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Bedell Frazier Investment Counselling’s Southern Company SO Stock Holding History

Bedell Frazier Investment Counselling’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 		$924K Sell
9,571
-649
-6% -$60K 0.19% 74
2025
Q4 		$891K Sell
10,220
-155
-1% -$14.2K 0.17% 77
2025
Q3 		$983K Hold
10,375
– – 0.2% 77
2025
Q2 		$953K Hold
10,375
– – 0.24% 62
2025
Q1 		$954K Hold
10,375
– – 0.24% 60
2024
Q4 		$854K Sell
10,375
-15
-0.1% -$1.32K 0.21% 66
2024
Q3 		$937K Hold
10,390
– – 0.22% 63
2024
Q2 		$806K Sell
10,390
-211
-2% -$16K 0.19% 66
2024
Q1 		$761K Sell
10,601
-502
-5% -$34.7K 0.19% 67
2023
Q4 		$779K Sell
11,103
-641
-5% -$44K 0.21% 57
2023
Q3 		$760K Hold
11,744
– – 0.23% 58
2023
Q2 		$825K Sell
11,744
-800
-6% -$57.4K 0.24% 57
2023
Q1 		$873K Buy
12,544
+50
+0.4% +$3.37K 0.26% 53
2022
Q4 		$892K Sell
12,494
-145
-1% -$9.7K 0.23% 62
2022
Q3 		$859K Buy
+12,639
New +$957K 0.24% 57
2016
Q4 		– Sell
-6,039
Closed -$310K – 56
2016
Q3 		$310K Buy
+6,039
New +$318K 0.13% 43
2016
Q2 		– Sell
-6,039
Closed -$312K – 51
2016
Q1 		$312K Hold
6,039
– – 0.16% 38
2015
Q4 		$283K Hold
6,039
– – 0.14% 43
2015
Q3 		$270K Hold
6,039
– – 0.16% 47
2015
Q2 		$253K Hold
6,039
– – 0.1% 64
2015
Q1 		$267K Buy
+6,039
New +$287K 0.11% 70

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bedell Frazier Investment Counselling's SO Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its Southern Company (SO) stake by 6.4% in Q1 2026, selling an estimated $60K and leaving 9,571 shares worth $924K. The position accounts for 0.19% of the portfolio, ranked #74.

Bedell Frazier Investment Counselling first reported a position in SO in Q1 2015 and has held it in 21 quarters since. The position peaked at $983K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Bedell Frazier Investment Counselling held 9,571 shares of Southern Company worth $924K as of Q1 2026.
  • Bedell Frazier Investment Counselling sold 649 Southern Company shares in Q1 2026, an estimated $60K.
  • Southern Company made up 0.19% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #74 holding.
  • Bedell Frazier Investment Counselling first reported a position in Southern Company in Q1 2015 and has held it in 21 quarters since.
  • Bedell Frazier Investment Counselling's Southern Company position peaked at $983K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.