Bell Investment Advisors’s Southern Company SO Stock Holding History

Bell Investment Advisors’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	$24.4K	Sell	253 -10	-4%	-$925	﹤0.01%	403
2025 Q4	$22.9K	Sell	263 -13	-5%	-$1.19K	﹤0.01%	411
2025 Q3	$26.2K	Sell	276 -23	-8%	-$2.15K	﹤0.01%	353
2025 Q2	$27.5K	Buy	299 +40	+15%	+$3.59K	﹤0.01%	344
2025 Q1	$23.8K	Buy	259 +1	+0.4%	+$87	﹤0.01%	343
2024 Q4	$21.2K	Sell	258 -206	-44%	-$18.1K	﹤0.01%	370
2024 Q3	$41.8K	Buy	464 +14	+3%	+$1.2K	0.01%	250
2024 Q2	$34.9K	Sell	450 -6	-1%	-$455	0.01%	272
2024 Q1	$32.7K	Sell	456 -8	-2%	-$552	0.01%	277
2023 Q4	$32.5K	Sell	464 -62	-12%	-$4.26K	0.01%	255
2023 Q3	$34K	Sell	526 -20	-4%	-$1.39K	0.01%	221
2023 Q2	$38.4K	Buy	546 +59	+12%	+$4.23K	0.01%	199
2023 Q1	$33.9K	Buy	487 +66	+16%	+$4.44K	0.01%	214
2022 Q4	$30.1K	Buy	421 +236	+128%	+$15.8K	0.01%	232
2022 Q3	$13K	Sell	185 -10	-5%	-$758	﹤0.01%	356
2022 Q2	$14K	Buy	+195	New	+$14.3K	﹤0.01%	351
2021 Q4	$8K	Buy	119 +32	+37%	+$2.04K	﹤0.01%	573
2021 Q3	$5K	Buy	+87	New	+$5.6K	﹤0.01%	735

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bell Investment Advisors's SO Position: Q1 2026 in Review

Bell Investment Advisors reduced its Southern Company (SO) stake by 3.8% in Q1 2026, selling an estimated $925 and leaving 253 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Bell Investment Advisors first reported a position in SO in Q3 2021 and has held it in 18 quarters since. The position peaked at $41.8K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Bell Investment Advisors held 253 shares of Southern Company worth $24.4K as of Q1 2026.
Bell Investment Advisors sold 10 Southern Company shares in Q1 2026, an estimated $925.
Southern Company made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #403 holding.
Bell Investment Advisors first reported a position in Southern Company in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Southern Company position peaked at $41.8K in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.