BMSSC
SO icon

B. Metzler seel. Sohn & Co’s Southern Company SO Stock Holding History

B. Metzler seel. Sohn & Co’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 		$2.25M Buy
23,349
+1,470
+7% +$136K 0.02% 363
2025
Q4 		$1.91M Sell
21,879
-1,508
-6% -$138K 0.02% 417
2025
Q3 		$2.22M Hold
23,387
– – 0.02% 369
2025
Q2 		$2.15M Sell
23,387
-38,434
-62% -$3.45M 0.02% 368
2025
Q1 		$5.68M Hold
61,821
– – 0.06% 162
2024
Q4 		$5.09M Buy
61,821
+2,412
+4% +$212K 0.05% 165
2024
Q3 		$5.36M Buy
59,409
+763
+1% +$65.2K 0.05% 183
2024
Q2 		$4.55M Sell
58,646
-2,888
-5% -$219K 0.04% 197
2024
Q1 		$4.41M Buy
61,534
+1,522
+3% +$105K 0.05% 213
2023
Q4 		$4.21M Buy
60,012
+15,875
+36% +$1.09M 0.05% 202
2023
Q3 		$2.86M Sell
44,137
-11,521
-21% -$800K 0.04% 243
2023
Q2 		$3.91M Hold
55,658
– – 0.05% 244
2023
Q1 		$3.87M Buy
55,658
+11,320
+26% +$762K 0.06% 188
2022
Q4 		$3.17M Buy
44,338
+1,199
+3% +$80.2K 0.05% 212
2022
Q3 		$2.93M Buy
43,139
+3,644
+9% +$276K 0.05% 216
2022
Q2 		$2.82M Sell
39,495
-7,746
-16% -$569K 0.05% 234
2022
Q1 		$3.42M Buy
47,241
+2,521
+6% +$171K 0.05% 235
2021
Q4 		$3.06M Buy
44,720
+28,009
+168% +$1.79M 0.04% 254
2021
Q3 		$1.04M Sell
16,711
-2
-0% -$129 0.02% 426
2021
Q2 		$1.01M Sell
16,713
-2,756
-14% -$176K 0.02% 436
2021
Q1 		$1.21M Sell
19,469
-600
-3% -$35.9K 0.02% 389
2020
Q4 		$1.23M Buy
+20,069
New +$1.21M 0.02% 359

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

B. Metzler seel. Sohn & Co's SO Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co increased its Southern Company (SO) stake by 6.7% in Q1 2026, buying an estimated $136K and bringing the position to 23,349 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #363.

B. Metzler seel. Sohn & Co first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.68M in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 23,349 shares of Southern Company worth $2.25M as of Q1 2026.
  • B. Metzler seel. Sohn & Co bought 1,470 Southern Company shares in Q1 2026, an estimated $136K.
  • Southern Company made up 0.02% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #363 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's Southern Company position peaked at $5.68M in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.