BWS
SO icon

BCR Wealth Strategies’s Southern Company SO Stock Holding History

BCR Wealth Strategies’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 		$641K Buy
6,703
+43
+0.6% +$4.05K 0.18% 19
2026
Q1 		$642K Sell
6,660
-349
-5% -$32.3K 0.2% 20
2025
Q4 		$611K Buy
7,009
+819
+13% +$74.8K 0.2% 21
2025
Q3 		$586K Sell
6,190
-102
-2% -$9.52K 0.21% 17
2025
Q2 		$577K Buy
6,292
+7
+0.1% +$629 0.22% 15
2025
Q1 		$577K Sell
6,285
-251
-4% -$21.7K 0.25% 16
2024
Q4 		$538K Buy
6,536
+118
+2% +$10.4K 0.25% 15
2024
Q3 		$578K Sell
6,418
-442
-6% -$37.8K 0.27% 16
2024
Q2 		$532K Buy
6,860
+342
+5% +$25.9K 0.35% 14
2024
Q1 		$468K Buy
6,518
+13
+0.2% +$897 0.32% 14
2023
Q4 		$456K Sell
6,505
-27
-0.4% -$1.85K 0.33% 14
2023
Q3 		$422K Buy
6,532
+337
+5% +$23.4K 0.34% 14
2023
Q2 		$435K Sell
6,195
-46
-0.7% -$3.3K 0.34% 14
2023
Q1 		$434K Buy
6,241
+10
+0.2% +$673 0.35% 14
2022
Q4 		$444K Buy
6,231
+61
+1% +$4.08K 0.38% 13
2022
Q3 		$420K Buy
6,170
+4
+0.1% +$303 0.43% 13
2022
Q2 		$440K Buy
6,166
+397
+7% +$29.1K 0.45% 13
2022
Q1 		$418K Buy
5,769
+2,066
+56% +$140K 0.4% 12
2021
Q4 		$254K Buy
+3,703
New +$236K 0.24% 14

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

BCR Wealth Strategies's SO Position: Q2 2026 in Review

BCR Wealth Strategies increased its Southern Company (SO) stake by 0.65% in Q2 2026, buying an estimated $4.05K and bringing the position to 6,703 shares worth $641K. The position accounts for 0.18% of the portfolio, ranked #19.

BCR Wealth Strategies first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $642K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • BCR Wealth Strategies held 6,703 shares of Southern Company worth $641K as of Q2 2026.
  • BCR Wealth Strategies bought 43 Southern Company shares in Q2 2026, an estimated $4.05K.
  • Southern Company made up 0.18% of BCR Wealth Strategies's portfolio in Q2 2026, its #19 holding.
  • BCR Wealth Strategies first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • BCR Wealth Strategies's Southern Company position peaked at $642K in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.