Zevin Asset Management’s Southern Company SO Stock Holding History

Zevin Asset Management’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	$256K	Hold	2,650	–	–	0.04%	86
2025 Q4	$231K	Hold	2,650	–	–	0.03%	92
2025 Q3	$251K	Hold	2,650	–	–	0.04%	88
2025 Q2	$243K	Sell	2,650 -500	-16%	-$44.9K	0.04%	78
2025 Q1	$290K	Hold	3,150	–	–	0.05%	68
2024 Q4	$259K	Buy	3,150 +500	+19%	+$43.9K	0.04%	74
2024 Q3	$239K	Hold	2,650	–	–	0.04%	73
2024 Q2	$206K	Buy	+2,650	New	+$201K	0.03%	74
2022 Q3	–	Sell	-2,983	Closed	-$213K	–	83
2022 Q2	$213K	Buy	+2,983	New	+$219K	0.05%	75
2019 Q4	–	Sell	-5,300	Closed	-$327K	–	92
2019 Q3	$327K	Hold	5,300	–	–	0.11%	72
2019 Q2	$293K	Hold	5,300	–	–	0.09%	81
2019 Q1	$274K	Hold	5,300	–	–	0.09%	81
2018 Q4	$233K	Hold	5,300	–	–	0.08%	81
2018 Q3	$231K	Hold	5,300	–	–	0.07%	89
2018 Q2	$245K	Buy	+5,300	New	+$237K	0.07%	89

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

Zevin Asset Management's SO Position: Q1 2026 in Review

Zevin Asset Management held its Southern Company (SO) position steady in Q1 2026 at 2,650 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #86.

Zevin Asset Management first reported a position in SO in Q2 2018 and has held it in 15 quarters since. The position peaked at $327K in Q3 2019. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Zevin Asset Management held 2,650 shares of Southern Company worth $256K as of Q1 2026.
Zevin Asset Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.04% of Zevin Asset Management's portfolio in Q1 2026, its #86 holding.
Zevin Asset Management first reported a position in Southern Company in Q2 2018 and has held it in 15 quarters since.
Zevin Asset Management's Southern Company position peaked at $327K in Q3 2019.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.