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 Q3	$305K	Sell	3,678 -102	-3%	-$9.3K	0.01%	294
2026 Q2	$362K	Sell	3,780 -85	-2%	-$8K	0.01%	272
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Badgley Phelps Wealth Managers's SO Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Southern Company (SO) stake by 2.7% in Q3 2026, selling an estimated $9.3K and leaving 3,678 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #294.

Badgley Phelps Wealth Managers first reported a position in SO in Q3 2024 and has held it in 9 quarters since. The position peaked at $373K in Q1 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Badgley Phelps Wealth Managers held 3,678 shares of Southern Company worth $305K as of Q3 2026.
Badgley Phelps Wealth Managers sold 102 Southern Company shares in Q3 2026, an estimated $9.3K.
Southern Company made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #294 holding.
Badgley Phelps Wealth Managers first reported a position in Southern Company in Q3 2024 and has held it in 9 quarters since.
Badgley Phelps Wealth Managers's Southern Company position peaked at $373K in Q1 2026.
1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.