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Brighton Jones LLC’s Southern Company SO Stock Holding History

Brighton Jones LLC’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
Q1 		$1.77M Buy
+18,390
New +$1.7M 0.04% 294
2025
Q4 		– Sell
-14,780
Closed -$1.4M – 811
2025
Q3 		$1.4M Buy
14,780
+620
+4% +$57.9K 0.03% 302
2025
Q2 		$1.3M Buy
14,160
+496
+4% +$44.5K 0.04% 268
2025
Q1 		$1.26M Buy
13,664
+464
+4% +$40.2K 0.04% 226
2024
Q4 		$1.09M Sell
13,200
-355
-3% -$31.1K 0.03% 244
2024
Q3 		$1.22M Sell
13,555
-289
-2% -$24.7K 0.05% 194
2024
Q2 		$1.07M Sell
13,844
-364
-3% -$27.6K 0.04% 217
2024
Q1 		$1.02M Buy
14,208
+1,390
+11% +$96K 0.04% 221
2023
Q4 		$899K Buy
12,818
+177
+1% +$12.2K 0.04% 221
2023
Q3 		$818K Buy
12,641
+1,694
+15% +$118K 0.04% 211
2023
Q2 		$769K Buy
10,947
+1,902
+21% +$136K 0.04% 223
2023
Q1 		$629K Sell
9,045
-117
-1% -$7.88K 0.04% 242
2022
Q4 		$654K Sell
9,162
-1,736
-16% -$116K 0.04% 210
2022
Q3 		$741K Buy
10,898
+4,269
+64% +$323K 0.04% 191
2022
Q2 		$473K Buy
6,629
+290
+5% +$21.3K 0.03% 260
2022
Q1 		$459K Buy
6,339
+513
+9% +$34.7K 0.02% 292
2021
Q4 		$400K Buy
5,826
+1,449
+33% +$92.4K 0.02% 314
2021
Q3 		$271K Buy
4,377
+113
+3% +$7.28K 0.01% 382
2021
Q2 		$258K Buy
4,264
+651
+18% +$41.6K 0.01% 389
2021
Q1 		$225K Buy
3,613
+88
+2% +$5.27K 0.01% 375
2020
Q4 		$217K Sell
3,525
-525
-13% -$31.6K 0.01% 355
2020
Q3 		$220K Buy
+4,050
New +$216K 0.02% 298

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brighton Jones LLC's SO Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Southern Company (SO) in Q1 2026: 18,390 shares worth $1.77M. The stake represents 0.04% of the portfolio and ranks #294 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SO as recently as Q3 2025.

Brighton Jones LLC first reported a position in SO in Q3 2020 and has held it in 22 quarters since. 2,353 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Brighton Jones LLC held 18,390 shares of Southern Company worth $1.77M as of Q1 2026.
  • Southern Company was a new Brighton Jones LLC position in Q1 2026.
  • Southern Company made up 0.04% of Brighton Jones LLC's portfolio in Q1 2026, its #294 holding.
  • Brighton Jones LLC first reported a position in Southern Company in Q3 2020 and has held it in 22 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.