BIP Wealth’s Southern Company SO Stock Holding History

BIP Wealth’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	$2.44M	Sell	25,281 -3,668	-13%	-$339K	0.1%	124
2025 Q4	$2.52M	Buy	28,949 +9,612	+50%	+$878K	0.09%	129
2025 Q3	$1.83M	Buy	19,337 +8,327	+76%	+$777K	0.09%	95
2025 Q2	$1.01M	Sell	11,010 -940	-8%	-$84.4K	0.06%	101
2025 Q1	$1.1M	Buy	11,950 +230	+2%	+$19.9K	0.07%	92
2024 Q4	$965K	Buy	11,720 +1,472	+14%	+$129K	0.06%	105
2024 Q3	$924K	Buy	10,248 +2,012	+24%	+$172K	0.06%	95
2024 Q2	$639K	Sell	8,236 -2,714	-25%	-$206K	0.05%	103
2024 Q1	$786K	Buy	10,950 +692	+7%	+$47.8K	0.06%	97
2023 Q4	$719K	Buy	10,258 +2,185	+27%	+$150K	0.06%	91
2023 Q3	$522K	Sell	8,073 -2,025	-20%	-$141K	0.05%	105
2023 Q2	$709K	Sell	10,098 -660	-6%	-$47.3K	0.06%	89
2023 Q1	$749K	Buy	+10,758	New	+$724K	0.08%	86

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIP Wealth's SO Position: Q1 2026 in Review

BIP Wealth reduced its Southern Company (SO) stake by 13% in Q1 2026, selling an estimated $339K and leaving 25,281 shares worth $2.44M. The position accounts for 0.1% of the portfolio, ranked #124.

BIP Wealth first reported a position in SO in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.52M in Q4 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

BIP Wealth held 25,281 shares of Southern Company worth $2.44M as of Q1 2026.
BIP Wealth sold 3,668 Southern Company shares in Q1 2026, an estimated $339K.
Southern Company made up 0.1% of BIP Wealth's portfolio in Q1 2026, its #124 holding.
BIP Wealth first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's Southern Company position peaked at $2.52M in Q4 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.