BFG
SO icon

Berger Financial Group’s Southern Company SO Stock Holding History

Berger Financial Group’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 		$636K Sell
6,592
-350
-5% -$32.4K 0.04% 261
2025
Q4 		$605K Sell
6,942
-199
-3% -$18.2K 0.04% 265
2025
Q3 		$677K Hold
7,141
– – 0.04% 250
2025
Q2 		$656K Hold
7,141
– – 0.04% 238
2025
Q1 		$657K Sell
7,141
-30
-0.4% -$2.6K 0.05% 228
2024
Q4 		$590K Hold
7,171
– – 0.04% 235
2024
Q3 		$647K Buy
7,171
+721
+11% +$61.6K 0.05% 200
2024
Q2 		$500K Sell
6,450
-390
-6% -$29.6K 0.04% 214
2024
Q1 		$491K Buy
6,840
+390
+6% +$26.9K 0.04% 212
2023
Q4 		$452K Hold
6,450
– – 0.05% 174
2023
Q3 		$417K Sell
6,450
-23
-0.4% -$1.6K 0.05% 168
2023
Q2 		$455K Hold
6,473
– – 0.05% 167
2023
Q1 		$450K Sell
6,473
-62
-0.9% -$4.17K 0.05% 166
2022
Q4 		$467K Sell
6,535
-629
-9% -$42.1K 0.06% 157
2022
Q3 		$487K Buy
7,164
+8
+0.1% +$606 0.07% 139
2022
Q2 		$510K Hold
7,156
– – 0.07% 136
2022
Q1 		$519K Hold
7,156
– – 0.07% 143
2021
Q4 		$491K Buy
7,156
+3
+0% +$191 0.07% 152
2021
Q3 		$443K Hold
7,153
– – 0.08% 128
2021
Q2 		$433K Hold
7,153
– – 0.08% 131
2021
Q1 		$445K Buy
7,153
+86
+1% +$5.15K 0.1% 122
2020
Q4 		$434K Buy
+7,067
New +$425K 0.08% 137

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berger Financial Group's SO Position: Q1 2026 in Review

Berger Financial Group reduced its Southern Company (SO) stake by 5% in Q1 2026, selling an estimated $32.4K and leaving 6,592 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #261.

Berger Financial Group first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $677K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Berger Financial Group held 6,592 shares of Southern Company worth $636K as of Q1 2026.
  • Berger Financial Group sold 350 Southern Company shares in Q1 2026, an estimated $32.4K.
  • Southern Company made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #261 holding.
  • Berger Financial Group first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Southern Company position peaked at $677K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.