ZIG
SO icon

Zullo Investment Group’s Southern Company SO Stock Holding History

Zullo Investment 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
Q1 		$282K Sell
2,917
-168
-5% -$15.5K 0.11% 126
2025
Q4 		$269K Sell
3,085
-39
-1% -$3.56K 0.1% 126
2025
Q3 		$296K Sell
3,124
-181
-5% -$16.9K 0.11% 125
2025
Q2 		$304K Sell
3,305
-22
-0.7% -$1.98K 0.12% 121
2025
Q1 		$306K Sell
3,327
-35
-1% -$3.03K 0.13% 117
2024
Q4 		$277K Sell
3,362
-113
-3% -$9.91K 0.11% 126
2024
Q3 		$313K Buy
3,475
+118
+4% +$10.1K 0.13% 118
2024
Q2 		$260K Sell
3,357
-169
-5% -$12.8K 0.11% 130
2024
Q1 		$253K Buy
3,526
+89
+3% +$6.14K 0.12% 133
2023
Q4 		$241K Buy
3,437
+157
+5% +$10.8K 0.12% 127
2023
Q3 		$212K Buy
3,280
+60
+2% +$4.16K 0.12% 130
2023
Q2 		$226K Buy
3,220
+3
+0.1% +$215 0.13% 125
2023
Q1 		$224K Sell
3,217
-67
-2% -$4.51K 0.14% 125
2022
Q4 		$235K Sell
3,284
-27
-0.8% -$1.8K 0.14% 118
2022
Q3 		$225K Sell
3,311
-93
-3% -$7.04K 0.15% 117
2022
Q2 		$243K Sell
3,404
-114
-3% -$8.37K 0.15% 118
2022
Q1 		$255K Sell
3,518
-88
-2% -$5.96K 0.13% 129
2021
Q4 		$247K Buy
+3,606
New +$230K 0.13% 138

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

Zullo Investment Group's SO Position: Q1 2026 in Review

Zullo Investment Group reduced its Southern Company (SO) stake by 5.4% in Q1 2026, selling an estimated $15.5K and leaving 2,917 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #126.

Zullo Investment Group first reported a position in SO in Q4 2021 and has held it in 18 quarters since. The position peaked at $313K in Q3 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Zullo Investment Group held 2,917 shares of Southern Company worth $282K as of Q1 2026.
  • Zullo Investment Group sold 168 Southern Company shares in Q1 2026, an estimated $15.5K.
  • Southern Company made up 0.11% of Zullo Investment Group's portfolio in Q1 2026, its #126 holding.
  • Zullo Investment Group first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's Southern Company position peaked at $313K in Q3 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.