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BI Asset Management Fondsmaeglerselskab’s Southern Company SO Stock Holding History

BI Asset Management Fondsmaeglerselskab’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 		$4.94M Buy
51,586
+2,439
+5% +$230K 0.04% 285
2026
Q1 		$4.74M Sell
49,147
-18,119
-27% -$1.68M 0.05% 256
2025
Q4 		$5.87M Sell
67,266
-4,240
-6% -$387K 0.05% 236
2025
Q3 		$6.78M Buy
71,506
+27,920
+64% +$2.61M 0.06% 225
2025
Q2 		$4M Sell
43,586
-53,446
-55% -$4.8M 0.04% 277
2025
Q1 		$8.92M Sell
97,032
-48,776
-33% -$4.22M 0.1% 169
2024
Q4 		$12M Buy
145,808
+114,628
+368% +$10.1M 0.13% 140
2024
Q3 		$2.81M Buy
31,180
+9,093
+41% +$777K 0.05% 240
2024
Q2 		$1.71M Sell
22,087
-645
-3% -$48.9K 0.03% 310
2024
Q1 		$1.63M Buy
22,732
+3,255
+17% +$225K 0.03% 292
2023
Q4 		$1.37M Sell
19,477
-4,788
-20% -$329K 0.03% 361
2023
Q3 		$1.57M Sell
24,265
-970
-4% -$67.3K 0.04% 288
2023
Q2 		$1.77M Buy
25,235
+8,190
+48% +$587K 0.04% 260
2023
Q1 		$1.19M Sell
17,045
-130
-0.8% -$8.75K 0.03% 303
2022
Q4 		$1.23M Buy
17,175
+7,415
+76% +$496K 0.03% 293
2022
Q3 		$664K Buy
9,760
+5,035
+107% +$381K 0.03% 246
2022
Q2 		$337K Buy
+4,725
New +$347K 0.01% 359

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

BI Asset Management Fondsmaeglerselskab's SO Position: Q2 2026 in Review

BI Asset Management Fondsmaeglerselskab increased its Southern Company (SO) stake by 5% in Q2 2026, buying an estimated $230K and bringing the position to 51,586 shares worth $4.94M. The position accounts for 0.04% of the portfolio, ranked #285.

BI Asset Management Fondsmaeglerselskab first reported a position in SO in Q2 2022 and has held it in 17 quarters since. The position peaked at $12M in Q4 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • BI Asset Management Fondsmaeglerselskab held 51,586 shares of Southern Company worth $4.94M as of Q2 2026.
  • BI Asset Management Fondsmaeglerselskab bought 2,439 Southern Company shares in Q2 2026, an estimated $230K.
  • Southern Company made up 0.04% of BI Asset Management Fondsmaeglerselskab's portfolio in Q2 2026, its #285 holding.
  • BI Asset Management Fondsmaeglerselskab first reported a position in Southern Company in Q2 2022 and has held it in 17 quarters since.
  • BI Asset Management Fondsmaeglerselskab's Southern Company position peaked at $12M in Q4 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BI Asset Management Fondsmaeglerselskab's 13F filing for Q2 2026, filed 10 Aug 2026.