Beaird Harris Wealth Management’s Southern Company SO Stock Holding History

Beaird Harris 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	$43.4K	Hold	453	–	–	﹤0.01%	267
2026 Q1	$43.7K	Hold	453	–	–	﹤0.01%	256
2025 Q4	$39.5K	Sell	453 -10	-2%	-$913	﹤0.01%	278
2025 Q3	$43.9K	Buy	463 +10	+2%	+$934	﹤0.01%	259
2025 Q2	$41.6K	Buy	453 +48	+12%	+$4.31K	﹤0.01%	264
2025 Q1	$37.2K	Hold	405	–	–	﹤0.01%	249
2024 Q4	$33.3K	Sell	405 -250	-38%	-$21.9K	﹤0.01%	268
2024 Q3	$59.1K	Sell	655 -2,794	-81%	-$239K	0.01%	217
2024 Q2	$268K	Buy	3,449 +251	+8%	+$19K	0.03%	111
2024 Q1	$229K	Buy	3,198 +305	+11%	+$21.1K	0.02%	107
2023 Q4	$203K	Hold	2,893	–	–	0.02%	105
2023 Q3	$187K	Hold	2,893	–	–	0.02%	100
2023 Q2	$203K	Hold	2,893	–	–	0.02%	96
2023 Q1	$201K	Hold	2,893	–	–	0.04%	84
2022 Q4	$207K	Hold	2,893	–	–	0.04%	87
2022 Q3	$197K	Buy	2,893 +2,793	+2,793%	+$212K	0.04%	82
2022 Q2	$7K	Sell	100 -2,793	-97%	-$205K	﹤0.01%	280
2022 Q1	$210K	Sell	2,893 -500	-15%	-$33.9K	0.08%	83
2021 Q4	$233K	Buy	+3,393	New	+$216K	0.09%	106

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

Beaird Harris Wealth Management's SO Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 453 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Beaird Harris Wealth Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $268K in Q2 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Beaird Harris Wealth Management held 453 shares of Southern Company worth $43.4K as of Q2 2026.
Beaird Harris Wealth Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #267 holding.
Beaird Harris Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Southern Company position peaked at $268K in Q2 2024.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.