John Boyer Inc
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John Boyer Inc’s Southern Company SO Stock Holding History

John Boyer Inc’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
Q3 		$153K Buy
+1,847
New +$168K 0.12% 49

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

John Boyer Inc's SO Position: Q3 2026 in Review

John Boyer Inc opened a new position in Southern Company (SO) in Q3 2026: 1,847 shares worth $153K. The stake represents 0.12% of the portfolio and ranks #49 among its holdings.

1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • John Boyer Inc held 1,847 shares of Southern Company worth $153K as of Q3 2026.
  • Southern Company was a new John Boyer Inc position in Q3 2026.
  • Southern Company made up 0.12% of John Boyer Inc's portfolio in Q3 2026, its #49 holding.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on John Boyer Inc's 13F filing for Q3 2026, filed 27 Oct 2026.