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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
Q2 		$3.06M Buy
31,963
+6,682
+26% +$629K 0.09% 155
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
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

BIP Wealth's SO Position: Q2 2026 in Review

BIP Wealth increased its Southern Company (SO) stake by 26% in Q2 2026, buying an estimated $629K and bringing the position to 31,963 shares worth $3.06M. The position accounts for 0.09% of the portfolio, ranked #155.

BIP Wealth first reported a position in SO in Q1 2023 and has held it in 14 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • BIP Wealth held 31,963 shares of Southern Company worth $3.06M as of Q2 2026.
  • BIP Wealth bought 6,682 Southern Company shares in Q2 2026, an estimated $629K.
  • Southern Company made up 0.09% of BIP Wealth's portfolio in Q2 2026, its #155 holding.
  • BIP Wealth first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.