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BRIA Capital Group’s Southern Company SO Stock Holding History

BRIA Capital Group’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 		$1.43M Buy
17,216
+3,132
+22% +$285K 0.97% 31
2026
Q2 		$1.35M Buy
+14,084
New +$1.33M 0.99% 27

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BRIA Capital Group's SO Position: Q3 2026 in Review

BRIA Capital Group increased its Southern Company (SO) stake by 22% in Q3 2026, buying an estimated $285K and bringing the position to 17,216 shares worth $1.43M. The position accounts for 0.97% of the portfolio, ranked #31.

BRIA Capital Group first reported a position in SO in Q2 2026 and has held it in 2 quarters since. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • BRIA Capital Group held 17,216 shares of Southern Company worth $1.43M as of Q3 2026.
  • BRIA Capital Group bought 3,132 Southern Company shares in Q3 2026, an estimated $285K.
  • Southern Company made up 0.97% of BRIA Capital Group's portfolio in Q3 2026, its #31 holding.
  • BRIA Capital Group first reported a position in Southern Company in Q2 2026 and has held it in 2 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on BRIA Capital Group's 13F filing for Q3 2026, filed 22 Oct 2026.