Bard Financial Services’s Southern Company SO Stock Holding History

Bard Financial Services’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
2025 Q3	$1.19M	Hold	12,520	–	–	0.13%	114
2025 Q2	$1.15M	Hold	12,520	–	–	0.14%	112
2025 Q1	$1.15M	Hold	12,520	–	–	0.14%	108
2024 Q4	$1.03M	Hold	12,520	–	–	0.12%	112
2024 Q3	$1.13M	Sell	12,520 -4,065	-25%	-$347K	0.13%	111
2024 Q2	$1.29M	Hold	16,585	–	–	0.13%	104
2024 Q1	$1.19M	Hold	16,585	–	–	0.13%	110
2023 Q4	$1.16M	Sell	16,585 -250	-1%	-$17.2K	0.13%	109
2023 Q3	$1.09M	Hold	16,835	–	–	0.13%	108
2023 Q2	$1.18M	Sell	16,835 -250	-1%	-$17.9K	0.09%	154
2023 Q1	$1.19M	Sell	17,085 -6,000	-26%	-$404K	0.1%	154
2022 Q4	$1.65M	Hold	23,085	–	–	0.14%	126
2022 Q3	$1.57M	Hold	23,085	–	–	0.15%	125
2022 Q2	$1.65M	Sell	23,085 -550	-2%	-$40.4K	0.15%	120
2022 Q1	$1.71M	Sell	23,635 -325	-1%	-$22K	0.14%	117
2021 Q4	$1.64M	Hold	23,960	–	–	0.13%	118
2021 Q3	$1.49M	Hold	23,960	–	–	0.13%	123
2021 Q2	$1.45M	Sell	23,960 -500	-2%	-$32K	0.13%	122
2021 Q1	$1.52M	Hold	24,460	–	–	0.15%	115
2020 Q4	$1.5M	Buy	+24,460	New	+$1.47M	0.15%	116

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bard Financial Services's SO Position: Q3 2025 in Review

Bard Financial Services held its Southern Company (SO) position steady in Q3 2025 at 12,520 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #114.

Bard Financial Services first reported a position in SO in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.71M in Q1 2022. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Bard Financial Services held 12,520 shares of Southern Company worth $1.19M as of Q3 2025.
Bard Financial Services left its Southern Company share count unchanged in Q3 2025.
Southern Company made up 0.13% of Bard Financial Services's portfolio in Q3 2025, its #114 holding.
Bard Financial Services first reported a position in Southern Company in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Southern Company position peaked at $1.71M in Q1 2022.
2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.