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Bleakley Financial Group’s Southern Company SO Stock Holding History

Bleakley Financial Group’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 		$3.39M Buy
35,377
+3,449
+11% +$325K 0.04% 335
2026
Q1 		$3.08M Sell
31,928
-93
-0.3% -$8.6K 0.05% 292
2025
Q4 		$2.79M Sell
32,021
-736
-2% -$67.2K 0.05% 293
2025
Q3 		$3.1M Sell
32,757
-94
-0.3% -$8.78K 0.07% 223
2025
Q2 		$3.02M Buy
32,851
+3,602
+12% +$324K 0.08% 224
2025
Q1 		$2.69M Buy
29,249
+3,887
+15% +$336K 0.09% 203
2024
Q4 		$2.09M Buy
25,362
+1,994
+9% +$175K 0.06% 253
2024
Q3 		$2.11M Sell
23,368
-1,943
-8% -$166K 0.06% 246
2024
Q2 		$1.96M Buy
25,311
+1,912
+8% +$145K 0.06% 282
2024
Q1 		$1.68M Sell
23,399
-953
-4% -$65.8K 0.05% 320
2023
Q4 		$1.71M Sell
24,352
-44
-0.2% -$3.02K 0.05% 307
2023
Q3 		$1.58M Sell
24,396
-7,166
-23% -$497K 0.06% 300
2023
Q2 		$2.22M Buy
31,562
+6,689
+27% +$480K 0.07% 250
2023
Q1 		$1.73M Buy
24,873
+1,933
+8% +$130K 0.06% 282
2022
Q4 		$1.64M Buy
+22,940
New +$1.53M 0.06% 293

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

Bleakley Financial Group's SO Position: Q2 2026 in Review

Bleakley Financial Group increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $325K and bringing the position to 35,377 shares worth $3.39M. The position accounts for 0.04% of the portfolio, ranked #335.

Bleakley Financial Group first reported a position in SO in Q4 2022 and has held it in 15 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bleakley Financial Group held 35,377 shares of Southern Company worth $3.39M as of Q2 2026.
  • Bleakley Financial Group bought 3,449 Southern Company shares in Q2 2026, an estimated $325K.
  • Southern Company made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #335 holding.
  • Bleakley Financial Group first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.