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Bush Investment Group’s Southern Company SO Stock Holding History

Bush Investment Group’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 		$1.51M Sell
15,612
-49
-0.3% -$4.53K 0.82% 26
2025
Q4 		$1.37M Buy
15,661
+40
+0.3% +$3.65K 0.76% 27
2025
Q3 		$1.48M Buy
15,621
+4,536
+41% +$423K 0.88% 24
2025
Q2 		$1.02M Sell
11,085
-650
-6% -$58.4K 0.68% 27
2025
Q1 		$1.08M Buy
11,735
+141
+1% +$12.2K 0.81% 21
2024
Q4 		$954K Hold
11,594
– – 0.74% 20
2024
Q3 		$1.05M Sell
11,594
-69
-0.6% -$5.89K 0.84% 20
2024
Q2 		$905K Buy
11,663
+69
+0.6% +$5.23K 0.78% 19
2024
Q1 		$832K Buy
11,594
+4,896
+73% +$338K 0.73% 22
2023
Q4 		$451K Buy
+6,698
New +$460K 0.42% 24

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

Bush Investment Group's SO Position: Q1 2026 in Review

Bush Investment Group reduced its Southern Company (SO) stake by 0.31% in Q1 2026, selling an estimated $4.53K and leaving 15,612 shares worth $1.51M. The position accounts for 0.82% of the portfolio, ranked #26.

Bush Investment Group first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,350 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Bush Investment Group held 15,612 shares of Southern Company worth $1.51M as of Q1 2026.
  • Bush Investment Group sold 49 Southern Company shares in Q1 2026, an estimated $4.53K.
  • Southern Company made up 0.82% of Bush Investment Group's portfolio in Q1 2026, its #26 holding.
  • Bush Investment Group first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.