Bank Julius Baer & Co
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Bank Julius Baer & Co’s Southern Company SO Stock Holding History

Bank Julius Baer & Co’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 		$71.6M Buy
746,107
+11,841
+2% +$1.11M 0.19% 104
2026
Q1 		$71M Buy
734,266
+12,695
+2% +$1.17M 0.21% 92
2025
Q4 		$63M Buy
721,571
+399,289
+124% +$36.5M 0.17% 104
2025
Q3 		$30.5M Buy
322,282
+16,474
+5% +$1.54M 0.09% 124
2025
Q2 		$28.1M Buy
305,808
+21,552
+8% +$1.94M 0.08% 122
2025
Q1 		$26M Buy
284,256
+246,256
+648% +$21.3M 0.08% 126
2024
Q4 		$3.13M Buy
+38,000
New +$3.33M 0.01% 258
2021
Q1 		– Sell
-1,188
Closed -$73K – 889
2020
Q4 		$73K Buy
+1,188
New +$71.4K ﹤0.01% 657

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

Bank Julius Baer & Co's SO Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Southern Company (SO) stake by 1.6% in Q2 2026, buying an estimated $1.11M and bringing the position to 746,107 shares worth $71.6M. The position accounts for 0.19% of the portfolio, ranked #104.

Bank Julius Baer & Co first reported a position in SO in Q4 2020 and has held it in 8 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bank Julius Baer & Co held 746,107 shares of Southern Company worth $71.6M as of Q2 2026.
  • Bank Julius Baer & Co bought 11,841 Southern Company shares in Q2 2026, an estimated $1.11M.
  • Southern Company made up 0.19% of Bank Julius Baer & Co's portfolio in Q2 2026, its #104 holding.
  • Bank Julius Baer & Co first reported a position in Southern Company in Q4 2020 and has held it in 8 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.