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 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

Moors & Cabot's SO Position: Q1 2026 in Review

Moors & Cabot reduced its Southern Company (SO) stake by 6.5% in Q1 2026, selling an estimated $399K and leaving 62,299 shares worth $6.01M. The position accounts for 0.26% of the portfolio, ranked #83.

Moors & Cabot first reported a position in SO in Q1 2014 and has held it in 49 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Moors & Cabot held 62,299 shares of Southern Company worth $6.01M as of Q1 2026.
Moors & Cabot sold 4,310 Southern Company shares in Q1 2026, an estimated $399K.
Southern Company made up 0.26% of Moors & Cabot's portfolio in Q1 2026, its #83 holding.
Moors & Cabot first reported a position in Southern Company in Q1 2014 and has held it in 49 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.