Brooklyn Investment Group’s Southern Company SO Stock Holding History

Brooklyn Investment 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 Q1	$4.1M	Buy	42,483 +12,970	+44%	+$1.2M	0.13%	119
2025 Q4	$2.58M	Buy	29,513 +10,791	+58%	+$985K	0.12%	139
2025 Q3	$1.7M	Sell	18,722 -287	-2%	-$26.8K	0.23%	84
2025 Q2	$1.75M	Buy	19,009 +4,155	+28%	+$373K	0.23%	79
2025 Q1	$1.37M	Buy	14,854 +3,941	+36%	+$341K	0.29%	57
2024 Q4	$898K	Buy	10,913 +968	+10%	+$84.9K	0.27%	72
2024 Q3	$897K	Buy	9,945 +703	+8%	+$60.1K	0.3%	66
2024 Q2	$657K	Hold	9,242	–	–	0.28%	81
2024 Q1	$657K	Sell	9,242 -625	-6%	-$43.1K	0.28%	81
2023 Q4	$692K	Buy	+9,867	New	+$678K	0.33%	72

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brooklyn Investment Group's SO Position: Q1 2026 in Review

Brooklyn Investment Group increased its Southern Company (SO) stake by 44% in Q1 2026, buying an estimated $1.2M and bringing the position to 42,483 shares worth $4.1M. The position accounts for 0.13% of the portfolio, ranked #119.

Brooklyn Investment Group first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Brooklyn Investment Group held 42,483 shares of Southern Company worth $4.1M as of Q1 2026.
Brooklyn Investment Group bought 12,970 Southern Company shares in Q1 2026, an estimated $1.2M.
Southern Company made up 0.13% of Brooklyn Investment Group's portfolio in Q1 2026, its #119 holding.
Brooklyn Investment Group first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.