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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
Q2 		$201K Hold
2,095
– – 0.06% 156
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 $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 $3.37T AUM 44.26% 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

Legacy Bridge's SO Position: Q2 2026 in Review

Legacy Bridge held its Southern Company (SO) position steady in Q2 2026 at 2,095 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #156.

Legacy Bridge first reported a position in SO in Q2 2020 and has held it in 25 quarters since. The position peaked at $202K in Q1 2026. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Legacy Bridge held 2,095 shares of Southern Company worth $201K as of Q2 2026.
  • Legacy Bridge left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.06% of Legacy Bridge's portfolio in Q2 2026, its #156 holding.
  • Legacy Bridge first reported a position in Southern Company in Q2 2020 and has held it in 25 quarters since.
  • Legacy Bridge's Southern Company position peaked at $202K in Q1 2026.
  • 2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.