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Welch Group’s Southern Company SO Stock Holding History

Welch Group’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.4M Buy
787,841
+5,050
+0.6% +$475K 2.57% 12
2026
Q1 		$75.6M Buy
782,791
+3,531
+0.5% +$327K 2.84% 11
2025
Q4 		$68M Buy
779,260
+6,686
+0.9% +$610K 2.62% 11
2025
Q3 		$73.2M Buy
772,574
+5,119
+0.7% +$478K 2.86% 8
2025
Q2 		$70.5M Buy
767,455
+1,005
+0.1% +$90.3K 2.95% 8
2025
Q1 		$69.8M Sell
766,450
-13,896
-2% -$1.2M 3.07% 7
2024
Q4 		$64.3M Sell
780,346
-5,375
-0.7% -$472K 2.9% 8
2024
Q3 		$70.9M Sell
785,721
-3,560
-0.5% -$304K 3.08% 6
2024
Q2 		$61.2M Buy
789,281
+211
+0% +$16K 2.94% 8
2024
Q1 		$56.6M Buy
789,070
+11,248
+1% +$776K 2.81% 12
2023
Q4 		$54.5M Buy
777,822
+8,185
+1% +$562K 2.94% 10
2023
Q3 		$49.8M Buy
769,637
+8,329
+1% +$578K 2.95% 9
2023
Q2 		$53.5M Buy
761,308
+16,586
+2% +$1.19M 3.07% 7
2023
Q1 		$51.8M Buy
744,722
+19,820
+3% +$1.33M 3.01% 9
2022
Q4 		$51.8M Buy
724,902
+10,813
+2% +$723K 2.96% 10
2022
Q3 		$48.6M Buy
714,089
+4,909
+0.7% +$372K 3.16% 8
2022
Q2 		$50.6M Buy
709,180
+10,731
+2% +$788K 3.09% 7
2022
Q1 		$50.6M Buy
698,449
+14,692
+2% +$995K 2.89% 9
2021
Q4 		$46.9M Buy
683,757
+36,536
+6% +$2.33M 2.74% 12
2021
Q3 		$40.1M Buy
647,221
+8,846
+1% +$570K 2.72% 11
2021
Q2 		$38.6M Buy
638,375
+9,517
+2% +$609K 2.63% 17
2021
Q1 		$39.1M Buy
628,858
+15,970
+3% +$956K 2.81% 11
2020
Q4 		$37.6M Sell
612,888
-3,036
-0.5% -$183K 3.02% 9
2020
Q3 		$33.4M Buy
615,924
+19,631
+3% +$1.05M 2.92% 14
2020
Q2 		$30.9M Buy
596,293
+1,985
+0.3% +$110K 2.89% 16
2020
Q1 		$32.2M Buy
594,308
+47,991
+9% +$3.04M 3.43% 4
2019
Q4 		$34.8M Sell
546,317
-7,655
-1% -$474K 3.42% 2
2019
Q3 		$34.2M Sell
553,972
-23,748
-4% -$1.38M 3.51% 3
2019
Q2 		$31.9M Sell
577,720
-9,730
-2% -$521K 3.41% 3
2019
Q1 		$30.4M Buy
587,450
+9,533
+2% +$467K 3.34% 2
2018
Q4 		$25.4M Sell
577,917
-7,059
-1% -$321K 3.11% 11
2018
Q3 		$25.5K Buy
584,976
+8,224
+1% +$379K 2.66% 18
2018
Q2 		$26.7M Buy
576,752
+51,777
+10% +$2.32M 3.33% 5
2018
Q1 		$23.4M Buy
524,975
+144,024
+38% +$6.39M 2.97% 14
2017
Q4 		$18.3M Buy
380,951
+30,516
+9% +$1.55M 2.84% 17
2017
Q3 		$17.2M Buy
350,435
+1,215
+0.3% +$58.9K 2.88% 21
2017
Q2 		$16.7M Buy
349,220
+40,919
+13% +$2.05M 2.79% 21
2017
Q1 		$15.3M Buy
308,301
+12,250
+4% +$605K 2.89% 25
2016
Q4 		$14.6M Buy
296,051
+9,524
+3% +$468K 2.85% 22
2016
Q3 		$14.7M Sell
286,527
-8,273
-3% -$436K 2.92% 13
2016
Q2 		$15.8M Sell
294,800
-99,606
-25% -$5.01M 3.22% 8
2016
Q1 		$20.4M Buy
394,406
+7,702
+2% +$375K 3.41% 1
2015
Q4 		$18.1M Buy
386,704
+7,064
+2% +$320K 3.25% 6
2015
Q3 		$17M Buy
379,640
+15,310
+4% +$672K 3.28% 4
2015
Q2 		$15.3M Buy
364,330
+17,573
+5% +$766K 2.89% 15
2015
Q1 		$15.4K Buy
346,757
+5,763
+2% +$274K 2.82% 17
2014
Q4 		$16.7M Buy
340,994
+15,483
+5% +$731K 3.23% 6
2014
Q3 		$14.2M Buy
325,511
+10,910
+3% +$479K 2.94% 11
2014
Q2 		$14.3M Buy
314,601
+13,894
+5% +$614K 2.96% 9
2014
Q1 		$13.2M Buy
300,707
+37,562
+14% +$1.57M 2.99% 10
2013
Q4 		$10.8M Buy
263,145
+5,051
+2% +$208K 2.45% 27
2013
Q3 		$10.6M Buy
258,094
+18,128
+8% +$781K 2.61% 28
2013
Q2 		$10.6M Buy
+239,966
New +$11M 2.75% 24

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group's SO Position: Q2 2026 in Review

Welch Group increased its Southern Company (SO) stake by 0.65% in Q2 2026, buying an estimated $475K and bringing the position to 787,841 shares worth $75.4M. The position accounts for 2.57% of the portfolio, ranked #12.

Welch Group first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $75.6M in Q1 2026. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Welch Group held 787,841 shares of Southern Company worth $75.4M as of Q2 2026.
  • Welch Group bought 5,050 Southern Company shares in Q2 2026, an estimated $475K.
  • Southern Company made up 2.57% of Welch Group's portfolio in Q2 2026, its #12 holding.
  • Welch Group first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's Southern Company position peaked at $75.6M in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.