WSC
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Wellington Shields & Co’s Southern Company SO Stock Holding History

Wellington Shields & Co’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
Q1 		$1.75M Sell
18,084
-400
-2% -$37K 0.44% 56
2025
Q4 		$1.61M Buy
18,484
+1,196
+7% +$109K 0.4% 56
2025
Q3 		$1.64M Buy
17,288
+54
+0.3% +$5.04K 0.43% 54
2025
Q2 		$1.58M Sell
17,234
-100
-0.6% -$8.98K 0.45% 55
2025
Q1 		$1.59M Hold
17,334
– – 0.5% 48
2024
Q4 		$1.43M Hold
17,334
– – 0.44% 51
2024
Q3 		$1.56M Hold
17,334
– – 0.48% 51
2024
Q2 		$1.34M Buy
17,334
+50
+0.3% +$3.79K 0.44% 51
2024
Q1 		$1.24M Sell
17,284
-3,202
-16% -$221K 0.42% 55
2023
Q4 		$1.44M Sell
20,486
-260
-1% -$17.9K 0.53% 43
2023
Q3 		$1.34M Buy
20,746
+5,521
+36% +$383K 0.34% 45
2023
Q2 		$1.07M Sell
15,225
-5,466
-26% -$392K 0.25% 59
2023
Q1 		$1.44M Sell
20,691
-469
-2% -$31.6K 0.32% 44
2022
Q4 		$1.51M Buy
21,160
+254
+1% +$17K 0.34% 39
2022
Q3 		$1.42M Buy
20,906
+46
+0.2% +$3.48K 0.62% 39
2022
Q2 		$1.49M Buy
20,860
+2,035
+11% +$149K 0.36% 40
2022
Q1 		$1.36M Buy
18,825
+50
+0.3% +$3.39K 0.45% 55
2021
Q4 		$1.29M Buy
18,775
+54
+0.3% +$3.44K 0.26% 59
2021
Q3 		$1.16M Buy
18,721
+50
+0.3% +$3.22K 0.4% 63
2021
Q2 		$1.13M Buy
18,671
+52
+0.3% +$3.33K 0.37% 66
2021
Q1 		$1.16M Buy
18,619
+54
+0.3% +$3.23K 0.41% 65
2020
Q4 		$1.14M Buy
18,565
+52
+0.3% +$3.13K 0.41% 59
2020
Q3 		$1M Buy
18,513
+59
+0.3% +$3.15K 0.42% 58
2020
Q2 		$957K Buy
18,454
+53
+0.3% +$2.95K 0.42% 56
2020
Q1 		$996K Buy
18,401
+46
+0.3% +$2.91K 0.55% 49
2019
Q4 		$1.17M Buy
+18,355
New +$1.14M 0.52% 56
2019
Q3 		– Sell
-18,159
Closed -$1M – 188
2019
Q2 		$1M Buy
18,159
+890
+5% +$47.6K 0.47% 60
2019
Q1 		$892K Buy
17,269
+55
+0.3% +$2.7K 0.45% 62
2018
Q4 		$756K Buy
17,214
+782
+5% +$35.5K 0.43% 64
2018
Q3 		$716K Sell
16,432
-345
-2% -$15.9K 0.39% 66
2018
Q2 		$777K Buy
16,777
+765
+5% +$34.2K 0.4% 60
2018
Q1 		$715K Buy
16,012
+62
+0.4% +$2.75K 0.39% 62
2017
Q4 		$767K Buy
15,950
+54
+0.3% +$2.75K 0.41% 60
2017
Q3 		$781K Buy
15,896
+54
+0.3% +$2.62K 0.26% 58
2017
Q2 		$759K Buy
15,842
+52
+0.3% +$2.61K 0.26% 51
2017
Q1 		$786K Sell
15,790
-549
-3% -$27.1K 0.24% 45
2016
Q4 		$804K Buy
16,339
+53
+0.3% +$2.6K 0.42% 42
2016
Q3 		$835K Buy
16,286
+48
+0.3% +$2.53K 0.42% 41
2016
Q2 		$871K Buy
16,238
+48
+0.3% +$2.41K 0.54% 38
2016
Q1 		$837K Buy
16,190
+49
+0.3% +$2.39K 0.56% 37
2015
Q4 		$755K Buy
16,141
+3,984
+33% +$181K 0.5% 35
2015
Q3 		$543K Buy
12,157
+5
+0% +$219 0.41% 46
2015
Q2 		$509K Buy
12,152
+4
+0% +$174 0.17% 54
2015
Q1 		$538K Buy
12,148
+4
+0% +$190 0.32% 52
2014
Q4 		$596K Buy
12,144
+1,004
+9% +$47.4K 0.34% 50
2014
Q3 		$486K Sell
11,140
-996
-8% -$43.8K 0.31% 55
2014
Q2 		$551K Buy
12,136
+4
+0% +$177 0.34% 55
2014
Q1 		$533K Buy
12,132
+4
+0% +$168 0.34% 56
2013
Q4 		$499K Sell
12,128
-528
-4% -$21.8K 0.34% 63
2013
Q3 		$521K Buy
12,656
+4
+0% +$172 0.41% 54
2013
Q2 		$558 Buy
+12,652
New +$582K 0.02% 56

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Shields & Co's SO Position: Q1 2026 in Review

Wellington Shields & Co reduced its Southern Company (SO) stake by 2.2% in Q1 2026, selling an estimated $37K and leaving 18,084 shares worth $1.75M. The position accounts for 0.44% of the portfolio, ranked #56.

Wellington Shields & Co first reported a position in SO in Q2 2013 and has held it in 51 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Wellington Shields & Co held 18,084 shares of Southern Company worth $1.75M as of Q1 2026.
  • Wellington Shields & Co sold 400 Southern Company shares in Q1 2026, an estimated $37K.
  • Southern Company made up 0.44% of Wellington Shields & Co's portfolio in Q1 2026, its #56 holding.
  • Wellington Shields & Co first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.