BHWM
SO icon

Bay Harbor Wealth Management’s Southern Company SO Stock Holding History

Bay Harbor 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 		$11.5K Buy
120
+20
+20% +$1.88K ﹤0.01% 266
2026
Q1 		$9.65K Buy
100
+30
+43% +$2.77K ﹤0.01% 227
2025
Q4 		$6.1K Buy
70
+26
+59% +$2.37K ﹤0.01% 249
2025
Q3 		$4.17K Buy
44
+10
+29% +$934 ﹤0.01% 229
2025
Q2 		$3.12K Buy
34
+15
+79% +$1.35K ﹤0.01% 226
2025
Q1 		$1.75K Buy
+19
New +$1.65K ﹤0.01% 206
2021
Q4 		– Sell
-71
Closed -$4K – 202
2021
Q3 		$4K Sell
71
-314
-82% -$20.2K ﹤0.01% 164
2021
Q2 		$23K Sell
385
-584
-60% -$37.3K 0.01% 154
2021
Q1 		$60K Sell
969
-620
-39% -$37.1K 0.03% 132
2020
Q4 		$98K Sell
1,589
-1,024
-39% -$61.6K 0.04% 103
2020
Q3 		$142K Sell
2,613
-1,329
-34% -$71K 0.07% 98
2020
Q2 		$204K Buy
3,942
+1,130
+40% +$62.8K 0.11% 90
2020
Q1 		$152K Sell
2,812
-773
-22% -$49K 0.09% 92
2019
Q4 		$228K Sell
3,585
-901
-20% -$55.8K 0.12% 89
2019
Q3 		$278K Sell
4,486
-1,495
-25% -$86.7K 0.17% 76
2019
Q2 		$331K Sell
5,981
-306
-5% -$16.4K 0.21% 71
2019
Q1 		$325K Buy
6,287
+557
+10% +$27.3K 0.22% 71
2018
Q4 		$252K Buy
+5,730
New +$260K 0.2% 76

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bay Harbor Wealth Management's SO Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Southern Company (SO) stake by 20% in Q2 2026, buying an estimated $1.88K and bringing the position to 120 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Bay Harbor Wealth Management first reported a position in SO in Q4 2018 and has held it in 18 quarters since. The position peaked at $331K in Q2 2019. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bay Harbor Wealth Management held 120 shares of Southern Company worth $11.5K as of Q2 2026.
  • Bay Harbor Wealth Management bought 20 Southern Company shares in Q2 2026, an estimated $1.88K.
  • Southern Company made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Bay Harbor Wealth Management first reported a position in Southern Company in Q4 2018 and has held it in 18 quarters since.
  • Bay Harbor Wealth Management's Southern Company position peaked at $331K in Q2 2019.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.