BLFG
SO icon

Brian Low Financial Group’s Southern Company SO Stock Holding History

Brian Low Financial 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
Q2 		$258K Buy
2,697
+272
+11% +$25.6K 0.15% 100
2026
Q1 		$234K Hold
2,425
– – 0.16% 107
2025
Q4 		$211K Buy
2,425
+1
+0% +$91 0.15% 111
2025
Q3 		$230K Sell
2,424
-185
-7% -$17.3K 0.18% 101
2025
Q2 		$240K Buy
+2,609
New +$234K 0.22% 93

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brian Low Financial Group's SO Position: Q2 2026 in Review

Brian Low Financial Group increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $25.6K and bringing the position to 2,697 shares worth $258K. The position accounts for 0.15% of the portfolio, ranked #100.

Brian Low Financial Group first reported a position in SO in Q2 2025 and has held it in 5 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Brian Low Financial Group held 2,697 shares of Southern Company worth $258K as of Q2 2026.
  • Brian Low Financial Group bought 272 Southern Company shares in Q2 2026, an estimated $25.6K.
  • Southern Company made up 0.15% of Brian Low Financial Group's portfolio in Q2 2026, its #100 holding.
  • Brian Low Financial Group first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.