Cabot Wealth Management’s Southern Company SO Stock Holding History

Cabot Wealth 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	$338K	Sell	3,505 -500	-12%	-$46.3K	0.04%	112
2025 Q4	$349K	Hold	4,005	–	–	0.04%	114
2025 Q3	$380K	Hold	4,005	–	–	0.04%	116
2025 Q2	$368K	Buy	4,005 +150	+4%	+$13.5K	0.04%	107
2025 Q1	$354K	Hold	3,855	–	–	0.05%	105
2024 Q4	$317K	Hold	3,855	–	–	0.04%	108
2024 Q3	$348K	Hold	3,855	–	–	0.04%	109
2024 Q2	$299K	Hold	3,855	–	–	0.04%	121
2024 Q1	$277K	Hold	3,855	–	–	0.04%	127
2023 Q4	$270K	Hold	3,855	–	–	0.04%	128
2023 Q3	$249K	Buy	+3,855	New	+$268K	0.04%	129
2013 Q3	–	Sell	-5,136	Closed	-$227K	–	178
2013 Q2	$227K	Buy	+5,136	New	+$236K	0.08%	167

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

Cabot Wealth Management's SO Position: Q1 2026 in Review

Cabot Wealth Management reduced its Southern Company (SO) stake by 12% in Q1 2026, selling an estimated $46.3K and leaving 3,505 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #112.

Cabot Wealth Management first reported a position in SO in Q2 2013 and has held it in 12 quarters since. The position peaked at $380K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Cabot Wealth Management held 3,505 shares of Southern Company worth $338K as of Q1 2026.
Cabot Wealth Management sold 500 Southern Company shares in Q1 2026, an estimated $46.3K.
Southern Company made up 0.04% of Cabot Wealth Management's portfolio in Q1 2026, its #112 holding.
Cabot Wealth Management first reported a position in Southern Company in Q2 2013 and has held it in 12 quarters since.
Cabot Wealth Management's Southern Company position peaked at $380K in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.