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Bryn Mawr Capital Management’s Southern Company SO Stock Holding History

Bryn Mawr Capital 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
Q1 		$1.02M Sell
10,577
-94
-0.9% -$8.7K 0.05% 214
2025
Q4 		$930K Buy
10,671
+376
+4% +$34.3K 0.04% 216
2025
Q3 		$976K Buy
10,295
+86
+0.8% +$8.03K 0.05% 213
2025
Q2 		$937K Buy
10,209
+669
+7% +$60.1K 0.05% 205
2025
Q1 		$877K Sell
9,540
-170
-2% -$14.7K 0.05% 204
2024
Q4 		$799K Sell
9,710
-178
-2% -$15.6K 0.04% 242
2024
Q3 		$892K Buy
9,888
+204
+2% +$17.4K 0.05% 237
2024
Q2 		$751K Sell
9,684
-9
-0.1% -$682 0.04% 242
2024
Q1 		$695K Buy
9,693
+14
+0.1% +$966 0.04% 251
2023
Q4 		$679K Buy
9,679
+3,864
+66% +$265K 0.04% 251
2023
Q3 		$376K Buy
5,815
+216
+4% +$15K 0.02% 298
2023
Q2 		$393K Buy
5,599
+1,839
+49% +$132K 0.04% 225
2023
Q1 		$262K Hold
3,760
– – 0.03% 241
2022
Q4 		$269K Buy
+3,760
New +$251K 0.03% 238

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

Bryn Mawr Capital Management's SO Position: Q1 2026 in Review

Bryn Mawr Capital Management reduced its Southern Company (SO) stake by 0.88% in Q1 2026, selling an estimated $8.7K and leaving 10,577 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #214.

Bryn Mawr Capital Management first reported a position in SO in Q4 2022 and has held it in 14 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Bryn Mawr Capital Management held 10,577 shares of Southern Company worth $1.02M as of Q1 2026.
  • Bryn Mawr Capital Management sold 94 Southern Company shares in Q1 2026, an estimated $8.7K.
  • Southern Company made up 0.05% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #214 holding.
  • Bryn Mawr Capital Management first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.