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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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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. 426 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.
  • 426 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.