Foster Dykema Cabot & Partners’s Southern Company SO Stock Holding History

Foster Dykema Cabot & Partners’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	$208K	Hold	2,155	–	–	0.01%	116
2025 Q4	$188K	Hold	2,155	–	–	0.01%	123
2025 Q3	$204K	Hold	2,155	–	–	0.01%	137
2025 Q2	$198K	Hold	2,155	–	–	0.01%	124
2025 Q1	$198K	Hold	2,155	–	–	0.02%	119
2024 Q4	$177K	Hold	2,155	–	–	0.01%	134
2024 Q3	$194K	Hold	2,155	–	–	0.02%	131
2024 Q2	$167K	Hold	2,155	–	–	0.01%	109
2024 Q1	$155K	Sell	2,155 -11	-0.5%	-$759	0.01%	114
2023 Q4	$152K	Buy	+2,166	New	+$149K	0.02%	107

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

Foster Dykema Cabot & Partners's SO Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Southern Company (SO) position steady in Q1 2026 at 2,155 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #116.

Foster Dykema Cabot & Partners first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Foster Dykema Cabot & Partners held 2,155 shares of Southern Company worth $208K as of Q1 2026.
Foster Dykema Cabot & Partners left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #116 holding.
Foster Dykema Cabot & Partners first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.