Bartlett & Co Wealth Management’s Southern Company SO Stock Holding History
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
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. 2,365 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.
- 2,365 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.