Baker Avenue Asset Management’s Southern Company SO Stock Holding History

Baker Avenue Asset Management’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	$852K	Buy	8,902 +551	+7%	+$51.9K	0.02%	340
2026 Q1	$806K	Buy	8,351 +797	+11%	+$73.7K	0.02%	312
2025 Q4	$659K	Buy	7,554 +88	+1%	+$8.03K	0.02%	318
2025 Q3	$708K	Buy	7,466 +30	+0.4%	+$2.8K	0.02%	289
2025 Q2	$683K	Buy	7,436 +1,025	+16%	+$92.1K	0.02%	272
2025 Q1	$589K	Sell	6,411 -1,791	-22%	-$155K	0.02%	280
2024 Q4	$675K	Buy	8,202 +166	+2%	+$14.6K	0.02%	266
2024 Q3	$725K	Buy	+8,036	New	+$686K	0.02%	255
2023 Q4	–	Sell	-646	Closed	-$41.8K	–	1315
2023 Q3	$41.8K	Sell	646 -115	-15%	-$7.98K	﹤0.01%	544
2023 Q2	$53.5K	Buy	761 +328	+76%	+$23.5K	﹤0.01%	516
2023 Q1	$30.1K	Sell	433 -78	-15%	-$5.25K	﹤0.01%	602
2022 Q4	$36.5K	Buy	+511	New	+$34.2K	﹤0.01%	536
2014 Q2	–	Sell	-54,458	Closed	-$2.39M	–	303
2014 Q1	$2.39M	Buy	54,458 +12,520	+30%	+$525K	0.38%	87
2013 Q4	$1.72M	Buy	41,938 +8,140	+24%	+$336K	0.33%	75
2013 Q3	$1.39M	Buy	33,798 +2,868	+9%	+$124K	0.29%	81
2013 Q2	$1.36M	Buy	+30,930	New	+$1.42M	0.34%	82

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Baker Avenue Asset Management's SO Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Southern Company (SO) stake by 6.6% in Q2 2026, buying an estimated $51.9K and bringing the position to 8,902 shares worth $852K. The position accounts for 0.02% of the portfolio, ranked #340.

Baker Avenue Asset Management first reported a position in SO in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.39M in Q1 2014. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Baker Avenue Asset Management held 8,902 shares of Southern Company worth $852K as of Q2 2026.
Baker Avenue Asset Management bought 551 Southern Company shares in Q2 2026, an estimated $51.9K.
Southern Company made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #340 holding.
Baker Avenue Asset Management first reported a position in Southern Company in Q2 2013 and has held it in 16 quarters since.
Baker Avenue Asset Management's Southern Company position peaked at $2.39M in Q1 2014.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.