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Moors & Cabot’s Southern Company SO Stock Holding History

Moors & Cabot’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
2019
Q4 		– Sell
-50,000
Closed -$31K – 690
2019
Q3 		$31K Buy
+50,000
New +$2.9M ﹤0.01% 620

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Moors & Cabot's SO Position: Q2 2026 in Review

Moors & Cabot reduced its Southern Company (SO) stake by 1.9% in Q2 2026, selling an estimated $113K and leaving 61,102 shares worth $5.85M. The position accounts for 0.23% of the portfolio, ranked #89.

Moors & Cabot first reported a position in SO in Q1 2014 and has held it in 50 quarters since. The position peaked at $6.01M in Q1 2026. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Moors & Cabot held 61,102 shares of Southern Company worth $5.85M as of Q2 2026.
  • Moors & Cabot sold 1,197 Southern Company shares in Q2 2026, an estimated $113K.
  • Southern Company made up 0.23% of Moors & Cabot's portfolio in Q2 2026, its #89 holding.
  • Moors & Cabot first reported a position in Southern Company in Q1 2014 and has held it in 50 quarters since.
  • Moors & Cabot's Southern Company position peaked at $6.01M in Q1 2026.
  • 2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.