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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
Q2 		$35.8K Buy
374
+121
+48% +$11.4K 0.01% 336
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bell Investment Advisors's SO Position: Q2 2026 in Review

Bell Investment Advisors increased its Southern Company (SO) stake by 48% in Q2 2026, buying an estimated $11.4K and bringing the position to 374 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #336.

Bell Investment Advisors first reported a position in SO in Q3 2021 and has held it in 19 quarters since. The position peaked at $41.8K in Q3 2024. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bell Investment Advisors held 374 shares of Southern Company worth $35.8K as of Q2 2026.
  • Bell Investment Advisors bought 121 Southern Company shares in Q2 2026, an estimated $11.4K.
  • Southern Company made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #336 holding.
  • Bell Investment Advisors first reported a position in Southern Company in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Southern Company position peaked at $41.8K in Q3 2024.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.