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Baldwin Investment Management’s Southern Company SO Stock Holding History

Baldwin Investment 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 		$3.18M Buy
33,202
+14,965
+82% +$1.41M 0.31% 47
2026
Q1 		$1.76M Buy
18,237
+1,200
+7% +$111K 0.21% 68
2025
Q4 		$1.49M Buy
17,037
+3,159
+23% +$288K 0.17% 73
2025
Q3 		$1.32M Buy
13,878
+550
+4% +$51.3K 0.15% 83
2025
Q2 		$1.22M Sell
13,328
-130
-1% -$11.7K 0.15% 90
2025
Q1 		$1.24M Buy
13,458
+931
+7% +$80.6K 0.15% 86
2024
Q4 		$1.03M Buy
12,527
+458
+4% +$40.2K 0.13% 99
2024
Q3 		$1.09M Sell
12,069
-401
-3% -$34.3K 0.14% 103
2024
Q2 		$967K Buy
12,470
+2,995
+32% +$227K 0.13% 108
2024
Q1 		$680K Buy
9,475
+675
+8% +$46.6K 0.09% 133
2023
Q4 		$617K Buy
8,800
+1,325
+18% +$91K 0.1% 123
2023
Q3 		$484K Sell
7,475
-300
-4% -$20.8K 0.08% 135
2023
Q2 		$546K Sell
7,775
-200
-3% -$14.3K 0.09% 133
2023
Q1 		$555K Buy
7,975
+1,700
+27% +$114K 0.1% 131
2022
Q4 		$448K Buy
6,275
+1,475
+31% +$98.6K 0.08% 142
2022
Q3 		$326K Sell
4,800
-350
-7% -$26.5K 0.07% 161
2022
Q2 		$367K Sell
5,150
-1,315
-20% -$96.6K 0.07% 168
2022
Q1 		$469K Hold
6,465
– – 0.07% 161
2021
Q4 		$443K Buy
6,465
+1,615
+33% +$103K 0.07% 175
2021
Q3 		$301K Buy
4,850
+650
+15% +$41.8K 0.05% 198
2021
Q2 		$254K Buy
+4,200
New +$269K 0.04% 220

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 $3.38T AUM 44.17% 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

Baldwin Investment Management's SO Position: Q2 2026 in Review

Baldwin Investment Management increased its Southern Company (SO) stake by 82% in Q2 2026, buying an estimated $1.41M and bringing the position to 33,202 shares worth $3.18M. The position accounts for 0.31% of the portfolio, ranked #47.

Baldwin Investment Management first reported a position in SO in Q2 2021 and has held it in 21 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Baldwin Investment Management held 33,202 shares of Southern Company worth $3.18M as of Q2 2026.
  • Baldwin Investment Management bought 14,965 Southern Company shares in Q2 2026, an estimated $1.41M.
  • Southern Company made up 0.31% of Baldwin Investment Management's portfolio in Q2 2026, its #47 holding.
  • Baldwin Investment Management first reported a position in Southern Company in Q2 2021 and has held it in 21 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.