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Bellevue Asset Management’s Southern Company SO Stock Holding History

Bellevue 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 		$104K Buy
1,084
+6
+0.6% +$565 0.05% 116
2026
Q1 		$104K Buy
1,078
+5
+0.5% +$463 0.05% 110
2025
Q4 		$93.6K Buy
1,073
+6
+0.6% +$548 0.03% 112
2025
Q3 		$101K Buy
1,067
+4
+0.4% +$373 0.05% 106
2025
Q2 		$97.7K Buy
1,063
+7
+0.7% +$629 0.05% 108
2025
Q1 		$97.5K Hold
1,056
– – 0.05% 102
2024
Q4 		$86.9K Buy
1,056
+4
+0.4% +$351 0.04% 110
2024
Q3 		$94.9K Buy
1,052
+4
+0.4% +$342 0.05% 104
2024
Q2 		$81.3K Buy
1,048
+3
+0.3% +$227 0.04% 108
2024
Q1 		$74.9K Buy
1,045
+4
+0.4% +$276 0.04% 116
2023
Q4 		$73K Buy
1,041
+4
+0.4% +$275 0.06% 115
2023
Q3 		$67.2K Sell
1,037
-257
-20% -$17.8K 0.05% 110
2023
Q2 		$90.9K Buy
1,294
+3
+0.2% +$215 0.06% 96
2023
Q1 		$89.8K Buy
1,291
+4
+0.3% +$269 0.06% 99
2022
Q4 		$91.3K Buy
1,287
+2
+0.2% +$134 0.07% 99
2022
Q3 		$90K Buy
1,285
+4
+0.3% +$303 0.07% 103
2022
Q2 		$92K Buy
1,281
+3
+0.2% +$220 0.07% 105
2022
Q1 		$93K Buy
1,278
+103
+9% +$6.98K 0.06% 117
2021
Q4 		$81K Buy
1,175
+3
+0.3% +$191 0.05% 131
2021
Q3 		$73K Buy
1,172
+362
+45% +$23.3K 0.04% 147
2021
Q2 		$49K Sell
810
-166
-17% -$10.6K 0.03% 176
2021
Q1 		$61K Buy
976
+3
+0.3% +$180 0.04% 158
2020
Q4 		$58K Buy
973
+3
+0.3% +$180 0.04% 157
2020
Q3 		$53K Buy
970
+700
+259% +$37.4K 0.04% 152
2020
Q2 		$14K Hold
270
– – 0.01% 300
2020
Q1 		$16K Hold
270
– – 0.02% 291
2019
Q4 		$17K Buy
+270
New +$16.7K 0.01% 268

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

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

Bellevue Asset Management increased its Southern Company (SO) stake by 0.56% in Q2 2026, buying an estimated $565 and bringing the position to 1,084 shares worth $104K. The position accounts for 0.05% of the portfolio, ranked #116.

Bellevue Asset Management first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $104K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bellevue Asset Management held 1,084 shares of Southern Company worth $104K as of Q2 2026.
  • Bellevue Asset Management bought 6 Southern Company shares in Q2 2026, an estimated $565.
  • Southern Company made up 0.05% of Bellevue Asset Management's portfolio in Q2 2026, its #116 holding.
  • Bellevue Asset Management first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's Southern Company position peaked at $104K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.