Canton Hathaway’s Southern Company SO Stock Holding History

Canton Hathaway’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	$68K	Hold	705	–	–	0.01%	172
2025 Q4	$61.5K	Hold	705	–	–	0.01%	187
2025 Q3	$67K	Hold	705	–	–	0.01%	191
2025 Q2	$65K	Hold	705	–	–	0.01%	182
2025 Q1	$65K	Hold	705	–	–	0.01%	187
2024 Q4	$58K	Hold	705	–	–	0.01%	152
2024 Q3	$64K	Hold	705	–	–	0.02%	148
2024 Q2	$55K	Hold	705	–	–	0.02%	154
2024 Q1	$51K	Hold	705	–	–	0.01%	157
2023 Q4	$49K	Hold	705	–	–	0.01%	165
2023 Q3	$46K	Hold	705	–	–	0.01%	155
2023 Q2	$50K	Hold	705	–	–	0.02%	157
2023 Q1	$49K	Hold	705	–	–	0.02%	156
2022 Q4	$50K	Hold	705	–	–	0.02%	166
2022 Q3	$48K	Hold	705	–	–	0.02%	156
2022 Q2	$50K	Hold	705	–	–	0.02%	163
2022 Q1	$51K	Hold	705	–	–	0.01%	182
2021 Q4	$48K	Hold	705	–	–	0.01%	191
2021 Q3	$44K	Buy	705 +205	+41%	+$13.2K	0.01%	194
2021 Q2	$30K	Hold	500	–	–	0.01%	188
2021 Q1	$31K	Buy	+500	New	+$29.9K	0.01%	192

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

Canton Hathaway's SO Position: Q1 2026 in Review

Canton Hathaway held its Southern Company (SO) position steady in Q1 2026 at 705 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #172.

Canton Hathaway first reported a position in SO in Q1 2021 and has held it in 21 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Canton Hathaway held 705 shares of Southern Company worth $68K as of Q1 2026.
Canton Hathaway left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.01% of Canton Hathaway's portfolio in Q1 2026, its #172 holding.
Canton Hathaway first reported a position in Southern Company in Q1 2021 and has held it in 21 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Canton Hathaway's 13F filing for Q1 2026, filed 24 Apr 2026.