Berkshire Asset Management’s Southern Company SO Stock Holding History

Berkshire 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	$293K	Hold	3,057	–	–	0.01%	225
2026 Q1	$295K	Buy	+3,057	New	+$283K	0.01%	218
2025 Q1	–	Sell	-2,671	Closed	-$223K	–	293
2024 Q4	$223K	Sell	2,671 -385	-13%	-$33.8K	0.01%	262
2024 Q3	$237K	Hold	3,056	–	–	0.01%	257
2024 Q2	$237K	Buy	+3,056	New	+$232K	0.01%	259
2023 Q3	–	Sell	-2,888	Closed	-$203K	–	230
2023 Q2	$203K	Sell	2,888 -12	-0.4%	-$861	0.01%	224
2023 Q1	$202K	Buy	+2,900	New	+$195K	0.01%	222
2016 Q1	–	Sell	-4,365	Closed	-$204K	–	166
2015 Q4	$204K	Buy	+4,365	New	+$198K	0.03%	150
2015 Q3	–	Sell	-8,824	Closed	-$370K	–	158
2015 Q2	$370K	Buy	8,824 +1,500	+20%	+$65.4K	0.06%	121
2015 Q1	$324K	Buy	7,324 +1,565	+27%	+$74.3K	0.05%	130
2014 Q4	$283K	Sell	5,759 -29,498	-84%	-$1.39M	0.05%	141
2014 Q3	$1.54M	Sell	35,257 -1,071	-3%	-$47K	0.28%	71
2014 Q2	$1.65M	Buy	36,328 +200	+0.6%	+$8.84K	0.31%	68
2014 Q1	$1.59M	Sell	36,128 -92	-0.3%	-$3.86K	0.31%	69
2013 Q4	$1.49M	Sell	36,220 -2,776	-7%	-$115K	0.28%	70
2013 Q3	$1.61M	Buy	38,996 +200	+0.5%	+$8.62K	0.39%	64
2013 Q2	$1.71M	Buy	+38,796	New	+$1.78M	0.47%	56

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Berkshire Asset Management held its Southern Company (SO) position steady in Q2 2026 at 3,057 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #225.

Berkshire Asset Management first reported a position in SO in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.71M in Q2 2013. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Berkshire Asset Management held 3,057 shares of Southern Company worth $293K as of Q2 2026.
Berkshire Asset Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.01% of Berkshire Asset Management's portfolio in Q2 2026, its #225 holding.
Berkshire Asset Management first reported a position in Southern Company in Q2 2013 and has held it in 17 quarters since.
Berkshire Asset Management's Southern Company position peaked at $1.71M in Q2 2013.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.