Brady Family Wealth’s Southern Company SO Stock Holding History

Brady Family Wealth’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	$1.36M	Hold	14,186	–	–	0.39%	60
2026 Q1	$1.37M	Buy	14,186 +7,606	+116%	+$704K	0.43%	57
2025 Q4	$574K	Hold	6,580	–	–	0.18%	74
2025 Q3	$624K	Hold	6,580	–	–	0.19%	72
2025 Q2	$604K	Hold	6,580	–	–	0.19%	79
2025 Q1	$605K	Hold	6,580	–	–	0.19%	78
2024 Q4	$542K	Hold	6,580	–	–	0.17%	82
2024 Q3	$593K	Hold	6,580	–	–	0.18%	81
2024 Q2	$510K	Hold	6,580	–	–	0.16%	82
2024 Q1	$472K	Hold	6,580	–	–	0.15%	85
2023 Q4	$461K	Hold	6,580	–	–	0.16%	87
2023 Q3	$426K	Sell	6,580 -305	-4%	-$21.2K	0.16%	81
2023 Q2	$484K	Hold	6,885	–	–	0.18%	81
2023 Q1	$479K	Hold	6,885	–	–	0.19%	82
2022 Q4	$492K	Buy	+6,885	New	+$460K	0.2%	81

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brady Family Wealth's SO Position: Q2 2026 in Review

Brady Family Wealth held its Southern Company (SO) position steady in Q2 2026 at 14,186 shares worth $1.36M. The position accounts for 0.39% of the portfolio, ranked #60.

Brady Family Wealth first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Brady Family Wealth held 14,186 shares of Southern Company worth $1.36M as of Q2 2026.
Brady Family Wealth left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.39% of Brady Family Wealth's portfolio in Q2 2026, its #60 holding.
Brady Family Wealth first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
Brady Family Wealth's Southern Company position peaked at $1.37M in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.