Baron Wealth Management
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Baron Wealth Management’s Southern Company SO Stock Holding History

Baron Wealth Management’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
Q3 		$205K Sell
2,467
-246
-9% -$22.4K 0.05% 287
2026
Q2 		$260K Buy
2,713
+41
+2% +$3.86K 0.07% 233
2026
Q1 		$258K Sell
2,672
-293
-10% -$27.1K 0.08% 209
2025
Q4 		$259K Sell
2,965
-1,018
-26% -$92.9K 0.08% 194
2025
Q3 		$377K Buy
3,983
+809
+25% +$75.5K 0.12% 119
2025
Q2 		$291K Buy
3,174
+386
+14% +$34.7K 0.1% 145
2025
Q1 		$256K Buy
+2,788
New +$241K 0.11% 152

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Baron Wealth Management's SO Position: Q3 2026 in Review

Baron Wealth Management reduced its Southern Company (SO) stake by 9.1% in Q3 2026, selling an estimated $22.4K and leaving 2,467 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #287.

Baron Wealth Management first reported a position in SO in Q1 2025 and has held it in 7 quarters since. The position peaked at $377K in Q3 2025. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Baron Wealth Management held 2,467 shares of Southern Company worth $205K as of Q3 2026.
  • Baron Wealth Management sold 246 Southern Company shares in Q3 2026, an estimated $22.4K.
  • Southern Company made up 0.05% of Baron Wealth Management's portfolio in Q3 2026, its #287 holding.
  • Baron Wealth Management first reported a position in Southern Company in Q1 2025 and has held it in 7 quarters since.
  • Baron Wealth Management's Southern Company position peaked at $377K in Q3 2025.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.