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Broyhill Asset Management’s Southern Company SO Stock Holding History

Broyhill Asset Management’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 		$605K Hold
6,317
– – 0.54% 41
2026
Q1 		$610K Hold
6,317
– – 0.56% 43
2025
Q4 		$551K Hold
6,317
– – 0.49% 47
2025
Q3 		$599K Hold
6,317
– – 0.52% 49
2025
Q2 		$580K Hold
6,317
– – 0.53% 47
2025
Q1 		$581K Hold
6,317
– – 0.47% 46
2024
Q4 		$520K Buy
+6,317
New +$554K 0.46% 44

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

Broyhill Asset Management's SO Position: Q2 2026 in Review

Broyhill Asset Management held its Southern Company (SO) position steady in Q2 2026 at 6,317 shares worth $605K. The position accounts for 0.54% of the portfolio, ranked #41.

Broyhill Asset Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $610K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Broyhill Asset Management held 6,317 shares of Southern Company worth $605K as of Q2 2026.
  • Broyhill Asset Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.54% of Broyhill Asset Management's portfolio in Q2 2026, its #41 holding.
  • Broyhill Asset Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Broyhill Asset Management's Southern Company position peaked at $610K in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.