Bare Financial Services’s Southern Company SO Stock Holding History

Bare 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
2026 Q1	$10.6K	Buy	110 +23	+26%	+$2.13K	﹤0.01%	319
2025 Q4	$7.59K	Sell	87 -16	-16%	-$1.46K	﹤0.01%	353
2025 Q3	$9.76K	Buy	103 +25	+32%	+$2.33K	﹤0.01%	244
2025 Q2	$7.16K	Buy	78 +73	+1,460%	+$6.56K	﹤0.01%	294
2025 Q1	$460	Buy	+5	New	+$433	﹤0.01%	858

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bare Financial Services's SO Position: Q1 2026 in Review

Bare Financial Services increased its Southern Company (SO) stake by 26% in Q1 2026, buying an estimated $2.13K and bringing the position to 110 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Bare Financial Services first reported a position in SO in Q1 2025 and has held it in 5 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Bare Financial Services held 110 shares of Southern Company worth $10.6K as of Q1 2026.
Bare Financial Services bought 23 Southern Company shares in Q1 2026, an estimated $2.13K.
Southern Company made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #319 holding.
Bare Financial Services first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.