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Berkeley Capital Partners’s Southern Company SO Stock Holding History

Berkeley Capital Partners’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 		$1.32M Sell
13,645
-202
-1% -$18.7K 0.31% 69
2025
Q4 		$1.21M Sell
13,847
-47
-0.3% -$4.29K 0.28% 69
2025
Q3 		$1.32M Sell
13,894
-29
-0.2% -$2.71K 0.31% 64
2025
Q2 		$1.28M Sell
13,923
-147
-1% -$13.2K 0.32% 69
2025
Q1 		$1.29M Buy
14,070
+132
+0.9% +$11.4K 0.36% 60
2024
Q4 		$1.15M Sell
13,938
-231
-2% -$20.3K 0.32% 65
2024
Q3 		$1.28M Buy
14,169
+500
+4% +$42.7K 0.36% 61
2024
Q2 		$1.06M Sell
13,669
-127
-0.9% -$9.62K 0.32% 63
2024
Q1 		$990K Sell
13,796
-36
-0.3% -$2.48K 0.3% 67
2023
Q4 		$970K Sell
13,832
-663
-5% -$45.5K 0.32% 64
2023
Q3 		$938K Sell
14,495
-22
-0.2% -$1.53K 0.34% 62
2023
Q2 		$1.02M Buy
14,517
+54
+0.4% +$3.87K 0.36% 57
2023
Q1 		$1.01M Buy
14,463
+485
+3% +$32.7K 0.37% 51
2022
Q4 		$998K Buy
13,978
+483
+4% +$32.3K 0.39% 54
2022
Q3 		$918K Sell
13,495
-122
-0.9% -$9.24K 0.4% 51
2022
Q2 		$971K Buy
13,617
+1,306
+11% +$95.9K 0.4% 45
2022
Q1 		$893K Sell
12,311
-4,447
-27% -$301K 0.36% 55
2021
Q4 		$1.15M Sell
16,758
-799
-5% -$50.9K 0.47% 28
2021
Q3 		$1.09M Sell
17,557
-155
-0.9% -$9.98K 0.5% 25
2021
Q2 		$1.07M Sell
17,712
-1,132
-6% -$72.4K 0.48% 26
2021
Q1 		$1.17M Sell
18,844
-230
-1% -$13.8K 0.56% 25
2020
Q4 		$1.17M Sell
19,074
-2,284
-11% -$137K 0.6% 23
2020
Q3 		$1.16M Sell
21,358
-1,290
-6% -$68.9K 0.71% 21
2020
Q2 		$1.17M Sell
22,648
-3,520
-13% -$196K 0.72% 19
2020
Q1 		$1.42M Buy
26,168
+3,301
+14% +$209K 0.96% 16
2019
Q4 		$1.46M Buy
22,867
+258
+1% +$16K 0.75% 22
2019
Q3 		$1.4M Buy
22,609
+496
+2% +$28.7K 0.74% 21
2019
Q2 		$1.22M Sell
22,113
-3,715
-14% -$199K 0.57% 30
2019
Q1 		$1.33M Sell
25,828
-9,067
-26% -$444K 0.66% 25
2018
Q4 		$1.53M Buy
34,895
+417
+1% +$19K 0.85% 19
2018
Q3 		$1.5M Buy
34,478
+14,957
+77% +$689K 0.85% 20
2018
Q2 		$904K Buy
19,521
+2,617
+15% +$117K 0.53% 43
2018
Q1 		$754K Buy
16,904
+500
+3% +$22.2K 0.44% 52
2017
Q4 		$789K Sell
16,404
-292
-2% -$14.9K 0.52% 46
2017
Q3 		$820K Buy
16,696
+193
+1% +$9.36K 0.55% 45
2017
Q2 		$790K Sell
16,503
-642
-4% -$32.2K 0.54% 48
2017
Q1 		$854K Sell
17,145
-10,057
-37% -$497K 0.58% 41
2016
Q4 		$1.34M Buy
27,202
+4,680
+21% +$230K 0.96% 21
2016
Q3 		$1.16M Sell
22,522
-5,342
-19% -$281K 0.82% 23
2016
Q2 		$1.49M Buy
27,864
+791
+3% +$39.8K 1.05% 20
2016
Q1 		$1.4M Buy
27,073
+7,866
+41% +$383K 1.01% 23
2015
Q4 		$899K Buy
+19,207
New +$871K 0.73% 30

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

Berkeley Capital Partners's SO Position: Q1 2026 in Review

Berkeley Capital Partners reduced its Southern Company (SO) stake by 1.5% in Q1 2026, selling an estimated $18.7K and leaving 13,645 shares worth $1.32M. The position accounts for 0.31% of the portfolio, ranked #69.

Berkeley Capital Partners first reported a position in SO in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.53M in Q4 2018. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Berkeley Capital Partners held 13,645 shares of Southern Company worth $1.32M as of Q1 2026.
  • Berkeley Capital Partners sold 202 Southern Company shares in Q1 2026, an estimated $18.7K.
  • Southern Company made up 0.31% of Berkeley Capital Partners's portfolio in Q1 2026, its #69 holding.
  • Berkeley Capital Partners first reported a position in Southern Company in Q4 2015 and has held it in 42 quarters since.
  • Berkeley Capital Partners's Southern Company position peaked at $1.53M in Q4 2018.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.