BFS
SO icon

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
Q2 		$17.1K Buy
179
+69
+63% +$6.5K ﹤0.01% 346
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
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

Bare Financial Services's SO Position: Q2 2026 in Review

Bare Financial Services increased its Southern Company (SO) stake by 63% in Q2 2026, buying an estimated $6.5K and bringing the position to 179 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Bare Financial Services first reported a position in SO in Q1 2025 and has held it in 6 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bare Financial Services held 179 shares of Southern Company worth $17.1K as of Q2 2026.
  • Bare Financial Services bought 69 Southern Company shares in Q2 2026, an estimated $6.5K.
  • Southern Company made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #346 holding.
  • Bare Financial Services first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.