BOS Asset Management
SO icon

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
Q3 		$452K Buy
5,450
+3
+0.1% +$273 0.11% 129
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BOS Asset Management's SO Position: Q3 2026 in Review

BOS Asset Management increased its Southern Company (SO) stake by 0.06% in Q3 2026, buying an estimated $273 and bringing the position to 5,450 shares worth $452K. The position accounts for 0.11% of the portfolio, ranked #129.

BOS Asset Management first reported a position in SO in Q4 2022 and has held it in 16 quarters since. The position peaked at $599K in Q3 2024. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • BOS Asset Management held 5,450 shares of Southern Company worth $452K as of Q3 2026.
  • BOS Asset Management bought 3 Southern Company shares in Q3 2026, an estimated $273.
  • Southern Company made up 0.11% of BOS Asset Management's portfolio in Q3 2026, its #129 holding.
  • BOS Asset Management first reported a position in Southern Company in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's Southern Company position peaked at $599K in Q3 2024.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.