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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
Q2 		$1.86M Buy
19,463
+1,073
+6% +$101K 0.03% 322
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Brighton Jones LLC's SO Position: Q2 2026 in Review

Brighton Jones LLC increased its Southern Company (SO) stake by 5.8% in Q2 2026, buying an estimated $101K and bringing the position to 19,463 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #322.

Brighton Jones LLC first reported a position in SO in Q3 2020 and has held it in 23 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Brighton Jones LLC held 19,463 shares of Southern Company worth $1.86M as of Q2 2026.
  • Brighton Jones LLC bought 1,073 Southern Company shares in Q2 2026, an estimated $101K.
  • Southern Company made up 0.03% of Brighton Jones LLC's portfolio in Q2 2026, its #322 holding.
  • Brighton Jones LLC first reported a position in Southern Company in Q3 2020 and has held it in 23 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.