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Blue Rock Wealth Management’s Southern Company SO Stock Holding History

Blue Rock Wealth Management’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 		$406K Sell
4,237
-3,578
-46% -$337K 0.23% 62
2026
Q1 		$754K Hold
7,815
– – 0.48% 38
2025
Q4 		$681K Hold
7,815
– – 0.42% 39
2025
Q3 		$741K Hold
7,815
– – 0.46% 37
2025
Q2 		$718K Hold
7,815
– – 0.5% 39
2025
Q1 		$719K Hold
7,815
– – 0.61% 35
2024
Q4 		$643K Buy
+7,815
New +$686K 0.68% 31

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 $3.38T AUM 44.17% 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

Blue Rock Wealth Management's SO Position: Q2 2026 in Review

Blue Rock Wealth Management reduced its Southern Company (SO) stake by 46% in Q2 2026, selling an estimated $337K and leaving 4,237 shares worth $406K. The position accounts for 0.23% of the portfolio, ranked #62.

Blue Rock Wealth Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $754K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Blue Rock Wealth Management held 4,237 shares of Southern Company worth $406K as of Q2 2026.
  • Blue Rock Wealth Management sold 3,578 Southern Company shares in Q2 2026, an estimated $337K.
  • Southern Company made up 0.23% of Blue Rock Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Blue Rock Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Blue Rock Wealth Management's Southern Company position peaked at $754K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.