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Bey-Douglas LLC’s Southern Company SO Stock Holding History

Bey-Douglas LLC’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 		$512K Sell
5,308
-88
-2% -$8.14K 0.45% 29
2025
Q4 		$471K Buy
5,396
+251
+5% +$22.9K 0.38% 27
2025
Q3 		$488K Sell
5,145
-121
-2% -$11.3K 0.36% 28
2025
Q2 		$484K Buy
5,266
+843
+19% +$75.7K 0.29% 26
2025
Q1 		$407K Sell
4,423
-7
-0.2% -$606 0.37% 27
2024
Q4 		$365K Buy
4,430
+132
+3% +$11.6K 0.31% 26
2024
Q3 		$344K Hold
4,298
– – 0.3% 26
2024
Q2 		$344K Buy
4,298
+14
+0.3% +$1.06K 0.32% 26
2024
Q1 		$307K Buy
4,284
+4
+0.1% +$276 0.29% 29
2023
Q4 		$300K Buy
+4,280
New +$294K 0.31% 27

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

Bey-Douglas LLC's SO Position: Q1 2026 in Review

Bey-Douglas LLC reduced its Southern Company (SO) stake by 1.6% in Q1 2026, selling an estimated $8.14K and leaving 5,308 shares worth $512K. The position accounts for 0.45% of the portfolio, ranked #29.

Bey-Douglas LLC first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Bey-Douglas LLC held 5,308 shares of Southern Company worth $512K as of Q1 2026.
  • Bey-Douglas LLC sold 88 Southern Company shares in Q1 2026, an estimated $8.14K.
  • Southern Company made up 0.45% of Bey-Douglas LLC's portfolio in Q1 2026, its #29 holding.
  • Bey-Douglas LLC first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bey-Douglas LLC's 13F filing for Q1 2026, filed 12 May 2026.