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Legacy Bridge’s Southern Company SO Stock Holding History

Legacy Bridge’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 		$202K Sell
2,095
-205
-9% -$19K 0.08% 142
2025
Q4 		$201K Buy
2,300
+205
+10% +$18.7K 0.08% 140
2025
Q3 		$199K Hold
2,095
– – 0.08% 140
2025
Q2 		$192K Hold
2,095
– – 0.09% 134
2025
Q1 		$193K Sell
2,095
-56
-3% -$4.85K 0.11% 133
2024
Q4 		$177K Hold
2,151
– – 0.09% 139
2024
Q3 		$194K Hold
2,151
– – 0.1% 137
2024
Q2 		$167K Hold
2,151
– – 0.1% 135
2024
Q1 		$154K Hold
2,151
– – 0.09% 151
2023
Q4 		$151K Sell
2,151
-230
-10% -$15.8K 0.1% 147
2023
Q3 		$154K Hold
2,381
– – 0.11% 146
2023
Q2 		$167K Hold
2,381
– – 0.11% 146
2023
Q1 		$166K Buy
2,381
+605
+34% +$40.7K 0.12% 144
2022
Q4 		$127K Buy
1,776
+56
+3% +$3.74K 0.09% 153
2022
Q3 		$117K Hold
1,720
– – 0.09% 150
2022
Q2 		$123K Hold
1,720
– – 0.09% 155
2022
Q1 		$125K Hold
1,720
– – 0.07% 168
2021
Q4 		$118K Hold
1,720
– – 0.06% 171
2021
Q3 		$107K Hold
1,720
– – 0.06% 170
2021
Q2 		$104K Hold
1,720
– – 0.06% 172
2021
Q1 		$107K Buy
1,720
+420
+32% +$25.1K 0.07% 166
2020
Q4 		$80K Buy
1,300
+700
+117% +$42.1K 0.06% 174
2020
Q3 		$33K Hold
600
– – 0.03% 195
2020
Q2 		$31K Buy
+600
New +$33.4K 0.03% 196

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

Legacy Bridge's SO Position: Q1 2026 in Review

Legacy Bridge reduced its Southern Company (SO) stake by 8.9% in Q1 2026, selling an estimated $19K and leaving 2,095 shares worth $202K. The position accounts for 0.08% of the portfolio, ranked #142.

Legacy Bridge first reported a position in SO in Q2 2020 and has held it in 24 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Legacy Bridge held 2,095 shares of Southern Company worth $202K as of Q1 2026.
  • Legacy Bridge sold 205 Southern Company shares in Q1 2026, an estimated $19K.
  • Southern Company made up 0.08% of Legacy Bridge's portfolio in Q1 2026, its #142 holding.
  • Legacy Bridge first reported a position in Southern Company in Q2 2020 and has held it in 24 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.