Boyar Asset Management’s Southern Company SO Stock Holding History

Boyar 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	$265K	Hold	2,765	–	–	0.15%	69
2026 Q1	$267K	Hold	2,765	–	–	0.15%	72
2025 Q4	$241K	Hold	2,765	–	–	0.15%	69
2025 Q3	$262K	Hold	2,765	–	–	0.17%	69
2025 Q2	$254K	Hold	2,765	–	–	0.17%	70
2025 Q1	$254K	Sell	2,765 -600	-18%	-$51.9K	0.18%	69
2024 Q4	$277K	Hold	3,365	–	–	0.18%	70
2024 Q3	$303K	Hold	3,365	–	–	0.2%	69
2024 Q2	$261K	Hold	3,365	–	–	0.18%	71
2024 Q1	$241K	Hold	3,365	–	–	0.16%	74
2023 Q4	$236K	Hold	3,365	–	–	0.18%	71
2023 Q3	$218K	Buy	3,365 +100	+3%	+$6.94K	0.17%	74
2023 Q2	$229K	Hold	3,265	–	–	0.17%	70
2023 Q1	$227K	Hold	3,265	–	–	0.18%	71
2022 Q4	$233K	Hold	3,265	–	–	0.19%	73
2022 Q3	$222K	Hold	3,265	–	–	0.18%	75
2022 Q2	$233K	Hold	3,265	–	–	0.19%	69
2022 Q1	$237K	Buy	+3,265	New	+$221K	0.15%	76

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Boyar Asset Management held its Southern Company (SO) position steady in Q2 2026 at 2,765 shares worth $265K. The position accounts for 0.15% of the portfolio, ranked #69.

Boyar Asset Management first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $303K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Boyar Asset Management held 2,765 shares of Southern Company worth $265K as of Q2 2026.
Boyar Asset Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.15% of Boyar Asset Management's portfolio in Q2 2026, its #69 holding.
Boyar Asset Management first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
Boyar Asset Management's Southern Company position peaked at $303K in Q3 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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