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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
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
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

Badgley Phelps Wealth Managers's SO Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Southern Company (SO) stake by 2.2% in Q2 2026, selling an estimated $8K and leaving 3,780 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #272.

Badgley Phelps Wealth Managers first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $373K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Badgley Phelps Wealth Managers held 3,780 shares of Southern Company worth $362K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 85 Southern Company shares in Q2 2026, an estimated $8K.
  • Southern Company made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #272 holding.
  • Badgley Phelps Wealth Managers first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Badgley Phelps Wealth Managers's Southern Company position peaked at $373K in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.