Thomas Russo - Gardner Russo & Quinn
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 86
Portfolio value: $8,496,278,296
Holding/activity history for Southern Co (SO)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2004 Q2 |
0 |
0.00 |
Sell 100.00%
|
0.01 |
|
|
SEC |
| 2004 Q1 |
1,200 |
0.01 |
|
|
$30,500.00 |
$36,600,000 |
SEC |
| 2003 Q4 |
1,200 |
<0.01 |
Buy
|
<0.01 |
$30,250.00 |
$36,300,000 |
SEC |