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Bridgewater Advisors’s Southern Company SO Stock Holding History

Bridgewater Advisors’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 		$463K Buy
5,212
+82
+2% +$7.72K 0.03% 290
2026
Q1 		$457K Sell
5,130
-84
-2% -$7.77K 0.03% 272
2025
Q4 		$430K Sell
5,214
-223
-4% -$20.4K 0.03% 288
2025
Q3 		$470K Buy
5,437
+101
+2% +$9.43K 0.03% 256
2025
Q2 		$497K Buy
5,336
+330
+7% +$29.6K 0.04% 248
2025
Q1 		$458K Buy
+5,006
New +$433K 0.04% 239

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

Bridgewater Advisors's SO Position: Q2 2026 in Review

Bridgewater Advisors increased its Southern Company (SO) stake by 1.6% in Q2 2026, buying an estimated $7.72K and bringing the position to 5,212 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #290.

Bridgewater Advisors first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $497K in Q2 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bridgewater Advisors held 5,212 shares of Southern Company worth $463K as of Q2 2026.
  • Bridgewater Advisors bought 82 Southern Company shares in Q2 2026, an estimated $7.72K.
  • Southern Company made up 0.03% of Bridgewater Advisors's portfolio in Q2 2026, its #290 holding.
  • Bridgewater Advisors first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • Bridgewater Advisors's Southern Company position peaked at $497K in Q2 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.