0.1% | 75 |
|
|
2021
Q2 | $1.74M | Buy |
28,693
+50
| +0.2% | +$3.2K | 0.1% | 74 |
|
|
2021
Q1 | $1.78M | Sell |
28,643
-53
| -0.2% | -$3.17K | 0.11% | 72 |
|
|
2020
Q4 | $1.76M | Sell |
28,696
-531
| -2% | -$31.9K | 0.12% | 70 |
|
|
2020
Q3 | $1.58M | Sell |
29,227
-872
| -3% | -$46.6K | 0.12% | 70 |
|
|
2020
Q2 | $1.56M | Sell |
30,099
-301
| -1% | -$16.7K | 0.13% | 71 |
|
|
2020
Q1 | $1.65M | Buy |
30,400
+1,071
| +4% | +$67.8K | 0.16% | 64 |
|
|
2019
Q4 | $1.87M | Buy |
29,329
+1,037
| +4% | +$64.3K | 0.14% | 69 |
|
|
2019
Q3 | $1.75M | Buy |
28,292
+3,133
| +12% | +$182K | 0.14% | 70 |
|
|
2019
Q2 | $1.39M | Buy |
25,159
+635
| +3% | +$34K | 0.11% | 76 |
|
|
2019
Q1 | $1.27M | Buy |
24,524
+700
| +3% | +$34.3K | 0.11% | 76 |
|
|
2018
Q4 | $1.05M | Sell |
23,824
-800
| -3% | -$36.4K | 0.1% | 77 |
|
|
2018
Q3 | $1.07M | Buy |
24,624
+382
| +2% | +$17.6K | 0.09% | 81 |
|
|
2018
Q2 | $1.12M | Sell |
24,242
-1,000
| -4% | -$44.8K | 0.1% | 78 |
|
|
2018
Q1 | $1.13M | Sell |
25,242
-197
| -0.8% | -$8.75K | 0.1% | 77 |
|
|
2017
Q4 | $1.22M | Buy |
25,439
+150
| +0.6% | +$7.64K | 0.1% | 75 |
|
|
2017
Q3 | $1.24M | Buy |
25,289
+300
| +1% | +$14.5K | 0.11% | 78 |
|
|
2017
Q2 | $1.2M | Buy |
24,989
+2,100
| +9% | +$105K | 0.11% | 77 |
|
|
2017
Q1 | $1.14M | Sell |
22,889
-108
| -0.5% | -$5.34K | 0.11% | 79 |
|
|
2016
Q4 | $1.13M | Sell |
22,997
-252
| -1% | -$12.4K | 0.11% | 76 |
|
|
2016
Q3 | $1.19M | Buy |
23,249
+208
| +0.9% | +$11K | 0.12% | 73 |
|
|
2016
Q2 | $1.24M | Sell |
23,041
-633
| -3% | -$31.8K | 0.13% | 72 |
|
|
2016
Q1 | $1.23M | Buy |
23,674
+104
| +0.4% | +$5.07K | 0.14% | 73 |
|
|
2015
Q4 | $1.1M | Hold |
23,570
| – | – | 0.13% | 75 |
|
|
2015
Q3 | $1.05M | Sell |
23,570
-211
| -0.9% | -$9.26K | 0.13% | 75 |
|
|
2015
Q2 | $996K | Sell |
23,781
-10,399
| -30% | -$453K | 0.12% | 77 |
|
|
2015
Q1 | $1.51M | Buy |
34,180
+346
| +1% | +$16.4K | 0.18% | 73 |
|
|
2014
Q4 | $1.66M | Sell |
33,834
-2,450
| -7% | -$116K | 0.2% | 70 |
|
|
2014
Q3 | $1.58M | Buy |
36,284
+2,000
| +6% | +$87.9K | 0.19% | 68 |
|
|
2014
Q2 | $1.56M | Sell |
34,284
-615
| -2% | -$27.2K | 0.19% | 69 |
|
|
2014
Q1 | $1.53M | Sell |
34,899
-2,431
| -7% | -$102K | 0.19% | 68 |
|
|
2013
Q4 | $1.53M | Sell |
37,330
-1,283
| -3% | -$52.9K | 0.19% | 69 |
|
|
2013
Q3 | $1.59M | Buy |
38,613
+6,608
| +21% | +$285K | 0.21% | 65 |
|
|
2013
Q2 | $1.41M | Buy |
+32,005
| New | +$1.47M | 0.21% | 65 |
|
Other funds holding SO
VCM
VPM
Waters Parkerson & Co's SO Position: Q1 2026 in Review
Waters Parkerson & Co held its Southern Company (SO) position steady in Q1 2026 at 34,700 shares worth $3.35M. The position accounts for 0.17% of the portfolio, ranked #65.
Waters Parkerson & Co first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.04M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Waters Parkerson & Co held 34,700 shares of Southern Company worth $3.35M as of Q1 2026.
- Waters Parkerson & Co left its Southern Company share count unchanged in Q1 2026.
- Southern Company made up 0.17% of Waters Parkerson & Co's portfolio in Q1 2026, its #65 holding.
- Waters Parkerson & Co first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Waters Parkerson & Co's Southern Company position peaked at $4.04M in Q1 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Waters Parkerson & Co's 13F filing for Q1 2026, filed 29 Apr 2026.