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Bartlett & Co Wealth Management’s Southern Company SO Stock Holding History

Bartlett & Co 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 		$921K Buy
9,624
+52
+0.5% +$4.9K 0.01% 290
2026
Q1 		$919K Buy
9,572
+23
+0.2% +$2.13K 0.01% 281
2025
Q4 		$833K Sell
9,549
-4
-0% -$365 0.01% 283
2025
Q3 		$905K Sell
9,553
-26
-0.3% -$2.43K 0.01% 269
2025
Q2 		$880K Sell
9,579
-270
-3% -$24.3K 0.01% 266
2025
Q1 		$906K Sell
9,849
-263
-3% -$22.8K 0.01% 264
2024
Q4 		$832K Sell
10,112
-230
-2% -$20.2K 0.01% 273
2024
Q3 		$933K Sell
10,342
-549
-5% -$46.9K 0.01% 266
2024
Q2 		$845K Sell
10,891
-1,296
-11% -$98.2K 0.01% 273
2024
Q1 		$874K Sell
12,187
-73
-0.6% -$5.04K 0.01% 278
2023
Q4 		$860K Buy
12,260
+595
+5% +$40.9K 0.01% 294
2023
Q3 		$755K Sell
11,665
-56
-0.5% -$3.89K 0.01% 295
2023
Q2 		$823K Buy
11,721
+1,694
+17% +$121K 0.01% 295
2023
Q1 		$698K Buy
10,027
+16
+0.2% +$1.08K 0.01% 254
2022
Q4 		$715K Buy
10,011
+15
+0.2% +$1K 0.01% 251
2022
Q3 		$680K Sell
9,996
-1,045
-9% -$79.2K 0.01% 246
2022
Q2 		$787K Buy
11,041
+18
+0.2% +$1.32K 0.02% 239
2022
Q1 		$799K Buy
11,023
+15
+0.1% +$1.02K 0.01% 243
2021
Q4 		$755K Buy
11,008
+1,915
+21% +$122K 0.01% 251
2021
Q3 		$563K Sell
9,093
-294
-3% -$18.9K 0.01% 248
2021
Q2 		$568K Buy
9,387
+732
+8% +$46.8K 0.01% 250
2021
Q1 		$538K Sell
8,655
-408
-5% -$24.4K 0.01% 254
2020
Q4 		$557K Sell
9,063
-37
-0.4% -$2.22K 0.01% 242
2020
Q3 		$493K Buy
9,100
+453
+5% +$24.2K 0.01% 243
2020
Q2 		$448K Sell
8,647
-35
-0.4% -$1.95K 0.01% 245
2020
Q1 		$470K Buy
8,682
+64
+0.7% +$4.05K 0.01% 235
2019
Q4 		$549K Buy
8,618
+14
+0.2% +$868 0.01% 255
2019
Q3 		$531K Buy
8,604
+4,174
+94% +$242K 0.01% 246
2019
Q2 		$245K Buy
4,430
+15
+0.3% +$803 0.01% 243
2019
Q1 		$228K Buy
4,415
+416
+10% +$20.4K 0.01% 244
2018
Q4 		$176K Sell
3,999
-2,382
-37% -$108K 0.01% 259
2018
Q3 		$278K Buy
6,381
+18
+0.3% +$830 0.01% 231
2018
Q2 		$295K Buy
6,363
+675
+12% +$30.2K 0.01% 224
2018
Q1 		$254K Buy
+5,688
New +$253K 0.01% 232

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

Bartlett & Co Wealth Management's SO Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Southern Company (SO) stake by 0.54% in Q2 2026, buying an estimated $4.9K and bringing the position to 9,624 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #290.

Bartlett & Co Wealth Management first reported a position in SO in Q1 2018 and has held it in 34 quarters since. The position peaked at $933K in Q3 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bartlett & Co Wealth Management held 9,624 shares of Southern Company worth $921K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 52 Southern Company shares in Q2 2026, an estimated $4.9K.
  • Southern Company made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Bartlett & Co Wealth Management first reported a position in Southern Company in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's Southern Company position peaked at $933K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.