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Bernicke Wealth Management’s Southern Company SO Stock Holding History

Bernicke Wealth 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 		$221K Hold
2,311
– – 0.03% 104
2026
Q1 		$223K Hold
2,311
– – 0.03% 96
2025
Q4 		$202K Buy
+2,311
New +$211K 0.03% 100

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bernicke Wealth Management's SO Position: Q2 2026 in Review

Bernicke Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 2,311 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #104.

Bernicke Wealth Management first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bernicke Wealth Management held 2,311 shares of Southern Company worth $221K as of Q2 2026.
  • Bernicke Wealth Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.03% of Bernicke Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Bernicke Wealth Management first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Bernicke Wealth Management's Southern Company position peaked at $223K in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.