Woodley Farra Manion Portfolio Management’s Southern Company SO Stock Holding History

Woodley Farra Manion Portfolio Management’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	$4.74M	Buy	49,063 +546	+1%	+$50.5K	0.23%	50
2025 Q4	$4.23M	Buy	48,517 +124	+0.3%	+$11.3K	0.2%	53
2025 Q3	$4.59M	Buy	48,393 +647	+1%	+$60.4K	0.22%	51
2025 Q2	$4.38M	Buy	47,746 +192	+0.4%	+$17.2K	0.21%	49
2025 Q1	$4.37M	Buy	47,554 +844	+2%	+$73.1K	0.22%	48
2024 Q4	$3.85M	Buy	46,710 +502	+1%	+$44K	0.19%	49
2024 Q3	$4.17M	Sell	46,208 -85	-0.2%	-$7.26K	0.21%	47
2024 Q2	$3.59M	Buy	46,293 +531	+1%	+$40.2K	0.19%	49
2024 Q1	$3.28M	Sell	45,762 -3,236	-7%	-$223K	0.18%	54
2023 Q4	$3.44M	Buy	48,998 +5,321	+12%	+$365K	0.21%	51
2023 Q3	$2.83M	Sell	43,677 -1,552	-3%	-$108K	0.19%	53
2023 Q2	$3.18M	Sell	45,229 -2,032	-4%	-$146K	0.2%	54
2023 Q1	$3.29M	Sell	47,261 -58	-0.1%	-$3.9K	0.22%	55
2022 Q4	$3.38M	Sell	47,319 -2,519	-5%	-$168K	0.25%	50
2022 Q3	$3.39M	Sell	49,838 -7,971	-14%	-$604K	0.28%	49
2022 Q2	$4.12M	Buy	57,809 +106	+0.2%	+$7.78K	0.34%	48
2022 Q1	$4.18M	Sell	57,703 -1,503	-3%	-$102K	0.31%	51
2021 Q4	$4.06M	Buy	59,206 +4,492	+8%	+$286K	0.28%	48
2021 Q3	$3.39M	Sell	54,714 -3,221	-6%	-$207K	0.28%	51
2021 Q2	$3.51M	Buy	57,935 +1,223	+2%	+$78.2K	0.27%	51
2021 Q1	$3.52M	Sell	56,712 -1,048	-2%	-$62.7K	0.29%	51
2020 Q4	$3.55M	Buy	57,760 +5,727	+11%	+$344K	0.32%	47
2020 Q3	$2.82M	Sell	52,033 -3,026	-5%	-$162K	0.29%	47
2020 Q2	$2.85M	Buy	55,059 +2,148	+4%	+$119K	0.3%	45
2020 Q1	$2.87M	Sell	52,911 -9,007	-15%	-$571K	0.34%	45
2019 Q4	$3.94M	Sell	61,918 -212	-0.3%	-$13.1K	0.37%	43
2019 Q3	$3.84M	Sell	62,130 -3,600	-5%	-$209K	0.39%	44
2019 Q2	$3.63M	Sell	65,730 -97	-0.1%	-$5.19K	0.37%	45
2019 Q1	$3.4M	Sell	65,827 -4,769	-7%	-$234K	0.37%	43
2018 Q4	$3.1M	Sell	70,596 -1,844	-3%	-$83.8K	0.38%	42
2018 Q3	$3.16M	Sell	72,440 -2,071	-3%	-$95.4K	0.33%	45
2018 Q2	$3.45M	Buy	74,511 +194	+0.3%	+$8.68K	0.39%	46
2018 Q1	$3.32M	Sell	74,317 -2,137	-3%	-$94.9K	0.37%	46
2017 Q4	$3.68M	Buy	76,454 +4,818	+7%	+$245K	0.4%	46
2017 Q3	$3.52M	Sell	71,636 -1,072	-1%	-$52K	0.41%	46
2017 Q2	$3.48M	Buy	72,708 +593	+0.8%	+$29.7K	0.45%	45
2017 Q1	$3.59M	Buy	72,115 +4,105	+6%	+$203K	0.47%	45
2016 Q4	$3.35M	Buy	68,010 +4,735	+7%	+$233K	0.45%	42
2016 Q3	$3.25M	Buy	63,275 +3,287	+5%	+$173K	0.48%	39
2016 Q2	$3.22M	Sell	59,988 -120	-0.2%	-$6.04K	0.5%	39
2016 Q1	$3.11M	Buy	60,108 +7,500	+14%	+$365K	0.51%	32
2015 Q4	$2.46M	Buy	52,608 +3,075	+6%	+$139K	0.43%	34
2015 Q3	$2.21M	Buy	49,533 +820	+2%	+$36K	0.44%	31
2015 Q2	$2.04M	Buy	48,713 +1,185	+2%	+$51.6K	0.39%	34
2015 Q1	$2.1M	Buy	47,528 +6,010	+14%	+$286K	0.37%	35
2014 Q4	$2.04M	Buy	41,518 +950	+2%	+$44.9K	0.37%	31
2014 Q3	$1.77M	Buy	40,568 +550	+1%	+$24.2K	0.33%	34
2014 Q2	$1.82M	Buy	40,018 +2,120	+6%	+$93.7K	0.34%	34
2014 Q1	$1.67M	Buy	37,898 +715	+2%	+$30K	0.33%	34
2013 Q4	$1.53M	Buy	37,183 +470	+1%	+$19.4K	0.28%	38
2013 Q3	$1.51M	Buy	36,713 +3,200	+10%	+$138K	0.31%	33
2013 Q2	$1.48M	Buy	+33,513	New	+$1.54M	0.32%	35

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's SO Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its Southern Company (SO) stake by 1.1% in Q1 2026, buying an estimated $50.5K and bringing the position to 49,063 shares worth $4.74M. The position accounts for 0.23% of the portfolio, ranked #50.

Woodley Farra Manion Portfolio Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Woodley Farra Manion Portfolio Management held 49,063 shares of Southern Company worth $4.74M as of Q1 2026.
Woodley Farra Manion Portfolio Management bought 546 Southern Company shares in Q1 2026, an estimated $50.5K.
Southern Company made up 0.23% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #50 holding.
Woodley Farra Manion Portfolio Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.