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Bailard’s Southern Company SO Stock Holding History

Bailard’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 		$4.52M Buy
46,844
+26
+0.1% +$2.4K 0.1% 152
2025
Q4 		$4.08M Buy
46,818
+2,767
+6% +$253K 0.09% 156
2025
Q3 		$4.17M Sell
44,051
-45
-0.1% -$4.2K 0.09% 160
2025
Q2 		$4.05M Buy
44,096
+545
+1% +$49K 0.09% 158
2025
Q1 		$4M Buy
43,551
+50
+0.1% +$4.33K 0.1% 151
2024
Q4 		$3.58M Buy
43,501
+4,394
+11% +$385K 0.09% 163
2024
Q3 		$3.53M Buy
39,107
+2,066
+6% +$176K 0.09% 175
2024
Q2 		$2.87M Buy
37,041
+10,091
+37% +$765K 0.08% 193
2024
Q1 		$1.93M Sell
26,950
-9,098
-25% -$628K 0.05% 233
2023
Q4 		$2.53M Sell
36,048
-481
-1% -$33K 0.07% 201
2023
Q3 		$2.36M Buy
36,529
+3
+0% +$208 0.08% 187
2023
Q2 		$2.57M Buy
36,526
+454
+1% +$32.6K 0.09% 173
2023
Q1 		$2.51M Sell
36,072
-265
-0.7% -$17.8K 0.09% 177
2022
Q4 		$2.59M Sell
36,337
-238
-0.7% -$15.9K 0.1% 170
2022
Q3 		$2.49M Buy
36,575
+716
+2% +$54.2K 0.1% 162
2022
Q2 		$2.56M Buy
35,859
+7,677
+27% +$564K 0.1% 169
2022
Q1 		$2.04M Buy
28,182
+227
+0.8% +$15.4K 0.07% 205
2021
Q4 		$1.92M Buy
27,955
+73
+0.3% +$4.65K 0.06% 207
2021
Q3 		$1.73M Buy
27,882
+420
+2% +$27K 0.06% 213
2021
Q2 		$1.66M Buy
27,462
+2,339
+9% +$150K 0.06% 219
2021
Q1 		$1.56M Buy
25,123
+7,463
+42% +$447K 0.06% 219
2020
Q4 		$1.08M Sell
17,660
-401
-2% -$24.1K 0.05% 208
2020
Q3 		$979K Buy
18,061
+12
+0.1% +$641 0.05% 201
2020
Q2 		$936K Buy
+18,049
New +$1M 0.05% 201

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

Bailard's SO Position: Q1 2026 in Review

Bailard increased its Southern Company (SO) stake by 0.06% in Q1 2026, buying an estimated $2.4K and bringing the position to 46,844 shares worth $4.52M. The position accounts for 0.1% of the portfolio, ranked #152.

Bailard first reported a position in SO in Q2 2020 and has held it in 24 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Bailard held 46,844 shares of Southern Company worth $4.52M as of Q1 2026.
  • Bailard bought 26 Southern Company shares in Q1 2026, an estimated $2.4K.
  • Southern Company made up 0.1% of Bailard's portfolio in Q1 2026, its #152 holding.
  • Bailard first reported a position in Southern Company in Q2 2020 and has held it in 24 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.