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Benjamin Edwards Inc’s Southern Company SO Stock Holding History

Benjamin Edwards Inc’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 		$19.4M Buy
202,906
+2,779
+1% +$262K 0.18% 152
2026
Q1 		$19.3M Buy
200,127
+7,498
+4% +$694K 0.19% 137
2025
Q4 		$16.8M Sell
192,629
-1,819
-0.9% -$166K 0.19% 132
2025
Q3 		$18.4M Buy
194,448
+44,370
+30% +$4.14M 0.21% 120
2025
Q2 		$13.8M Sell
150,078
-354
-0.2% -$31.8K 0.18% 132
2025
Q1 		$13.8M Sell
150,432
-5,754
-4% -$498K 0.19% 125
2024
Q4 		$12.9M Buy
156,186
+3,511
+2% +$308K 0.18% 137
2024
Q3 		$13.8M Buy
152,675
+145,667
+2,079% +$12.4M 0.2% 129
2024
Q2 		$544K Buy
7,008
+3,768
+116% +$286K 0.1% 201
2024
Q1 		$232K Sell
3,240
-2,843
-47% -$196K 0.05% 318
2023
Q4 		$427K Sell
6,083
-181
-3% -$12.4K 0.09% 217
2023
Q3 		$405K Sell
6,264
-306
-5% -$21.2K 0.1% 200
2023
Q2 		$462K Sell
6,570
-2,236
-25% -$160K 0.11% 184
2023
Q1 		$613K Sell
8,806
-32,293
-79% -$2.17M 0.15% 166
2022
Q4 		$2.94M Buy
41,099
+996
+2% +$66.6K 0.77% 35
2022
Q3 		$2.73M Buy
40,103
+35,018
+689% +$2.65M 0.82% 33
2022
Q2 		$363K Buy
5,085
+592
+13% +$43.5K 0.11% 194
2022
Q1 		$326K Buy
4,493
+1,071
+31% +$72.5K 0.09% 215
2021
Q4 		$235K Buy
3,422
+2,351
+220% +$150K 0.08% 242
2021
Q3 		$66K Buy
+1,071
New +$69K 0.04% 269
2019
Q2 		– Sell
-20
Closed -$1K – 320
2019
Q1 		$1K Buy
+20
New +$980 ﹤0.01% 272

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 $3.37T AUM 44.26% 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

Benjamin Edwards Inc's SO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Southern Company (SO) stake by 1.4% in Q2 2026, buying an estimated $262K and bringing the position to 202,906 shares worth $19.4M. The position accounts for 0.18% of the portfolio, ranked #152.

Benjamin Edwards Inc first reported a position in SO in Q1 2019 and has held it in 21 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Benjamin Edwards Inc held 202,906 shares of Southern Company worth $19.4M as of Q2 2026.
  • Benjamin Edwards Inc bought 2,779 Southern Company shares in Q2 2026, an estimated $262K.
  • Southern Company made up 0.18% of Benjamin Edwards Inc's portfolio in Q2 2026, its #152 holding.
  • Benjamin Edwards Inc first reported a position in Southern Company in Q1 2019 and has held it in 21 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.