Brown Financial Advisory’s Southern Company SO Stock Holding History

Brown Financial Advisory’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 Q3	$244K	Hold	2,945	–	–	0.1%	44
2026 Q2	$282K	Sell	2,945 -8	-0.3%	-$753	0.12%	41
2026 Q1	$285K	Sell	2,953 -90	-3%	-$8.32K	0.14%	45
2025 Q4	$265K	Hold	3,043	–	–	0.13%	48
2025 Q3	$288K	Sell	3,043 -1,000	-25%	-$93.4K	0.15%	45
2025 Q2	$371K	Buy	4,043 +1,240	+44%	+$111K	0.2%	41
2025 Q1	$258K	Buy	2,803 +316	+13%	+$27.4K	0.16%	43
2024 Q4	$205K	Buy	2,487 +44	+2%	+$3.86K	0.15%	34
2024 Q3	$220K	Buy	+2,443	New	+$209K	0.16%	34
2023 Q2	–	Sell	-3,345	Closed	-$233K	–	31
2023 Q1	$233K	Buy	3,345 +307	+10%	+$20.7K	0.22%	28
2022 Q4	$217K	Sell	3,038 -1,576	-34%	-$105K	0.22%	28
2022 Q3	$314K	Hold	4,614	–	–	0.3%	24
2022 Q2	$329K	Hold	4,614	–	–	0.35%	21
2022 Q1	$335K	Hold	4,614	–	–	0.27%	23
2021 Q4	$316K	Hold	4,614	–	–	0.28%	23
2021 Q3	$286K	Hold	4,614	–	–	0.24%	22
2021 Q2	$279K	Sell	4,614 -24	-0.5%	-$1.54K	0.23%	24
2021 Q1	$288K	Buy	4,638 +500	+12%	+$29.9K	0.25%	24
2020 Q4	$254K	Buy	+4,138	New	+$249K	0.23%	25

Other funds holding SO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Brown Financial Advisory's SO Position: Q3 2026 in Review

Brown Financial Advisory held its Southern Company (SO) position steady in Q3 2026 at 2,945 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #44.

Brown Financial Advisory first reported a position in SO in Q4 2020 and has held it in 19 quarters since. The position peaked at $371K in Q2 2025. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Brown Financial Advisory held 2,945 shares of Southern Company worth $244K as of Q3 2026.
Brown Financial Advisory left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.1% of Brown Financial Advisory's portfolio in Q3 2026, its #44 holding.
Brown Financial Advisory first reported a position in Southern Company in Q4 2020 and has held it in 19 quarters since.
Brown Financial Advisory's Southern Company position peaked at $371K in Q2 2025.
1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Brown Financial Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.