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B.O.S.S. Retirement Advisors’s Southern Company SO Stock Holding History

B.O.S.S. Retirement 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
Q2 		$408K Buy
4,265
+25
+0.6% +$2.35K 0.11% 107
2026
Q1 		$409K Buy
4,240
+34
+0.8% +$3.15K 0.12% 112
2025
Q4 		$367K Buy
4,206
+74
+2% +$6.76K 0.12% 113
2025
Q3 		$392K Sell
4,132
-24
-0.6% -$2.24K 0.09% 136
2025
Q2 		$382K Buy
+4,156
New +$373K 0.1% 132

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

B.O.S.S. Retirement Advisors's SO Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Southern Company (SO) stake by 0.59% in Q2 2026, buying an estimated $2.35K and bringing the position to 4,265 shares worth $408K. The position accounts for 0.11% of the portfolio, ranked #107.

B.O.S.S. Retirement Advisors first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $409K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 4,265 shares of Southern Company worth $408K as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 25 Southern Company shares in Q2 2026, an estimated $2.35K.
  • Southern Company made up 0.11% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #107 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • B.O.S.S. Retirement Advisors's Southern Company position peaked at $409K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.