ZIC
SO icon

ZWJ Investment Counsel’s Southern Company SO Stock Holding History

ZWJ Investment Counsel’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 		$2.52M Buy
26,333
+474
+2% +$44.6K 0.08% 93
2026
Q1 		$2.5M Sell
25,859
-25
-0.1% -$2.31K 0.09% 90
2025
Q4 		$2.26M Buy
25,884
+1,884
+8% +$172K 0.08% 90
2025
Q3 		$2.27M Sell
24,000
-442
-2% -$41.3K 0.08% 88
2025
Q2 		$2.24M Buy
24,442
+1,340
+6% +$120K 0.08% 89
2025
Q1 		$2.12M Sell
23,102
-586
-2% -$50.7K 0.09% 91
2024
Q4 		$1.95M Buy
23,688
+2,092
+10% +$184K 0.08% 94
2024
Q3 		$1.95M Sell
21,596
-202
-0.9% -$17.3K 0.08% 97
2024
Q2 		$1.69M Buy
21,798
+103
+0.5% +$7.8K 0.07% 95
2024
Q1 		$1.56M Sell
21,695
-317
-1% -$21.9K 0.07% 94
2023
Q4 		$1.54M Sell
22,012
-41
-0.2% -$2.81K 0.08% 92
2023
Q3 		$1.43M Sell
22,053
-560
-2% -$38.9K 0.08% 91
2023
Q2 		$1.59M Buy
22,613
+14
+0.1% +$1K 0.08% 90
2023
Q1 		$1.57M Buy
22,599
+85
+0.4% +$5.72K 0.09% 91
2022
Q4 		$1.61M Buy
22,514
+60
+0.3% +$4.01K 0.09% 90
2022
Q3 		$1.53M Sell
22,454
-1,550
-6% -$117K 0.1% 91
2022
Q2 		$1.71M Buy
24,004
+1,895
+9% +$139K 0.1% 87
2022
Q1 		$1.6M Sell
22,109
-500
-2% -$33.9K 0.08% 89
2021
Q4 		$1.55M Hold
22,609
– – 0.08% 91
2021
Q3 		$1.4M Buy
22,609
+4,780
+27% +$308K 0.08% 92
2021
Q2 		$1.08M Sell
17,829
-27,336
-61% -$1.75M 0.06% 98
2021
Q1 		$2.81M Buy
45,165
+13,785
+44% +$825K 0.17% 68
2020
Q4 		$1.93M Buy
31,380
+6,538
+26% +$393K 0.13% 80
2020
Q3 		$1.35M Sell
24,842
-660
-3% -$35.3K 0.11% 77
2020
Q2 		$1.32M Sell
25,502
-1,574
-6% -$87.5K 0.11% 76
2020
Q1 		$1.47M Buy
27,076
+627
+2% +$39.7K 0.13% 86
2019
Q4 		$1.69M Buy
26,449
+1,524
+6% +$94.4K 0.11% 86
2019
Q3 		$1.54M Buy
24,925
+175
+0.7% +$10.1K 0.12% 74
2019
Q2 		$1.37M Buy
24,750
+2,925
+13% +$157K 0.11% 80
2019
Q1 		$1.13M Sell
21,825
-22,803
-51% -$1.12M 0.09% 81
2018
Q4 		$1.96M Buy
44,628
+21,036
+89% +$956K 0.18% 69
2018
Q3 		$1.03M Sell
23,592
-214
-0.9% -$9.86K 0.08% 82
2018
Q2 		$1.1M Sell
23,806
-2,739
-10% -$123K 0.1% 75
2018
Q1 		$1.19M Sell
26,545
-5,475
-17% -$243K 0.11% 76
2017
Q4 		$1.54M Sell
32,020
-3,188
-9% -$162K 0.12% 86
2017
Q3 		$1.73M Buy
35,208
+1,000
+3% +$48.5K 0.14% 79
2017
Q2 		$1.64M Sell
34,208
-26,653
-44% -$1.34M 0.13% 85
2017
Q1 		$3.03M Buy
60,861
+43,749
+256% +$2.16M 0.25% 68
2016
Q4 		$842K Sell
17,112
-200
-1% -$9.83K 0.08% 92
2016
Q3 		$888K Sell
17,312
-478
-3% -$25.2K 0.09% 88
2016
Q2 		$954K Sell
17,790
-585
-3% -$29.4K 0.1% 89
2016
Q1 		$950K Buy
18,375
+282
+2% +$13.7K 0.1% 87
2015
Q4 		$847K Sell
18,093
-100
-0.5% -$4.53K 0.09% 91
2015
Q3 		$814K Sell
18,193
-200
-1% -$8.77K 0.09% 88
2015
Q2 		$770K Sell
18,393
-26
-0.1% -$1.13K 0.08% 91
2015
Q1 		$816K Sell
18,419
-341
-2% -$16.2K 0.09% 85
2014
Q4 		$921K Buy
18,760
+1,950
+12% +$92.1K 0.09% 84
2014
Q3 		$734K Sell
16,810
-140
-0.8% -$6.15K 0.08% 90
2014
Q2 		$769K Sell
16,950
-87
-0.5% -$3.85K 0.09% 87
2014
Q1 		$749K Buy
17,037
+2,900
+21% +$122K 0.09% 85
2013
Q4 		$581K Buy
14,137
+477
+3% +$19.7K 0.07% 95
2013
Q3 		$562K Sell
13,660
-298
-2% -$12.8K 0.07% 90
2013
Q2 		$615K Buy
+13,958
New +$642K 0.08% 90

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ZWJ Investment Counsel's SO Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Southern Company (SO) stake by 1.8% in Q2 2026, buying an estimated $44.6K and bringing the position to 26,333 shares worth $2.52M. The position accounts for 0.08% of the portfolio, ranked #93.

ZWJ Investment Counsel first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.03M in Q1 2017. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • ZWJ Investment Counsel held 26,333 shares of Southern Company worth $2.52M as of Q2 2026.
  • ZWJ Investment Counsel bought 474 Southern Company shares in Q2 2026, an estimated $44.6K.
  • Southern Company made up 0.08% of ZWJ Investment Counsel's portfolio in Q2 2026, its #93 holding.
  • ZWJ Investment Counsel first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • ZWJ Investment Counsel's Southern Company position peaked at $3.03M in Q1 2017.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.