Baltimore-Washington Financial Advisors’s Southern Company SO Stock Holding History

Baltimore-Washington Financial Advisors’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	$13.4M	Buy	140,045 +8,540	+6%	+$804K	0.5%	57
2026 Q1	$12.7M	Buy	131,505 +8,689	+7%	+$804K	0.55%	55
2025 Q4	$10.7M	Buy	122,816 +9,356	+8%	+$854K	0.45%	61
2025 Q3	$10.8M	Buy	113,460 +7,017	+7%	+$655K	0.46%	60
2025 Q2	$9.77M	Buy	106,443 +16,913	+19%	+$1.52M	0.46%	66
2025 Q1	$8.23M	Buy	89,530 +3,906	+5%	+$338K	0.44%	68
2024 Q4	$7.05M	Buy	85,624 +3,029	+4%	+$266K	0.36%	73
2024 Q3	$7.45M	Buy	82,595 +2,023	+3%	+$173K	0.4%	70
2024 Q2	$6.25M	Buy	80,572 +1,411	+2%	+$107K	0.36%	72
2024 Q1	$5.68M	Buy	79,161 +4,403	+6%	+$304K	0.35%	75
2023 Q4	$5.24M	Buy	74,758 +3,128	+4%	+$215K	0.36%	77
2023 Q3	$4.64M	Buy	+71,630	New	+$4.97M	0.38%	75
2015 Q4	–	Sell	-700	Closed	-$31K	–	231
2015 Q3	$31K	Hold	700	–	–	0.01%	149
2015 Q2	$29K	Hold	700	–	–	0.01%	152
2015 Q1	$31K	Hold	700	–	–	0.01%	163
2014 Q4	$34K	Buy	700 +200	+40%	+$9.45K	0.01%	147
2014 Q3	$22K	Hold	500	–	–	0.01%	173
2014 Q2	$23K	Hold	500	–	–	0.01%	206
2014 Q1	$22K	Hold	500	–	–	0.01%	175
2013 Q4	$21K	Hold	500	–	–	0.01%	203
2013 Q3	$21K	Hold	500	–	–	0.01%	151
2013 Q2	$22K	Buy	+500	New	+$23K	0.01%	134

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

Baltimore-Washington Financial Advisors's SO Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Southern Company (SO) stake by 6.5% in Q2 2026, buying an estimated $804K and bringing the position to 140,045 shares worth $13.4M. The position accounts for 0.5% of the portfolio, ranked #57.

Baltimore-Washington Financial Advisors first reported a position in SO in Q2 2013 and has held it in 22 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Baltimore-Washington Financial Advisors held 140,045 shares of Southern Company worth $13.4M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 8,540 Southern Company shares in Q2 2026, an estimated $804K.
Southern Company made up 0.5% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #57 holding.
Baltimore-Washington Financial Advisors first reported a position in Southern Company in Q2 2013 and has held it in 22 quarters since.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.