Baron Silver Stevens Financial Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Other funds holding SO
Baron Silver Stevens Financial Advisors's SO Position: Q2 2026 in Review
Baron Silver Stevens Financial Advisors increased its Southern Company (SO) stake by 3.5% in Q2 2026, buying an estimated $27K and bringing the position to 8,372 shares worth $801K. The position accounts for 0.1% of the portfolio, ranked #74.
Baron Silver Stevens Financial Advisors first reported a position in SO in Q4 2020 and has held it in 3 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Baron Silver Stevens Financial Advisors held 8,372 shares of Southern Company worth $801K as of Q2 2026.
- Baron Silver Stevens Financial Advisors bought 287 Southern Company shares in Q2 2026, an estimated $27K.
- Southern Company made up 0.1% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #74 holding.
- Baron Silver Stevens Financial Advisors first reported a position in Southern Company in Q4 2020 and has held it in 3 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.