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Choate Investment Advisors’s Southern Company SO Stock Holding History

Choate Investment Advisors’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 		$314K Buy
3,251
+100
+3% +$9.25K 0.01% 373
2025
Q4 		$275K Hold
3,151
– – 0.01% 383
2025
Q3 		$299K Buy
3,151
+91
+3% +$8.49K 0.01% 357
2025
Q2 		$281K Sell
3,060
-156
-5% -$14K 0.01% 350
2025
Q1 		$296K Buy
3,216
+52
+2% +$4.5K 0.01% 328
2024
Q4 		$260K Buy
+3,164
New +$278K 0.01% 350

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Choate Investment Advisors's SO Position: Q1 2026 in Review

Choate Investment Advisors increased its Southern Company (SO) stake by 3.2% in Q1 2026, buying an estimated $9.25K and bringing the position to 3,251 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #373.

Choate Investment Advisors first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Choate Investment Advisors held 3,251 shares of Southern Company worth $314K as of Q1 2026.
  • Choate Investment Advisors bought 100 Southern Company shares in Q1 2026, an estimated $9.25K.
  • Southern Company made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #373 holding.
  • Choate Investment Advisors first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.