Bordeaux Wealth Advisors’s Southern Company SO Stock Holding History

Bordeaux Wealth Advisors’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
2025 Q2	$208K	Buy	+2,261	New	+$203K	0.03%	153

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bordeaux Wealth Advisors's SO Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in Southern Company (SO) in Q2 2025: 2,261 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings.

2,180 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Bordeaux Wealth Advisors held 2,261 shares of Southern Company worth $208K as of Q2 2025.
Southern Company was a new Bordeaux Wealth Advisors position in Q2 2025.
Southern Company made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #153 holding.
2,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.