Zacks Investment Management’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 | $100M | Sell |
1,037,477
-9,814
| -0.9% | -$908K | 0.8% | 33 |
|
|
2025
Q4 | $91.3M | Sell |
1,047,291
-10,831
| -1% | -$989K | 0.72% | 32 |
|
|
2025
Q3 | $100M | Sell |
1,058,122
-254,424
| -19% | -$23.8M | 0.8% | 28 |
|
|
2025
Q2 | $121M | Buy |
1,312,546
+11,844
| +0.9% | +$1.06M | 1.03% | 22 |
|
|
2025
Q1 | $120M | Buy |
1,300,702
+16,201
| +1% | +$1.4M | 1.12% | 21 |
|
|
2024
Q4 | $106M | Sell |
1,284,501
-142,503
| -10% | -$12.5M | 0.98% | 24 |
|
|
2024
Q3 | $129M | Buy |
1,427,004
+141,447
| +11% | +$12.1M | 1.12% | 23 |
|
|
2024
Q2 | $99.7M | Buy |
1,285,557
+47,632
| +4% | +$3.61M | 1.12% | 23 |
|
|
2024
Q1 | $88.8M | Buy |
1,237,925
+34,340
| +3% | +$2.37M | 0.95% | 27 |
|
|
2023
Q4 | $84.4M | Sell |
1,203,585
-32,433
| -3% | -$2.23M | 1.04% | 26 |
|
|
2023
Q3 | $80M | Buy |
1,236,018
+4,306
| +0.3% | +$299K | 1.04% | 26 |
|
|
2023
Q2 | $86.5M | Buy |
1,231,712
+9,848
| +0.8% | +$706K | 1.09% | 24 |
|
|
2023
Q1 | $85M | Buy |
1,221,864
+44,555
| +4% | +$3M | 1.14% | 23 |
|
|
2022
Q4 | $84.1M | Buy |
1,177,309
+43,735
| +4% | +$2.92M | 1.17% | 20 |
|
|
2022
Q3 | $77.1M | Buy |
1,133,574
+45,279
| +4% | +$3.43M | 1.23% | 20 |
|
|
2022
Q2 | $77.6M | Buy |
1,088,295
+82,720
| +8% | +$6.07M | 1.18% | 21 |
|
|
2022
Q1 | $72.9M | Buy |
1,005,575
+61,437
| +7% | +$4.16M | 1.01% | 30 |
|
|
2021
Q4 | $64.7M | Buy |
944,138
+14,636
| +2% | +$933K | 0.91% | 31 |
|
|
2021
Q3 | $57.6M | Buy |
929,502
+26,917
| +3% | +$1.73M | 0.91% | 34 |
|
|
2021
Q2 | $54.6M | Buy |
902,585
+45,320
| +5% | +$2.9M | 0.88% | 37 |
|
|
2021
Q1 | $53.3M | Sell |
857,265
-88,775
| -9% | -$5.32M | 0.95% | 27 |
|
|
2020
Q4 | $58.1M | Sell |
946,040
-28,037
| -3% | -$1.69M | 1.07% | 19 |
|
|
2020
Q3 | $52.8M | Buy |
974,077
+31,775
| +3% | +$1.7M | 1.07% | 22 |
|
|
2020
Q2 | $48.9M | Sell |
942,302
-47,742
| -5% | -$2.65M | 1.07% | 26 |
|
|
2020
Q1 | $53.6M | Sell |
990,044
-14,172
| -1% | -$898K | 1.31% | 18 |
|
|
2019
Q4 | $64M | Buy |
1,004,216
+6,960
| +0.7% | +$431K | 1.2% | 23 |
|
|
2019
Q3 | $61.6M | Buy |
997,256
+18,751
| +2% | +$1.09M | 1.23% | 22 |
|
|
2019
Q2 | $54.1M | Buy |
978,505
+136,495
| +16% | +$7.31M | 1.11% | 25 |
|
|
2019
Q1 | $43.5M | Buy |
+842,010
| New | +$41.3M | 0.93% | 33 |
|
|
2017
Q2 | – | Sell |
-4,873
| Closed | -$243K | – | 675 |
|
|
2017
Q1 | $243K | Buy |
+4,873
| New | +$241K | 0.01% | 533 |
|
|
2016
Q1 | – | Sell |
-10,499
| Closed | -$491K | – | 678 |
|
|
2015
Q4 | $491K | Buy |
+10,499
| New | +$476K | 0.02% | 418 |
|
|
2015
Q1 | – | Sell |
-11,719
| Closed | -$576K | – | 702 |
|
|
2014
Q4 | $576K | Buy |
+11,719
| New | +$553K | 0.02% | 372 |
|
Other funds holding SO
VCM
VPM
Zacks Investment Management's SO Position: Q1 2026 in Review
Zacks Investment Management reduced its Southern Company (SO) stake by 0.94% in Q1 2026, selling an estimated $908K and leaving 1,037,477 shares worth $100M. The position accounts for 0.8% of the portfolio, ranked #33.
Zacks Investment Management first reported a position in SO in Q4 2014 and has held it in 32 quarters since. The position peaked at $129M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Zacks Investment Management held 1,037,477 shares of Southern Company worth $100M as of Q1 2026.
- Zacks Investment Management sold 9,814 Southern Company shares in Q1 2026, an estimated $908K.
- Southern Company made up 0.8% of Zacks Investment Management's portfolio in Q1 2026, its #33 holding.
- Zacks Investment Management first reported a position in Southern Company in Q4 2014 and has held it in 32 quarters since.
- Zacks Investment Management's Southern Company position peaked at $129M in Q3 2024.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.