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Belleair Asset Management’s Southern Company SO Stock Holding History

Belleair Asset 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 		$331K Hold
3,455
– – 0.28% 66
2026
Q1 		$333K Sell
3,455
-25
-0.7% -$2.31K 0.3% 62
2025
Q4 		$303K Buy
+3,480
New +$318K 0.29% 67

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Belleair Asset Management's SO Position: Q2 2026 in Review

Belleair Asset Management held its Southern Company (SO) position steady in Q2 2026 at 3,455 shares worth $331K. The position accounts for 0.28% of the portfolio, ranked #66.

Belleair Asset Management first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q1 2026. 1,442 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Belleair Asset Management held 3,455 shares of Southern Company worth $331K as of Q2 2026.
  • Belleair Asset Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.28% of Belleair Asset Management's portfolio in Q2 2026, its #66 holding.
  • Belleair Asset Management first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Belleair Asset Management's Southern Company position peaked at $333K in Q1 2026.
  • 1,442 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.