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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
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
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

Berkshire Asset Management's SO Position: Q1 2026 in Review

Berkshire Asset Management opened a new position in Southern Company (SO) in Q1 2026: 3,057 shares worth $295K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: Berkshire Asset Management previously reported a position in SO as recently as Q4 2024.

Berkshire Asset Management first reported a position in SO in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.71M in Q2 2013. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Berkshire Asset Management held 3,057 shares of Southern Company worth $295K as of Q1 2026.
  • Southern Company was a new Berkshire Asset Management position in Q1 2026.
  • Southern Company made up 0.01% of Berkshire Asset Management's portfolio in Q1 2026, its #218 holding.
  • Berkshire Asset Management first reported a position in Southern Company in Q2 2013 and has held it in 16 quarters since.
  • Berkshire Asset Management's Southern Company position peaked at $1.71M in Q2 2013.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.