Boyd Watterson Asset Management’s Southern Company SO Stock Holding History

Boyd Watterson 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	$70.3K	Hold	734	–	–	0.02%	165
2026 Q1	$70.8K	Hold	734	–	–	0.02%	162
2025 Q4	$64K	Sell	734 -12	-2%	-$1.1K	0.02%	162
2025 Q3	$70.7K	Sell	746 -5	-0.7%	-$467	0.02%	159
2025 Q2	$69K	Sell	751 -147	-16%	-$13.2K	0.02%	164
2025 Q1	$82.6K	Sell	898 -138	-13%	-$11.9K	0.03%	161
2024 Q4	$85.3K	Hold	1,036	–	–	0.02%	159
2024 Q3	$93.4K	Sell	1,036 -34	-3%	-$2.9K	0.03%	152
2024 Q2	$83K	Hold	1,070	–	–	0.02%	154
2024 Q1	$76.8K	Hold	1,070	–	–	0.03%	158
2023 Q4	$75K	Hold	1,070	–	–	0.03%	161
2023 Q3	$69.3K	Sell	1,070 -5	-0.5%	-$347	0.03%	162
2023 Q2	$75.5K	Hold	1,075	–	–	0.03%	161
2023 Q1	$74.8K	Hold	1,075	–	–	0.03%	169
2022 Q4	$76.8K	Buy	+1,075	New	+$71.9K	0.03%	169

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 $3.38T AUM 44.17% 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

Boyd Watterson Asset Management's SO Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Southern Company (SO) position steady in Q2 2026 at 734 shares worth $70.3K. The position accounts for 0.02% of the portfolio, ranked #165.

Boyd Watterson Asset Management first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $93.4K in Q3 2024. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Boyd Watterson Asset Management held 734 shares of Southern Company worth $70.3K as of Q2 2026.
Boyd Watterson Asset Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.02% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #165 holding.
Boyd Watterson Asset Management first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's Southern Company position peaked at $93.4K in Q3 2024.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.