BCS Wealth Management’s Southern Company SO Stock Holding History

BCS 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	$673K	Sell	7,030 -80	-1%	-$7.53K	0.12%	144
2026 Q1	$686K	Sell	7,110 -7,128	-50%	-$659K	0.14%	130
2025 Q4	$1.24M	Buy	14,238 +9,808	+221%	+$895K	0.13%	138
2025 Q3	$420K	Sell	4,430 -142	-3%	-$13.3K	0.09%	163
2025 Q2	$420K	Buy	+4,572	New	+$411K	0.09%	171
2022 Q3	–	Sell	-4,407	Closed	-$314K	–	192
2022 Q2	$314K	Sell	4,407 -262	-6%	-$19.2K	0.14%	130
2022 Q1	$339K	Sell	4,669 -3,708	-44%	-$251K	0.14%	138
2021 Q4	$574K	Buy	8,377 +4,069	+94%	+$259K	0.21%	97
2021 Q3	$267K	Hold	4,308	–	–	0.11%	148
2021 Q2	$261K	Hold	4,308	–	–	0.14%	133
2021 Q1	$268K	Hold	4,308	–	–	0.13%	131
2020 Q4	$265K	Hold	4,308	–	–	0.14%	114
2020 Q3	$234K	Hold	4,308	–	–	0.13%	114
2020 Q2	$223K	Buy	+4,308	New	+$239K	0.13%	112

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BCS Wealth Management's SO Position: Q2 2026 in Review

BCS Wealth Management reduced its Southern Company (SO) stake by 1.1% in Q2 2026, selling an estimated $7.53K and leaving 7,030 shares worth $673K. The position accounts for 0.12% of the portfolio, ranked #144.

BCS Wealth Management first reported a position in SO in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.24M in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

BCS Wealth Management held 7,030 shares of Southern Company worth $673K as of Q2 2026.
BCS Wealth Management sold 80 Southern Company shares in Q2 2026, an estimated $7.53K.
Southern Company made up 0.12% of BCS Wealth Management's portfolio in Q2 2026, its #144 holding.
BCS Wealth Management first reported a position in Southern Company in Q2 2020 and has held it in 14 quarters since.
BCS Wealth Management's Southern Company position peaked at $1.24M in Q4 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.