Boston Research & Management’s Southern Company SO Stock Holding History

Boston Research & 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 Q1	$454K	Hold	4,710	–	–	0.11%	84
2025 Q4	$410K	Hold	4,710	–	–	0.09%	91
2025 Q3	$446K	Hold	4,710	–	–	0.1%	89
2025 Q2	$432K	Hold	4,710	–	–	0.1%	87
2025 Q1	$433K	Hold	4,710	–	–	0.11%	86
2024 Q4	$387K	Hold	4,710	–	–	0.1%	94
2024 Q3	$424K	Hold	4,710	–	–	0.1%	94
2024 Q2	$365K	Hold	4,710	–	–	0.09%	98
2024 Q1	$337K	Hold	4,710	–	–	0.08%	101
2023 Q4	$330K	Hold	4,710	–	–	0.09%	102
2023 Q3	$304K	Hold	4,710	–	–	0.09%	96
2023 Q2	$330K	Hold	4,710	–	–	0.09%	94
2023 Q1	$327K	Sell	4,710 -63	-1%	-$4.24K	0.1%	95
2022 Q4	$340K	Buy	4,773 +63	+1%	+$4.21K	0.11%	94
2022 Q3	$320K	Hold	4,710	–	–	0.11%	96
2022 Q2	$335K	Hold	4,710	–	–	0.11%	95
2022 Q1	$341K	Hold	4,710	–	–	0.1%	94
2021 Q4	$323K	Hold	4,710	–	–	0.09%	96
2021 Q3	$291K	Hold	4,710	–	–	0.09%	94
2021 Q2	$285K	Hold	4,710	–	–	0.09%	96
2021 Q1	$292K	Hold	4,710	–	–	0.09%	92
2020 Q4	$289K	Hold	4,710	–	–	0.1%	91
2020 Q3	$255K	Hold	4,710	–	–	0.1%	91
2020 Q2	$244K	Hold	4,710	–	–	0.1%	90
2020 Q1	$254K	Hold	4,710	–	–	0.13%	82
2019 Q4	$300K	Hold	4,710	–	–	0.11%	90
2019 Q3	$290K	Hold	4,710	–	–	0.11%	88
2019 Q2	$260K	Hold	4,710	–	–	0.11%	93
2019 Q1	$243K	Hold	4,710	–	–	0.1%	97
2018 Q4	$206K	Hold	4,710	–	–	0.1%	97
2018 Q3	$205K	Hold	4,710	–	–	0.09%	100
2018 Q2	$218K	Sell	4,710 -740	-14%	-$33.1K	0.11%	95
2018 Q1	$243K	Buy	5,450 +700	+15%	+$31.1K	0.12%	88
2017 Q4	$228K	Hold	4,750	–	–	0.11%	91
2017 Q3	$233K	Hold	4,750	–	–	0.12%	89
2017 Q2	$227K	Hold	4,750	–	–	0.12%	88
2017 Q1	$236K	Hold	4,750	–	–	0.13%	89
2016 Q4	$233K	Hold	4,750	–	–	0.13%	91
2016 Q3	$243K	Hold	4,750	–	–	0.14%	88
2016 Q2	$254K	Hold	4,750	–	–	0.15%	87
2016 Q1	$245K	Hold	4,750	–	–	0.15%	89
2015 Q4	$222K	Hold	4,750	–	–	0.14%	93
2015 Q3	$212K	Buy	+4,750	New	+$208K	0.14%	96
2015 Q2	–	Sell	-5,370	Closed	-$237K	–	99
2015 Q1	$237K	Hold	5,370	–	–	0.15%	92
2014 Q4	$263K	Hold	5,370	–	–	0.16%	91
2014 Q3	$234K	Sell	5,370 -650	-11%	-$28.6K	0.16%	94
2014 Q2	$273K	Sell	6,020 -244	-4%	-$10.8K	0.19%	86
2014 Q1	$275K	Buy	+6,264	New	+$263K	0.2%	86

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

Boston Research & Management's SO Position: Q1 2026 in Review

Boston Research & Management held its Southern Company (SO) position steady in Q1 2026 at 4,710 shares worth $454K. The position accounts for 0.11% of the portfolio, ranked #84.

Boston Research & Management first reported a position in SO in Q1 2014 and has held it in 48 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Boston Research & Management held 4,710 shares of Southern Company worth $454K as of Q1 2026.
Boston Research & Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.11% of Boston Research & Management's portfolio in Q1 2026, its #84 holding.
Boston Research & Management first reported a position in Southern Company in Q1 2014 and has held it in 48 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.