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Brown, Lisle/Cummings’s Southern Company SO Stock Holding History

Brown, Lisle/Cummings’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 		$351K Sell
3,662
-54
-1% -$5.08K 0.08% 185
2026
Q1 		$359K Buy
3,716
+37
+1% +$3.42K 0.09% 176
2025
Q4 		$321K Buy
3,679
+4
+0.1% +$365 0.08% 178
2025
Q3 		$348K Buy
3,675
+5
+0.1% +$467 0.09% 173
2025
Q2 		$337K Sell
3,670
-496
-12% -$44.5K 0.09% 176
2025
Q1 		$383K Sell
4,166
-147
-3% -$12.7K 0.11% 169
2024
Q4 		$355K Buy
4,313
+656
+18% +$57.6K 0.11% 168
2024
Q3 		$330K Sell
3,657
-121
-3% -$10.3K 0.1% 173
2024
Q2 		$293K Buy
3,778
+1,244
+49% +$94.3K 0.1% 174
2024
Q1 		$182K Buy
2,534
+5
+0.2% +$345 0.06% 202
2023
Q4 		$177K Buy
2,529
+205
+9% +$14.1K 0.07% 200
2023
Q3 		$150K Buy
2,324
+5
+0.2% +$347 0.07% 200
2023
Q2 		$163K Buy
2,319
+5
+0.2% +$359 0.07% 196
2023
Q1 		$161K Buy
2,314
+5
+0.2% +$337 0.08% 184
2022
Q4 		$165K Buy
2,309
+4
+0.2% +$267 0.09% 174
2022
Q3 		$157K Sell
2,305
-971
-30% -$73.6K 0.09% 168
2022
Q2 		$234K Sell
3,276
-615
-16% -$45.2K 0.13% 143
2022
Q1 		$282K Buy
3,891
+5
+0.1% +$339 0.14% 144
2021
Q4 		$266K Buy
+3,886
New +$248K 0.13% 145

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 $3.37T AUM 44.26% 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

Brown, Lisle/Cummings's SO Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Southern Company (SO) stake by 1.5% in Q2 2026, selling an estimated $5.08K and leaving 3,662 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #185.

Brown, Lisle/Cummings first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $383K in Q1 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Brown, Lisle/Cummings held 3,662 shares of Southern Company worth $351K as of Q2 2026.
  • Brown, Lisle/Cummings sold 54 Southern Company shares in Q2 2026, an estimated $5.08K.
  • Southern Company made up 0.08% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #185 holding.
  • Brown, Lisle/Cummings first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's Southern Company position peaked at $383K in Q1 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.