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BCS Private Wealth Management’s Southern Company SO Stock Holding History

BCS Private 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
Q1 		$280K Sell
2,905
-225
-7% -$20.8K 0.09% 156
2025
Q4 		$273K Buy
3,130
+100
+3% +$9.13K 0.09% 153
2025
Q3 		$287K Hold
3,030
– – 0.1% 135
2025
Q2 		$278K Buy
+3,030
New +$272K 0.1% 139

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

BCS Private Wealth Management's SO Position: Q1 2026 in Review

BCS Private Wealth Management reduced its Southern Company (SO) stake by 7.2% in Q1 2026, selling an estimated $20.8K and leaving 2,905 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #156.

BCS Private Wealth Management first reported a position in SO in Q2 2025 and has held it in 4 quarters since. The position peaked at $287K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • BCS Private Wealth Management held 2,905 shares of Southern Company worth $280K as of Q1 2026.
  • BCS Private Wealth Management sold 225 Southern Company shares in Q1 2026, an estimated $20.8K.
  • Southern Company made up 0.09% of BCS Private Wealth Management's portfolio in Q1 2026, its #156 holding.
  • BCS Private Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
  • BCS Private Wealth Management's Southern Company position peaked at $287K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.