Welch & Forbes’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 | $595K | Sell |
6,216
-100
| -2% | -$9.41K | 0.01% | 269 |
|
|
2026
Q1 | $610K | Sell |
6,316
-204
| -3% | -$18.9K | 0.01% | 256 |
|
|
2025
Q4 | $569K | Sell |
6,520
-26
| -0.4% | -$2.37K | 0.01% | 266 |
|
|
2025
Q3 | $620K | Buy |
6,546
+484
| +8% | +$45.2K | 0.01% | 262 |
|
|
2025
Q2 | $557K | Sell |
6,062
-287
| -5% | -$25.8K | 0.01% | 268 |
|
|
2025
Q1 | $584K | Sell |
6,349
-429
| -6% | -$37.1K | 0.01% | 259 |
|
|
2024
Q4 | $558K | Buy |
6,778
+161
| +2% | +$14.1K | 0.01% | 270 |
|
|
2024
Q3 | $597K | Buy |
6,617
+77
| +1% | +$6.58K | 0.01% | 269 |
|
|
2024
Q2 | $511K | Sell |
6,540
-570
| -8% | -$43.2K | 0.01% | 282 |
|
|
2024
Q1 | $510K | Sell |
7,110
-377
| -5% | -$26K | 0.01% | 288 |
|
|
2023
Q4 | $525K | Sell |
7,487
-670
| -8% | -$46K | 0.01% | 278 |
|
|
2023
Q3 | $528K | Sell |
8,157
-533
| -6% | -$37K | 0.01% | 272 |
|
|
2023
Q2 | $610K | Sell |
8,690
-242
| -3% | -$17.4K | 0.01% | 264 |
|
|
2023
Q1 | $621K | Sell |
8,932
-395
| -4% | -$26.6K | 0.01% | 261 |
|
|
2022
Q4 | $666K | Sell |
9,327
-616
| -6% | -$41.2K | 0.01% | 255 |
|
|
2022
Q3 | $676K | Sell |
9,943
-4,389
| -31% | -$332K | 0.01% | 250 |
|
|
2022
Q2 | $1.02M | Hold |
14,332
| – | – | 0.02% | 225 |
|
|
2022
Q1 | $1.04M | Buy |
14,332
+2,463
| +21% | +$167K | 0.02% | 228 |
|
|
2021
Q4 | $814K | Sell |
11,869
-1,657
| -12% | -$106K | 0.01% | 249 |
|
|
2021
Q3 | $839K | Buy |
13,526
+1,218
| +10% | +$78.4K | 0.01% | 238 |
|
|
2021
Q2 | $745K | Sell |
12,308
-49
| -0.4% | -$3.13K | 0.01% | 252 |
|
|
2021
Q1 | $768K | Sell |
12,357
-440
| -3% | -$26.3K | 0.01% | 237 |
|
|
2020
Q4 | $786K | Hold |
12,797
| – | – | 0.02% | 231 |
|
|
2020
Q3 | $694K | Buy |
12,797
+76
| +0.6% | +$4.06K | 0.02% | 224 |
|
|
2020
Q2 | $659K | Buy |
12,721
+27
| +0.2% | +$1.5K | 0.02% | 224 |
|
|
2020
Q1 | $687K | Hold |
12,694
| – | – | 0.02% | 209 |
|
|
2019
Q4 | $809K | Hold |
12,694
| – | – | 0.02% | 219 |
|
|
2019
Q3 | $784K | Hold |
12,694
| – | – | 0.02% | 220 |
|
|
2019
Q2 | $702K | Sell |
12,694
-980
| -7% | -$52.5K | 0.02% | 227 |
|
|
2019
Q1 | $707K | Hold |
13,674
| – | – | 0.02% | 225 |
|
|
2018
Q4 | $601K | Buy |
13,674
+317
| +2% | +$14.4K | 0.02% | 229 |
|
|
2018
Q3 | $583K | Sell |
13,357
-3,467
| -21% | -$160K | 0.01% | 241 |
|
|
2018
Q2 | $779K | Hold |
16,824
| – | – | 0.02% | 216 |
|
|
2018
Q1 | $751K | Hold |
16,824
| – | – | 0.02% | 220 |
|
|
2017
Q4 | $809K | Hold |
16,824
| – | – | 0.02% | 202 |
|
|
2017
Q3 | $827K | Sell |
16,824
-254
| -1% | -$12.3K | 0.02% | 207 |
|
|
2017
Q2 | $818K | Buy |
17,078
+7,028
| +70% | +$352K | 0.02% | 207 |
|
|
2017
Q1 | $500K | Sell |
10,050
-432
| -4% | -$21.3K | 0.01% | 238 |
|
|
2016
Q4 | $516K | Sell |
10,482
-83
| -0.8% | -$4.08K | 0.02% | 235 |
|
|
2016
Q3 | $542K | Sell |
10,565
-327
| -3% | -$17.2K | 0.02% | 201 |
|
|
2016
Q2 | $584K | Hold |
10,892
| – | – | 0.02% | 230 |
|
|
2016
Q1 | $563K | Sell |
10,892
-200
| -2% | -$9.74K | 0.02% | 238 |
|
|
2015
Q4 | $519K | Buy |
11,092
+1,414
| +15% | +$64.1K | 0.02% | 236 |
|
|
2015
Q3 | $433K | Sell |
9,678
-1,014
| -9% | -$44.5K | 0.01% | 256 |
|
|
2015
Q2 | $448K | Buy |
10,692
+2,500
| +31% | +$109K | 0.01% | 261 |
|
|
2015
Q1 | $363K | Sell |
8,192
-1,682
| -17% | -$79.9K | 0.01% | 271 |
|
|
2014
Q4 | $485K | Hold |
9,874
| – | – | 0.01% | 264 |
|
|
2014
Q3 | $431K | Sell |
9,874
-2,204
| -18% | -$96.8K | 0.01% | 274 |
|
|
2014
Q2 | $549K | Sell |
12,078
-13,208
| -52% | -$584K | 0.02% | 239 |
|
|
2014
Q1 | $1.11M | Sell |
25,286
-900
| -3% | -$37.7K | 0.04% | 201 |
|
|
2013
Q4 | $1.08M | Hold |
26,186
| – | – | 0.03% | 192 |
|
|
2013
Q3 | $1.08M | Buy |
26,186
+13,088
| +100% | +$564K | 0.04% | 192 |
|
|
2013
Q2 | $578K | Buy |
+13,098
| New | +$602K | 0.02% | 220 |
|
Other funds holding SO
Welch & Forbes's SO Position: Q2 2026 in Review
Welch & Forbes reduced its Southern Company (SO) stake by 1.6% in Q2 2026, selling an estimated $9.41K and leaving 6,216 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #269.
Welch & Forbes first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.11M in Q1 2014. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Welch & Forbes held 6,216 shares of Southern Company worth $595K as of Q2 2026.
- Welch & Forbes sold 100 Southern Company shares in Q2 2026, an estimated $9.41K.
- Southern Company made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #269 holding.
- Welch & Forbes first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Welch & Forbes's Southern Company position peaked at $1.11M in Q1 2014.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.