Bridges Investment Management’s Southern Company SO Stock Holding History

Bridges Investment Management’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	$478K	Hold	4,996	–	–	0.01%	313
2026 Q1	$482K	Sell	4,996 -338	-6%	-$31.3K	0.01%	295
2025 Q4	$465K	Buy	5,334 +270	+5%	+$24.6K	0.01%	302
2025 Q3	$480K	Buy	5,064 +338	+7%	+$31.6K	0.01%	299
2025 Q2	$434K	Buy	4,726 +37	+0.8%	+$3.32K	0.01%	303
2025 Q1	$431K	Hold	4,689	–	–	0.01%	293
2024 Q4	$386K	Buy	4,689 +43	+0.9%	+$3.77K	0.01%	315
2024 Q3	$419K	Buy	4,646 +21	+0.5%	+$1.79K	0.01%	298
2024 Q2	$359K	Buy	4,625 +300	+7%	+$22.7K	0.01%	310
2024 Q1	$310K	Hold	4,325	–	–	0.01%	183
2023 Q4	$303K	Hold	4,325	–	–	0.01%	182
2023 Q3	$280K	Sell	4,325 -25	-0.6%	-$1.74K	0.01%	183
2023 Q2	$306K	Sell	4,350 -500	-10%	-$35.9K	0.01%	185
2023 Q1	$337K	Hold	4,850	–	–	0.01%	184
2022 Q4	$346K	Sell	4,850 -500	-9%	-$33.4K	0.01%	186
2022 Q3	$364K	Sell	5,350 -500	-9%	-$37.9K	0.01%	186
2022 Q2	$418K	Hold	5,850	–	–	0.02%	182
2022 Q1	$425K	Hold	5,850	–	–	0.01%	186
2021 Q4	$401K	Sell	5,850 -3,300	-36%	-$210K	0.01%	192
2021 Q3	$567K	Hold	9,150	–	–	0.02%	170
2021 Q2	$554K	Sell	9,150 -150	-2%	-$9.59K	0.02%	173
2021 Q1	$577K	Sell	9,300 -400	-4%	-$23.9K	0.02%	167
2020 Q4	$596K	Sell	9,700 -1,063	-10%	-$63.9K	0.02%	161
2020 Q3	$583K	Sell	10,763 -604	-5%	-$32.3K	0.02%	161
2020 Q2	$589K	Sell	11,367 -3,550	-24%	-$197K	0.02%	159
2020 Q1	$807K	Sell	14,917 -5,330	-26%	-$338K	0.04%	145
2019 Q4	$1.29M	Sell	20,247 -1,025	-5%	-$63.5K	0.05%	145
2019 Q3	$1.31M	Sell	21,272 -210	-1%	-$12.2K	0.05%	175
2019 Q2	$1.19M	Buy	21,482 +1,825	+9%	+$97.7K	0.05%	176
2019 Q1	$1.01M	Buy	19,657 +2,039	+12%	+$99.9K	0.04%	190
2018 Q4	$774K	Sell	17,618 -1,067	-6%	-$48.5K	0.04%	207
2018 Q3	$815K	Sell	18,685 -486	-3%	-$22.4K	0.04%	176
2018 Q2	$888K	Buy	19,171 +46	+0.2%	+$2.06K	0.04%	176
2018 Q1	$854K	Buy	19,125 +7,300	+62%	+$324K	0.04%	170
2017 Q4	$568K	Sell	11,825 -1,000	-8%	-$51K	0.05%	140
2017 Q3	$630K	Buy	12,825 +4,975	+63%	+$241K	0.06%	110
2017 Q2	$376K	Hold	7,850	–	–	0.05%	109
2017 Q1	$391K	Hold	7,850	–	–	0.05%	105
2016 Q4	$386K	Sell	7,850 -800	-9%	-$39.3K	0.05%	114
2016 Q3	$444K	Sell	8,650 -300	-3%	-$15.8K	0.07%	103
2016 Q2	$480K	Sell	8,950 -1,000	-10%	-$50.3K	0.08%	101
2016 Q1	$514K	Sell	9,950 -402	-4%	-$19.6K	0.09%	96
2015 Q4	$484K	Sell	10,352 -700	-6%	-$31.7K	0.09%	98
2015 Q3	$464K	Hold	11,052	–	–	0.08%	105
2015 Q2	$464K	Buy	11,052 +500	+5%	+$21.8K	0.08%	105
2015 Q1	$467K	Hold	10,552	–	–	0.08%	105
2014 Q4	$518K	Hold	10,552	–	–	0.09%	100
2014 Q3	$461K	Buy	10,552 +4,152	+65%	+$182K	0.09%	104
2014 Q2	$290K	Hold	6,400	–	–	0.06%	117
2014 Q1	$281K	Hold	6,400	–	–	0.06%	114
2013 Q4	$262K	Buy	6,400 +900	+16%	+$37.1K	0.06%	113
2013 Q3	$227K	Hold	5,500	–	–	0.06%	117
2013 Q2	$242K	Buy	+5,500	New	+$253K	0.06%	110

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

Bridges Investment Management's SO Position: Q2 2026 in Review

Bridges Investment Management held its Southern Company (SO) position steady in Q2 2026 at 4,996 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #313.

Bridges Investment Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.31M in Q3 2019. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Bridges Investment Management held 4,996 shares of Southern Company worth $478K as of Q2 2026.
Bridges Investment Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #313 holding.
Bridges Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Bridges Investment Management's Southern Company position peaked at $1.31M in Q3 2019.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.