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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Blue Rock Wealth Management's SO Position: Q1 2026 in Review

Blue Rock Wealth Management held its Southern Company (SO) position steady in Q1 2026 at 7,815 shares worth $754K. The position accounts for 0.48% of the portfolio, ranked #38.

Blue Rock Wealth Management first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Blue Rock Wealth Management held 7,815 shares of Southern Company worth $754K as of Q1 2026.
  • Blue Rock Wealth Management left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.48% of Blue Rock Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Blue Rock Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.