Beta Wealth Group’s Southern Company SO Stock Holding History

Beta Wealth 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 Q1	$630K	Buy	6,528 +204	+3%	+$18.9K	0.26%	66
2025 Q4	$551K	Sell	6,324 -197	-3%	-$18K	0.22%	73
2025 Q3	$618K	Sell	6,521 -6	-0.1%	-$560	0.24%	70
2025 Q2	$599K	Sell	6,527 -97	-1%	-$8.71K	0.22%	60
2025 Q1	$609K	Sell	6,624 -95	-1%	-$8.22K	0.22%	52
2024 Q4	$553K	Buy	6,719 +103	+2%	+$9.04K	0.24%	64
2024 Q3	$597K	Sell	6,616 -200	-3%	-$17.1K	0.27%	63
2024 Q2	$529K	Buy	6,816 +1,101	+19%	+$83.4K	0.25%	65
2024 Q1	$410K	Buy	5,715 +205	+4%	+$14.2K	0.2%	79
2023 Q4	$386K	Sell	5,510 -295	-5%	-$20.3K	0.2%	76
2023 Q3	$376K	Buy	5,805 +205	+4%	+$14.2K	0.22%	77
2023 Q2	$393K	Buy	5,600 +500	+10%	+$35.9K	0.23%	72
2023 Q1	$355K	Buy	5,100 +300	+6%	+$20.2K	0.2%	76
2022 Q4	$343K	Buy	+4,800	New	+$321K	0.23%	72

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beta Wealth Group's SO Position: Q1 2026 in Review

Beta Wealth Group increased its Southern Company (SO) stake by 3.2% in Q1 2026, buying an estimated $18.9K and bringing the position to 6,528 shares worth $630K. The position accounts for 0.26% of the portfolio, ranked #66.

Beta Wealth Group first reported a position in SO in Q4 2022 and has held it in 14 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Beta Wealth Group held 6,528 shares of Southern Company worth $630K as of Q1 2026.
Beta Wealth Group bought 204 Southern Company shares in Q1 2026, an estimated $18.9K.
Southern Company made up 0.26% of Beta Wealth Group's portfolio in Q1 2026, its #66 holding.
Beta Wealth Group first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.