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Boothbay Fund Management’s Southern Company SO Stock Holding History

Boothbay Fund Management’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
2022
Q4 		– Sell
-4,000
Closed -$272K – 2416
2022
Q3 		$272K Buy
+4,000
New +$303K 0.01% 1601

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 $3.38T AUM 44.17% 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

Boothbay Fund Management's SO Position: Q2 2026 in Review

Boothbay Fund Management opened a new position in Southern Company (SO) in Q2 2026: 5,513 shares worth $528K. The stake represents 0.01% of the portfolio and ranks #1454 among its holdings. This is a return to the name: Boothbay Fund Management previously reported a position in SO as recently as Q2 2025.

Boothbay Fund Management first reported a position in SO in Q1 2015 and has held it in 10 quarters since. The position peaked at $1.84M in Q3 2024. 2,368 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Boothbay Fund Management held 5,513 shares of Southern Company worth $528K as of Q2 2026.
  • Southern Company was a new Boothbay Fund Management position in Q2 2026.
  • Southern Company made up 0.01% of Boothbay Fund Management's portfolio in Q2 2026, its #1454 holding.
  • Boothbay Fund Management first reported a position in Southern Company in Q1 2015 and has held it in 10 quarters since.
  • Boothbay Fund Management's Southern Company position peaked at $1.84M in Q3 2024.
  • 2,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.