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Biltmore Family Office’s Southern Company SO Stock Holding History

Biltmore Family Office’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 		$2.97M Hold
30,797
– – 0.42% 48
2025
Q4 		$2.69M Buy
30,797
+54
+0.2% +$4.93K 0.37% 55
2025
Q3 		$2.91M Buy
30,743
+46
+0.1% +$4.29K 0.41% 48
2025
Q2 		$2.82M Sell
30,697
-75
-0.2% -$6.74K 0.48% 41
2025
Q1 		$2.83M Hold
30,772
– – 0.48% 40
2024
Q4 		$2.53M Buy
30,772
+75
+0.2% +$6.58K 0.43% 43
2024
Q3 		$2.77M Buy
30,697
+45
+0.1% +$3.84K 0.47% 43
2024
Q2 		$2.38M Hold
30,652
– – 0.44% 45
2024
Q1 		$2.2M Hold
30,652
– – 0.43% 47
2023
Q4 		$2.15M Sell
30,652
-5,577
-15% -$383K 0.44% 43
2023
Q3 		$2.34M Sell
36,229
-244
-0.7% -$16.9K 0.53% 34
2023
Q2 		$2.56M Hold
36,473
– – 0.54% 28
2023
Q1 		$2.54M Buy
36,473
+19,015
+109% +$1.28M 0.53% 33
2022
Q4 		$1.25M Buy
17,458
+590
+3% +$39.4K 0.26% 58
2022
Q3 		$1.15M Buy
16,868
+19
+0.1% +$1.44K 0.26% 54
2022
Q2 		$1.2M Hold
16,849
– – 0.3% 55
2022
Q1 		$1.22M Hold
16,849
– – 0.26% 61
2021
Q4 		$1.16M Buy
16,849
+1,558
+10% +$99.3K 0.22% 72
2021
Q3 		$948K Sell
15,291
-500
-3% -$32.2K 0.23% 70
2021
Q2 		$956K Buy
15,791
+41
+0.3% +$2.62K 0.27% 64
2021
Q1 		$979K Sell
15,750
-1,060
-6% -$63.5K 0.31% 55
2020
Q4 		$1.03M Buy
16,810
+1,560
+10% +$93.8K 0.31% 51
2020
Q3 		$827K Hold
15,250
– – 0.46% 53
2020
Q2 		$791K Hold
15,250
– – 0.48% 57
2020
Q1 		$826K Buy
15,250
+250
+2% +$15.8K 0.54% 54
2019
Q4 		$956K Hold
15,000
– – 0.38% 66
2019
Q3 		$927K Hold
15,000
– – 0.4% 70
2019
Q2 		$829K Hold
15,000
– – 0.45% 61
2019
Q1 		$775K Hold
15,000
– – 0.39% 68
2018
Q4 		$659K Hold
15,000
– – 0.37% 74
2018
Q3 		$654K Hold
15,000
– – 0.31% 81
2018
Q2 		$695K Hold
15,000
– – 0.35% 73
2018
Q1 		$670K Sell
15,000
-1,194
-7% -$53K 0.3% 86
2017
Q4 		$779K Buy
+16,194
New +$825K 0.35% 76

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

Biltmore Family Office's SO Position: Q1 2026 in Review

Biltmore Family Office held its Southern Company (SO) position steady in Q1 2026 at 30,797 shares worth $2.97M. The position accounts for 0.42% of the portfolio, ranked #48.

Biltmore Family Office first reported a position in SO in Q4 2017 and has held it in 34 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Biltmore Family Office held 30,797 shares of Southern Company worth $2.97M as of Q1 2026.
  • Biltmore Family Office left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.42% of Biltmore Family Office's portfolio in Q1 2026, its #48 holding.
  • Biltmore Family Office first reported a position in Southern Company in Q4 2017 and has held it in 34 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.