Brandywine Oak Private Wealth’s Southern Company SO Stock Holding History

Brandywine Oak Private 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 Q3	$339K	Hold	4,088	–	–	0.03%	184
2026 Q2	$391K	Hold	4,088	–	–	0.03%	174
2026 Q1	$395K	Hold	4,088	–	–	0.03%	167
2025 Q4	$356K	Sell	4,088 -74	-2%	-$6.76K	0.03%	178
2025 Q3	$394K	Hold	4,162	–	–	0.03%	171
2025 Q2	$382K	Sell	4,162 -17	-0.4%	-$1.53K	0.04%	173
2025 Q1	$384K	Hold	4,179	–	–	0.04%	167
2024 Q4	$344K	Buy	4,179 +17	+0.4%	+$1.49K	0.03%	177
2024 Q3	$375K	Hold	4,162	–	–	0.04%	177
2024 Q2	$323K	Sell	4,162 -340	-8%	-$25.8K	0.03%	184
2024 Q1	$323K	Buy	4,502 +340	+8%	+$23.5K	0.03%	188
2023 Q4	$292K	Hold	4,162	–	–	0.03%	193
2023 Q3	$269K	Hold	4,162	–	–	0.03%	196
2023 Q2	$292K	Hold	4,162	–	–	0.03%	202
2023 Q1	$290K	Hold	4,162	–	–	0.03%	201
2022 Q4	$297K	Hold	4,162	–	–	0.04%	201
2022 Q3	$283K	Hold	4,162	–	–	0.04%	213
2022 Q2	$296K	Hold	4,162	–	–	0.04%	246
2022 Q1	$301K	Hold	4,162	–	–	0.03%	256
2021 Q4	$285K	Hold	4,162	–	–	0.03%	258
2021 Q3	$257K	Hold	4,162	–	–	0.03%	285
2021 Q2	$251K	Buy	+4,162	New	+$266K	0.03%	280
2020 Q1	–	Sell	-4,164	Closed	-$265K	–	250
2019 Q4	$265K	Buy	4,164 +540	+15%	+$33.5K	0.05%	197
2019 Q3	$223K	Buy	+3,624	New	+$210K	0.04%	213
2019 Q1	–	Sell	-1,892	Closed	-$83K	–	559
2018 Q4	$83K	Buy	+1,892	New	+$86K	0.02%	308

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Brandywine Oak Private Wealth's SO Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its Southern Company (SO) position steady in Q3 2026 at 4,088 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #184.

Brandywine Oak Private Wealth first reported a position in SO in Q4 2018 and has held it in 25 quarters since. The position peaked at $395K in Q1 2026. 1,128 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Brandywine Oak Private Wealth held 4,088 shares of Southern Company worth $339K as of Q3 2026.
Brandywine Oak Private Wealth left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #184 holding.
Brandywine Oak Private Wealth first reported a position in Southern Company in Q4 2018 and has held it in 25 quarters since.
Brandywine Oak Private Wealth's Southern Company position peaked at $395K in Q1 2026.
1,128 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.