Bessemer Group
SO icon

Bessemer Group’s Southern Company SO Stock Holding History

Bessemer 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
Q2 		$2.52M Buy
26,372
+2,227
+9% +$210K ﹤0.01% 810
2026
Q1 		$2.33M Buy
24,145
+1,445
+6% +$134K ﹤0.01% 780
2025
Q4 		$1.98M Sell
22,700
-2,023
-8% -$185K ﹤0.01% 818
2025
Q3 		$2.34M Buy
24,723
+2,195
+10% +$205K ﹤0.01% 465
2025
Q2 		$2.07M Sell
22,528
-1,780
-7% -$160K ﹤0.01% 469
2025
Q1 		$2.23M Sell
24,308
-22,193
-48% -$1.92M ﹤0.01% 453
2024
Q4 		$3.83M Buy
46,501
+766
+2% +$67.2K 0.01% 478
2024
Q3 		$4.12M Buy
45,735
+848
+2% +$72.4K 0.01% 476
2024
Q2 		$3.48M Buy
44,887
+647
+1% +$49K 0.01% 418
2024
Q1 		$3.17M Buy
44,240
+31,292
+242% +$2.16M 0.01% 446
2023
Q4 		$908K Buy
12,948
+2,853
+28% +$196K ﹤0.01% 680
2023
Q3 		$654K Sell
10,095
-3,022
-23% -$210K ﹤0.01% 729
2023
Q2 		$921K Buy
13,117
+2,914
+29% +$209K ﹤0.01% 665
2023
Q1 		$709K Sell
10,203
-2,297
-18% -$155K ﹤0.01% 658
2022
Q4 		$893K Sell
12,500
-3,147
-20% -$210K ﹤0.01% 604
2022
Q3 		$1.06M Sell
15,647
-573
-4% -$43.4K ﹤0.01% 567
2022
Q2 		$1.16M Buy
16,220
+1,537
+10% +$113K ﹤0.01% 546
2022
Q1 		$1.06M Sell
14,683
-2,704
-16% -$183K ﹤0.01% 469
2021
Q4 		$1.19M Buy
17,387
+906
+5% +$57.8K ﹤0.01% 429
2021
Q3 		$1.02M Buy
16,481
+8,300
+101% +$534K ﹤0.01% 409
2021
Q2 		$495K Buy
8,181
+2,218
+37% +$142K ﹤0.01% 578
2021
Q1 		$371K Sell
5,963
-3,996
-40% -$239K ﹤0.01% 614
2020
Q4 		$610K Sell
9,959
-2,344
-19% -$141K ﹤0.01% 484
2020
Q3 		$667K Sell
12,303
-249,093
-95% -$13.3M ﹤0.01% 469
2020
Q2 		$13.6M Buy
261,396
+22,371
+9% +$1.24M 0.04% 217
2020
Q1 		$12.9M Buy
239,025
+227,080
+1,901% +$14.4M 0.05% 207
2019
Q4 		$761K Buy
11,945
+400
+3% +$24.8K ﹤0.01% 812
2019
Q3 		$713K Sell
11,545
-370
-3% -$21.4K ﹤0.01% 781
2019
Q2 		$659K Buy
11,915
+822
+7% +$44K ﹤0.01% 808
2019
Q1 		$573K Buy
11,093
+1,740
+19% +$85.3K ﹤0.01% 764
2018
Q4 		$411K Buy
9,353
+146
+2% +$6.64K ﹤0.01% 795
2018
Q3 		$400K Sell
9,207
-126,539
-93% -$5.83M ﹤0.01% 815
2018
Q2 		$6.29M Sell
135,746
-208
-0.2% -$9.31K 0.02% 243
2018
Q1 		$6.07M Buy
135,954
+10,037
+8% +$446K 0.02% 259
2017
Q4 		$6.05M Sell
125,917
-8,298
-6% -$423K 0.02% 265
2017
Q3 		$6.6M Buy
134,215
+110,963
+477% +$5.38M 0.03% 251
2017
Q2 		$1.11M Buy
23,252
+7,705
+50% +$386K ﹤0.01% 635
2017
Q1 		$775K Sell
15,547
-4,324
-22% -$214K ﹤0.01% 788
2016
Q4 		$978K Buy
19,871
+4,792
+32% +$235K ﹤0.01% 717
2016
Q3 		$773K Sell
15,079
-708
-4% -$37.3K ﹤0.01% 672
2016
Q2 		$847K Buy
15,787
+132
+0.8% +$6.64K ﹤0.01% 480
2016
Q1 		$810K Sell
15,655
-565
-3% -$27.5K ﹤0.01% 489
2015
Q4 		$759K Buy
16,220
+1,960
+14% +$88.9K ﹤0.01% 572
2015
Q3 		$638K Sell
14,260
-1,393
-9% -$61.1K ﹤0.01% 629
2015
Q2 		$656K Buy
15,653
+397
+3% +$17.3K ﹤0.01% 606
2015
Q1 		$675K Sell
15,256
-1,344
-8% -$63.8K ﹤0.01% 574
2014
Q4 		$814K Buy
16,600
+188
+1% +$8.88K ﹤0.01% 513
2014
Q3 		$716K Sell
16,412
-2,500
-13% -$110K ﹤0.01% 517
2014
Q2 		$858K Sell
18,912
-1,091
-5% -$48.2K 0.01% 477
2014
Q1 		$878K Sell
20,003
-8,623
-30% -$361K 0.01% 439
2013
Q4 		$1.18M Buy
28,626
+18,389
+180% +$759K 0.01% 418
2013
Q3 		$420K Sell
10,237
-1,420
-12% -$61.2K ﹤0.01% 576
2013
Q2 		$514K Buy
+11,657
New +$536K ﹤0.01% 456

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bessemer Group's SO Position: Q2 2026 in Review

Bessemer Group increased its Southern Company (SO) stake by 9.2% in Q2 2026, buying an estimated $210K and bringing the position to 26,372 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Bessemer Group first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.6M in Q2 2020. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bessemer Group held 26,372 shares of Southern Company worth $2.52M as of Q2 2026.
  • Bessemer Group bought 2,227 Southern Company shares in Q2 2026, an estimated $210K.
  • Southern Company made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #810 holding.
  • Bessemer Group first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Bessemer Group's Southern Company position peaked at $13.6M in Q2 2020.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.