Bill Few Associates
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Bill Few Associates’s Southern Company SO Stock Holding History

Bill Few Associates’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
Q3 		$492K Buy
5,940
+15
+0.3% +$1.37K 0.1% 138
2026
Q2 		$567K Buy
5,925
+998
+20% +$94K 0.12% 124
2026
Q1 		$476K Buy
4,927
+14
+0.3% +$1.3K 0.11% 126
2025
Q4 		$428K Sell
4,913
-620
-11% -$56.6K 0.11% 127
2025
Q3 		$524K Sell
5,533
-694
-11% -$64.8K 0.14% 109
2025
Q2 		$572K Sell
6,227
-97
-2% -$8.71K 0.16% 103
2025
Q1 		$581K Buy
6,324
+500
+9% +$43.3K 0.21% 89
2024
Q4 		$479K Sell
5,824
-41
-0.7% -$3.6K 0.17% 98
2024
Q3 		$529K Buy
5,865
+151
+3% +$12.9K 0.19% 98
2024
Q2 		$443K Buy
5,714
+341
+6% +$25.8K 0.17% 103
2024
Q1 		$385K Buy
5,373
+1,300
+32% +$89.7K 0.16% 104
2023
Q4 		$286K Hold
4,073
– – 0.13% 124
2023
Q3 		$264K Sell
4,073
-150
-4% -$10.4K 0.14% 113
2023
Q2 		$297K Buy
4,223
+126
+3% +$9.04K 0.15% 110
2023
Q1 		$285K Hold
4,097
– – 0.16% 106
2022
Q4 		$293K Hold
4,097
– – 0.17% 99
2022
Q3 		$278K Buy
4,097
+250
+6% +$18.9K 0.19% 92
2022
Q2 		$274K Sell
3,847
-250
-6% -$18.4K 0.18% 97
2022
Q1 		$297K Buy
4,097
+310
+8% +$21K 0.16% 99
2021
Q4 		$260K Buy
+3,787
New +$241K 0.13% 104

Other funds holding SO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bill Few Associates's SO Position: Q3 2026 in Review

Bill Few Associates increased its Southern Company (SO) stake by 0.25% in Q3 2026, buying an estimated $1.37K and bringing the position to 5,940 shares worth $492K. The position accounts for 0.1% of the portfolio, ranked #138.

Bill Few Associates first reported a position in SO in Q4 2021 and has held it in 20 quarters since. The position peaked at $581K in Q1 2025. 1,792 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Bill Few Associates held 5,940 shares of Southern Company worth $492K as of Q3 2026.
  • Bill Few Associates bought 15 Southern Company shares in Q3 2026, an estimated $1.37K.
  • Southern Company made up 0.1% of Bill Few Associates's portfolio in Q3 2026, its #138 holding.
  • Bill Few Associates first reported a position in Southern Company in Q4 2021 and has held it in 20 quarters since.
  • Bill Few Associates's Southern Company position peaked at $581K in Q1 2025.
  • 1,792 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.