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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
Q2 		$1.02M Buy
10,610
+33
+0.3% +$3.11K 0.04% 219
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 $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 $3.38T AUM 44.17% 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

Bryn Mawr Capital Management's SO Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its Southern Company (SO) stake by 0.31% in Q2 2026, buying an estimated $3.11K and bringing the position to 10,610 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #219.

Bryn Mawr Capital Management first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bryn Mawr Capital Management held 10,610 shares of Southern Company worth $1.02M as of Q2 2026.
  • Bryn Mawr Capital Management bought 33 Southern Company shares in Q2 2026, an estimated $3.11K.
  • Southern Company made up 0.04% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #219 holding.
  • Bryn Mawr Capital Management first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Bryn Mawr Capital Management's Southern Company position peaked at $1.02M in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.