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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BCR Wealth Strategies's SO Position: Q1 2026 in Review

BCR Wealth Strategies reduced its Southern Company (SO) stake by 5% in Q1 2026, selling an estimated $32.3K and leaving 6,660 shares worth $642K. The position accounts for 0.2% of the portfolio, ranked #20.

BCR Wealth Strategies first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • BCR Wealth Strategies held 6,660 shares of Southern Company worth $642K as of Q1 2026.
  • BCR Wealth Strategies sold 349 Southern Company shares in Q1 2026, an estimated $32.3K.
  • Southern Company made up 0.2% of BCR Wealth Strategies's portfolio in Q1 2026, its #20 holding.
  • BCR Wealth Strategies first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on BCR Wealth Strategies's 13F filing for Q1 2026, filed 1 May 2026.