BOS Asset Management’s Southern Company SO Stock Holding History

BOS Asset 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
2026 Q2	$521K	Buy	5,447 +2	+0%	+$188	0.12%	123
2026 Q1	$526K	Buy	5,445 +44	+0.8%	+$4.07K	0.13%	119
2025 Q4	$471K	Hold	5,401	–	–	0.13%	124
2025 Q3	$512K	Buy	5,401 +1	+0%	+$93	0.14%	112
2025 Q2	$496K	Hold	5,400	–	–	0.16%	102
2025 Q1	$497K	Hold	5,400	–	–	0.17%	94
2024 Q4	$445K	Sell	5,400 -1,238	-19%	-$109K	0.16%	95
2024 Q3	$599K	Sell	6,638 -174	-3%	-$14.9K	0.22%	74
2024 Q2	$528K	Buy	6,812 +800	+13%	+$60.6K	0.24%	76
2024 Q1	$431K	Hold	6,012	–	–	0.23%	72
2023 Q4	$422K	Sell	6,012 -149	-2%	-$10.2K	0.29%	81
2023 Q3	$399K	Hold	6,161	–	–	0.29%	78
2023 Q2	$433K	Buy	6,161 +300	+5%	+$21.5K	0.34%	69
2023 Q1	$408K	Hold	5,861	–	–	0.34%	69
2022 Q4	$419K	Buy	+5,861	New	+$392K	0.37%	72

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BOS Asset Management's SO Position: Q2 2026 in Review

BOS Asset Management increased its Southern Company (SO) stake by 0.04% in Q2 2026, buying an estimated $188 and bringing the position to 5,447 shares worth $521K. The position accounts for 0.12% of the portfolio, ranked #123.

BOS Asset Management first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $599K in Q3 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

BOS Asset Management held 5,447 shares of Southern Company worth $521K as of Q2 2026.
BOS Asset Management bought 2 Southern Company shares in Q2 2026, an estimated $188.
Southern Company made up 0.12% of BOS Asset Management's portfolio in Q2 2026, its #123 holding.
BOS Asset Management first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's Southern Company position peaked at $599K in Q3 2024.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.