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BOLTON SECURITIES CORPORATION’s Southern Company SO Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025
Q3 		$1.8M Buy
+18,990
New +$1.77M 0.09% 259
2025
Q1 		$1.62M Buy
+17,586
New +$1.52M 0.1% 234

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SO Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Southern Company (SO) in Q3 2025: 18,990 shares worth $1.8M. The stake represents 0.09% of the portfolio and ranks #259 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SO as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in SO in Q1 2025 and has held it in 2 quarters since. 2,226 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 18,990 shares of Southern Company worth $1.8M as of Q3 2025.
  • Southern Company was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • Southern Company made up 0.09% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #259 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Southern Company in Q1 2025 and has held it in 2 quarters since.
  • 2,226 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.