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 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 $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

Boyd Watterson Asset Management's SO Position: Q1 2026 in Review

Boyd Watterson Asset Management held its Southern Company (SO) position steady in Q1 2026 at 734 shares worth $70.8K. The position accounts for 0.02% of the portfolio, ranked #162.

Boyd Watterson Asset Management first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $93.4K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Boyd Watterson Asset Management held 734 shares of Southern Company worth $70.8K as of Q1 2026.
Boyd Watterson Asset Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.02% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #162 holding.
Boyd Watterson Asset Management first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
Boyd Watterson Asset Management's Southern Company position peaked at $93.4K in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.