Richard Bernstein Advisors’s Southern Company SO Stock Holding History

Richard Bernstein Advisors’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	$1.63M	Hold	16,902	–	–	0.05%	110
2025 Q4	$1.47M	Sell	16,902 -1,855	-10%	-$169K	0.04%	95
2025 Q3	$1.78M	Sell	18,757 -19,164	-51%	-$1.79M	0.05%	105
2025 Q2	$3.48M	Buy	+37,921	New	+$3.41M	0.09%	116
2024 Q3	–	Sell	-43,628	Closed	-$3.38M	–	236
2024 Q2	$3.38M	Hold	43,628	–	–	0.08%	122
2024 Q1	$3.13M	Hold	43,628	–	–	0.07%	154
2023 Q4	$3.06M	Sell	43,628 -10,411	-19%	-$715K	0.07%	136
2023 Q3	$3.5M	Hold	54,039	–	–	0.08%	83
2023 Q2	$3.8M	Hold	54,039	–	–	0.08%	80
2023 Q1	$3.76M	Hold	54,039	–	–	0.08%	93
2022 Q4	$3.86M	Hold	54,039	–	–	0.09%	92
2022 Q3	$3.67M	Sell	54,039 -7,019	-11%	-$532K	0.09%	102
2022 Q2	$4.35M	Buy	61,058 +7,411	+14%	+$544K	0.09%	103
2022 Q1	$3.89M	Hold	53,647	–	–	0.08%	136
2021 Q4	$3.68M	Buy	+53,647	New	+$3.42M	0.07%	140
2020 Q2	–	Sell	-30,738	Closed	-$1.66M	–	273
2020 Q1	$1.66M	Hold	30,738	–	–	0.06%	149
2019 Q4	$1.96M	Hold	30,738	–	–	0.06%	176
2019 Q3	$1.9M	Hold	30,738	–	–	0.06%	182
2019 Q2	$1.7M	Buy	+30,738	New	+$1.65M	0.06%	190
2015 Q3	–	Sell	-8,166	Closed	-$342K	–	180
2015 Q2	$342K	Sell	8,166 -22,129	-73%	-$964K	0.04%	161
2015 Q1	$1.34M	Hold	30,295	–	–	0.18%	131
2014 Q4	$1.49M	Hold	30,295	–	–	0.15%	167
2014 Q3	$1.32M	Hold	30,295	–	–	0.14%	178
2014 Q2	$1.38M	Hold	30,295	–	–	0.16%	170
2014 Q1	$1.33M	Buy	30,295 +5,767	+24%	+$242K	0.19%	143
2013 Q4	$1.01M	Hold	24,528	–	–	0.2%	175
2013 Q3	$1.01M	Hold	24,528	–	–	0.3%	121
2013 Q2	$1.08M	Buy	+24,528	New	+$1.13M	0.36%	96

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Richard Bernstein Advisors's SO Position: Q1 2026 in Review

Richard Bernstein Advisors held its Southern Company (SO) position steady in Q1 2026 at 16,902 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #110.

Richard Bernstein Advisors first reported a position in SO in Q2 2013 and has held it in 28 quarters since. The position peaked at $4.35M in Q2 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Richard Bernstein Advisors held 16,902 shares of Southern Company worth $1.63M as of Q1 2026.
Richard Bernstein Advisors left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.05% of Richard Bernstein Advisors's portfolio in Q1 2026, its #110 holding.
Richard Bernstein Advisors first reported a position in Southern Company in Q2 2013 and has held it in 28 quarters since.
Richard Bernstein Advisors's Southern Company position peaked at $4.35M in Q2 2022.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.