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Newbridge Financial Services Group’s Southern Company SO Stock Holding History

Newbridge Financial Services 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 		$253K Sell
2,623
-129
-5% -$11.9K 0.04% 191
2025
Q4 		$240K Buy
2,752
+612
+29% +$55.9K 0.04% 207
2025
Q3 		$203K Buy
2,140
+11
+0.5% +$1.03K 0.03% 296
2025
Q2 		$196K Sell
2,129
-1
-0% -$90 0.03% 295
2025
Q1 		$196K Sell
2,130
-276
-11% -$23.9K 0.05% 197
2024
Q4 		$198K Buy
+2,406
New +$211K 0.05% 208
2024
Q3 		– Sell
-1,360
Closed -$106K – 1042
2024
Q2 		$106K Sell
1,360
-1,341
-50% -$102K 0.04% 258
2024
Q1 		$194K Sell
2,701
-839
-24% -$57.9K 0.08% 197
2023
Q4 		$248K Sell
3,540
-892
-20% -$61.3K 0.12% 165
2023
Q3 		$287K Buy
4,432
+19
+0.4% +$1.32K 0.14% 142
2023
Q2 		$310K Sell
4,413
-309
-7% -$22.2K 0.15% 138
2023
Q1 		$329K Buy
4,722
+227
+5% +$15.3K 0.17% 127
2022
Q4 		$321K Buy
4,495
+238
+6% +$15.9K 0.19% 115
2022
Q3 		$290K Buy
4,257
+15
+0.4% +$1.14K 0.17% 132
2022
Q2 		$303K Buy
4,242
+1,099
+35% +$80.7K 0.19% 113
2022
Q1 		$228K Sell
3,143
-89
-3% -$6.03K 0.11% 176
2021
Q4 		$222K Buy
3,232
+572
+22% +$36.5K 0.1% 191
2021
Q3 		$165K Sell
2,660
-1,001
-27% -$64.4K 0.1% 195
2021
Q2 		$222K Sell
3,661
-392
-10% -$25.1K 0.14% 164
2021
Q1 		$252K Buy
4,053
+260
+7% +$15.6K 0.19% 128
2020
Q4 		$233K Buy
3,793
+6
+0.2% +$361 0.19% 114
2020
Q3 		$205K Buy
+3,787
New +$202K 0.2% 111

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

Newbridge Financial Services Group's SO Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its Southern Company (SO) stake by 4.7% in Q1 2026, selling an estimated $11.9K and leaving 2,623 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #191.

Newbridge Financial Services Group first reported a position in SO in Q3 2020 and has held it in 22 quarters since. The position peaked at $329K in Q1 2023. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Newbridge Financial Services Group held 2,623 shares of Southern Company worth $253K as of Q1 2026.
  • Newbridge Financial Services Group sold 129 Southern Company shares in Q1 2026, an estimated $11.9K.
  • Southern Company made up 0.04% of Newbridge Financial Services Group's portfolio in Q1 2026, its #191 holding.
  • Newbridge Financial Services Group first reported a position in Southern Company in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's Southern Company position peaked at $329K in Q1 2023.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.