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BFSG LLC’s Southern Company SO Stock Holding History

BFSG 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 		$7.14M Buy
73,936
+1,509
+2% +$140K 0.68% 44
2025
Q4 		$6.32M Sell
72,427
-355
-0.5% -$32.4K 0.61% 49
2025
Q3 		$6.9M Buy
72,782
+553
+0.8% +$51.6K 0.67% 41
2025
Q2 		$6.63M Buy
72,229
+85
+0.1% +$7.63K 0.74% 37
2025
Q1 		$6.63M Sell
72,144
-477
-0.7% -$41.3K 0.81% 32
2024
Q4 		$5.98M Sell
72,621
-1,183
-2% -$104K 0.7% 42
2024
Q3 		$6.66M Sell
73,804
-866
-1% -$74K 0.77% 34
2024
Q2 		$5.79M Buy
74,670
+73,214
+5,028% +$5.55M 0.73% 40
2024
Q1 		$104K Buy
1,456
+41
+3% +$2.83K 0.01% 305
2023
Q4 		$99.2K Buy
+1,415
New +$97.2K 0.01% 298
2018
Q3 		– Sell
-21,810
Closed -$1.01M – 136
2018
Q2 		$1.01M Sell
21,810
-6,375
-23% -$285K 0.44% 65
2018
Q1 		$1.26M Sell
28,185
-1,905
-6% -$84.6K 0.56% 63
2017
Q4 		$1.45M Buy
30,090
+130
+0.4% +$6.62K 0.61% 63
2017
Q3 		$1.47M Sell
29,960
-310
-1% -$15K 0.66% 56
2017
Q2 		$1.45M Buy
30,270
+55
+0.2% +$2.76K 0.71% 55
2017
Q1 		$1.5M Buy
+30,215
New +$1.49M 0.76% 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

BFSG LLC's SO Position: Q1 2026 in Review

BFSG LLC increased its Southern Company (SO) stake by 2.1% in Q1 2026, buying an estimated $140K and bringing the position to 73,936 shares worth $7.14M. The position accounts for 0.68% of the portfolio, ranked #44.

BFSG LLC first reported a position in SO in Q1 2017 and has held it in 16 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • BFSG LLC held 73,936 shares of Southern Company worth $7.14M as of Q1 2026.
  • BFSG LLC bought 1,509 Southern Company shares in Q1 2026, an estimated $140K.
  • Southern Company made up 0.68% of BFSG LLC's portfolio in Q1 2026, its #44 holding.
  • BFSG LLC first reported a position in Southern Company in Q1 2017 and has held it in 16 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.