Birchbrook’s Southern Company SO Stock Holding History

Birchbrook’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	$52.4K	Hold	632	–	–	0.03%	126
2026 Q2	$60.5K	Hold	632	–	–	0.03%	124
2026 Q1	$61K	Hold	632	–	–	0.03%	119
2025 Q4	$55.1K	Hold	632	–	–	0.03%	118
2025 Q3	$59.9K	Hold	632	–	–	0.03%	119
2025 Q2	$58K	Hold	632	–	–	0.03%	121
2025 Q1	$58.1K	Sell	632 -400	-39%	-$34.6K	0.03%	116
2024 Q4	$85K	Buy	1,032 +632	+158%	+$55.4K	0.05%	98
2024 Q3	$36.1K	Hold	400	–	–	0.02%	126
2024 Q2	$31K	Hold	400	–	–	0.02%	138
2024 Q1	$28.7K	Hold	400	–	–	0.02%	148
2023 Q4	$28K	Buy	+400	New	+$27.5K	0.02%	148

Other funds holding SO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birchbrook's SO Position: Q3 2026 in Review

Birchbrook held its Southern Company (SO) position steady in Q3 2026 at 632 shares worth $52.4K. The position accounts for 0.03% of the portfolio, ranked #126.

Birchbrook first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $85K in Q4 2024. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Birchbrook held 632 shares of Southern Company worth $52.4K as of Q3 2026.
Birchbrook left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.03% of Birchbrook's portfolio in Q3 2026, its #126 holding.
Birchbrook first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Southern Company position peaked at $85K in Q4 2024.
979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.