Bullock Wealth Management’s Southern Company SO Stock Holding History

Bullock Wealth 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	$422K	Buy	4,437 +51	+1%	+$4.8K	0.18%	116
2026 Q1	$425K	Buy	4,386 +23	+0.5%	+$2.13K	0.21%	101
2025 Q4	$380K	Sell	4,363 -8	-0.2%	-$730	0.19%	107
2025 Q3	$414K	Buy	4,371 +25	+0.6%	+$2.33K	0.21%	104
2025 Q2	$401K	Sell	4,346 -637	-13%	-$57.2K	0.21%	102
2025 Q1	$458K	Sell	4,983 -134	-3%	-$11.6K	0.26%	92
2024 Q4	$421K	Buy	5,117 +22	+0.4%	+$1.93K	0.25%	90
2024 Q3	$463K	Buy	5,095 +111	+2%	+$9.48K	0.28%	85
2024 Q2	$384K	Sell	4,984 -56	-1%	-$4.24K	0.25%	89
2024 Q1	$358K	Buy	+5,040	New	+$348K	0.24%	96

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bullock Wealth Management's SO Position: Q2 2026 in Review

Bullock Wealth Management increased its Southern Company (SO) stake by 1.2% in Q2 2026, buying an estimated $4.8K and bringing the position to 4,437 shares worth $422K. The position accounts for 0.18% of the portfolio, ranked #116.

Bullock Wealth Management first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $463K in Q3 2024. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Bullock Wealth Management held 4,437 shares of Southern Company worth $422K as of Q2 2026.
Bullock Wealth Management bought 51 Southern Company shares in Q2 2026, an estimated $4.8K.
Southern Company made up 0.18% of Bullock Wealth Management's portfolio in Q2 2026, its #116 holding.
Bullock Wealth Management first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Southern Company position peaked at $463K in Q3 2024.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.