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Bruce G. Allen Investments’s Southern Company SO Stock Holding History

Bruce G. Allen Investments’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 		$62K Sell
642
-301
-32% -$27.8K 0.04% 226
2025
Q4 		$82.2K Sell
943
-170
-15% -$15.5K 0.06% 190
2025
Q3 		$105K Sell
1,113
-3
-0.3% -$280 0.08% 147
2025
Q2 		$102K Sell
1,116
-36
-3% -$3.23K 0.08% 152
2025
Q1 		$106K Sell
1,152
-2
-0.2% -$173 0.08% 133
2024
Q4 		$95K Sell
1,154
-12
-1% -$1.05K 0.08% 151
2024
Q3 		$105K Sell
1,166
-53
-4% -$4.53K 0.08% 146
2024
Q2 		$94.6K Buy
1,219
+440
+56% +$33.3K 0.08% 156
2024
Q1 		$55.9K Sell
779
-139
-15% -$9.6K 0.05% 222
2023
Q4 		$64.4K Buy
+918
New +$63K 0.06% 197

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

Bruce G. Allen Investments's SO Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Southern Company (SO) stake by 32% in Q1 2026, selling an estimated $27.8K and leaving 642 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #226.

Bruce G. Allen Investments first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $106K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Bruce G. Allen Investments held 642 shares of Southern Company worth $62K as of Q1 2026.
  • Bruce G. Allen Investments sold 301 Southern Company shares in Q1 2026, an estimated $27.8K.
  • Southern Company made up 0.04% of Bruce G. Allen Investments's portfolio in Q1 2026, its #226 holding.
  • Bruce G. Allen Investments first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Southern Company position peaked at $106K in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.