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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baron Wealth Management's SO Position: Q2 2026 in Review

Baron Wealth Management increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $3.86K and bringing the position to 2,713 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #233.

Baron Wealth Management first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $377K in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Baron Wealth Management held 2,713 shares of Southern Company worth $260K as of Q2 2026.
  • Baron Wealth Management bought 41 Southern Company shares in Q2 2026, an estimated $3.86K.
  • Southern Company made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Baron Wealth Management first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • Baron Wealth Management's Southern Company position peaked at $377K in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.