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Badgley Phelps Wealth Managers’s Southern Company SO Stock Holding History

Badgley Phelps Wealth Managers’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 		$373K Buy
3,865
+1,329
+52% +$123K 0.01% 262
2025
Q4 		$221K Buy
2,536
+1
+0% +$91 ﹤0.01% 312
2025
Q3 		$240K Sell
2,535
-53
-2% -$4.95K 0.01% 277
2025
Q2 		$238K Sell
2,588
-23
-0.9% -$2.07K 0.01% 277
2025
Q1 		$240K Buy
2,611
+1
+0% +$87 0.01% 277
2024
Q4 		$215K Hold
2,610
– – 0.01% 281
2024
Q3 		$235K Buy
+2,610
New +$223K 0.01% 271

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

Badgley Phelps Wealth Managers's SO Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Southern Company (SO) stake by 52% in Q1 2026, buying an estimated $123K and bringing the position to 3,865 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #262.

Badgley Phelps Wealth Managers first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Badgley Phelps Wealth Managers held 3,865 shares of Southern Company worth $373K as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 1,329 Southern Company shares in Q1 2026, an estimated $123K.
  • Southern Company made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #262 holding.
  • Badgley Phelps Wealth Managers first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.