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Brooks Moore & Associates’s Southern Company SO Stock Holding History

Brooks Moore & Associates’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 		$2.37M Sell
24,573
-50
-0.2% -$4.63K 1.19% 30
2025
Q4 		$2.15M Buy
24,623
+5,292
+27% +$483K 1.06% 35
2025
Q3 		$1.83M Buy
19,331
+208
+1% +$19.4K 0.93% 36
2025
Q2 		$1.81M Buy
19,123
+400
+2% +$35.9K 0.98% 34
2025
Q1 		$1.72M Sell
18,723
-200
-1% -$17.3K 0.97% 33
2024
Q4 		$1.56M Sell
18,923
-100
-0.5% -$8.77K 0.92% 35
2024
Q3 		$1.72M Buy
19,023
+67
+0.4% +$5.72K 1.01% 33
2024
Q2 		$1.47M Hold
18,956
– – 0.95% 33
2024
Q1 		$1.36M Sell
18,956
-402
-2% -$27.8K 0.87% 36
2023
Q4 		$1.36M Buy
19,358
+52
+0.3% +$3.57K 0.93% 36
2023
Q3 		$1.25M Sell
19,306
-200
-1% -$13.9K 0.94% 34
2023
Q2 		$1.37M Sell
19,506
-100
-0.5% -$7.17K 0.96% 37
2023
Q1 		$1.36M Hold
19,606
– – 0.98% 36
2022
Q4 		$1.4M Buy
19,606
+160
+0.8% +$10.7K 1.02% 38
2022
Q3 		$1.32M Sell
19,446
-400
-2% -$30.3K 1.07% 36
2022
Q2 		$1.42M Sell
19,846
-11,417
-37% -$838K 1.02% 38
2022
Q1 		$2.27M Sell
31,263
-1,825
-6% -$124K 1.39% 29
2021
Q4 		$2.27M Sell
33,088
-325
-1% -$20.7K 1.33% 31
2021
Q3 		$2.07M Sell
33,413
-67
-0.2% -$4.31K 1.36% 30
2021
Q2 		$2.03M Sell
33,480
-1,951
-6% -$125K 1.29% 32
2021
Q1 		$2.2M Sell
35,431
-2,525
-7% -$151K 1.49% 28
2020
Q4 		$2.33M Sell
37,956
-1,475
-4% -$88.7K 1.81% 21
2020
Q3 		$2.14M Buy
39,431
+4,200
+12% +$224K 1.84% 19
2020
Q2 		$1.83M Buy
35,231
+13,010
+59% +$723K 1.71% 23
2020
Q1 		$1.2M Buy
22,221
+1,184
+6% +$75K 1.28% 28
2019
Q4 		$1.34M Sell
21,037
-2,055
-9% -$127K 1.06% 34
2019
Q3 		$1.43M Sell
23,092
-100
-0.4% -$5.8K 1.2% 32
2019
Q2 		$1.28M Buy
23,192
+1,000
+5% +$53.5K 1.1% 34
2019
Q1 		$1.15M Sell
22,192
-800
-3% -$39.2K 1.05% 35
2018
Q4 		$1.01M Buy
+22,992
New +$1.05M 1.02% 38

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Brooks Moore & Associates's SO Position: Q1 2026 in Review

Brooks Moore & Associates reduced its Southern Company (SO) stake by 0.2% in Q1 2026, selling an estimated $4.63K and leaving 24,573 shares worth $2.37M. The position accounts for 1.19% of the portfolio, ranked #30.

Brooks Moore & Associates first reported a position in SO in Q4 2018 and has held it in 30 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Brooks Moore & Associates held 24,573 shares of Southern Company worth $2.37M as of Q1 2026.
  • Brooks Moore & Associates sold 50 Southern Company shares in Q1 2026, an estimated $4.63K.
  • Southern Company made up 1.19% of Brooks Moore & Associates's portfolio in Q1 2026, its #30 holding.
  • Brooks Moore & Associates first reported a position in Southern Company in Q4 2018 and has held it in 30 quarters since.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.