Stocks
SO
BANK OF AMERICA CORP /DE/

BANK OF AMERICA CORP /DE/

Bank

CIK

70858

City

CHARLOTTE

State / Country

Stock

SO — Southern Co

Top Portfolio Positions

3,980 positions · $790,688,337,350 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	191,200,989	$33,345,452,479	4.22%
AAPL	Apple Inc. Technology	120,727,964	$30,639,549,981	3.88%
MSFT	Microsoft Corp Technology	70,765,459	$26,195,249,954	3.31%
SPY	Spdr S&P 500 ETF Trust	32,276,125	$20,990,455,130	2.65%
GOOGL	Alphabet Inc. Communication Services	68,768,715	$19,775,131,680	2.50%
JPM	Jpmorgan Chase & Co Financial Services	65,660,460	$19,314,680,910	2.44%
AVGO	Broadcom Inc. Technology	58,737,097	$18,179,718,888	2.30%
AMZN	Amazon Com Inc Consumer Cyclical	84,181,341	$17,532,447,886	2.22%
META	Meta Platforms, Inc. Communication Services	21,038,035	$12,036,490,960	1.52%
XOM	Exxon Mobil Corp Energy	68,483,813	$11,618,963,709	1.47%

Portfolio Trend

50 quarters · across all stocks

Holdings in SO

Compact Export CSV

Shares Held

Position Value (USD)

47 of 47 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$808,894,735	8,380,592	+4.9%	Shares	Defined	2026-05-18
2025-12-31	$696,586,907	7,988,382	-7.5%	Shares	Defined	2026-02-17
2025-09-30	$818,751,858	8,639,357	+2159739.2%	Shares	Defined	2026-02-03
2025-09-30	$37,908	400	-100.0%	Put	Defined	2026-02-03
2025-06-30	$768,554,742	8,369,321	+4184560.5%	Shares	Defined	2025-08-14
2025-03-31	$18,390	200	-100.0%	Call	Defined	2025-05-15
2025-03-31	$839,108,296	9,125,702	+26.8%	Shares	Defined	2025-05-15
2024-12-31	$592,525,774	7,197,835	+3598817.5%	Shares	Defined	2025-02-14
2024-12-31	$16,464	200	-100.0%	Call	Defined	2025-02-14
2024-06-30	$657,363,626	8,474,457	+34071.2%	Shares	Defined	2024-08-14
2023-12-31	$1,738,976	24,800	-22.5%	Call	Defined	2024-02-14
2023-12-31	$2,243,840	32,000	-99.6%	Put	Defined	2024-02-14
2023-12-31	$517,791,950	7,384,369	+277.8%	Shares	Defined	2024-02-14
2023-09-30	$126,507,860	1,954,695	+3695.5%	Shares	Defined	2023-11-14
2023-09-30	$3,333,080	51,500	+134.1%	Call	Defined	2023-11-14
2023-09-30	$1,423,840	22,000	-99.7%	Put	Defined	2023-11-14
2023-06-30	$483,379,640	6,880,849	+31176.6%	Shares	Defined	2023-08-14
2023-06-30	$1,545,500	22,000	+48.6%	Put	Defined	2023-08-14
2023-06-30	$1,039,700	14,800	+150.8%	Call	Defined	2023-08-14
2023-03-31	$410,522	5,900	-70.5%	Call	Defined	2023-05-12
2023-03-31	$1,391,600	20,000	-99.8%	Put	Defined	2023-05-12
2023-03-31	$612,049,890	8,796,348	+6008.6%	Shares	Defined	2023-05-12
2022-12-31	$10,283,040	144,000	+120.2%	Put	Defined	2023-02-10
2022-12-31	$4,670,214	65,400	-99.1%	Call	Defined	2023-02-10
2022-12-31	$535,952,113	7,505,281	+22922.3%	Shares	Defined	2023-02-10
2022-09-30	$2,216,800	32,600	-99.5%	Call	Defined	2022-11-14
2022-09-30	$474,276,540	6,974,655	+14134.0%	Shares	Defined	2022-11-14
2022-09-30	$3,332,000	49,000	+106.8%	Put	Defined	2022-11-14
2022-06-30	$1,690,047	23,700	-99.7%	Put	Defined	2022-08-12
2022-06-30	$524,666,244	7,357,541	+30944.5%	Shares	Defined	2022-08-12
2022-03-31	$1,718,487	23,700	-99.7%	Put	Defined	2022-05-16
2022-03-31	$512,224,195	7,064,187	+6514.4%	Shares	Defined	2022-05-16
2021-12-31	$7,324,344	106,800	+3.5%	Put	Defined	2022-02-08
2021-12-31	$7,077,456	103,200	-98.7%	Call	Defined	2022-02-08
2021-12-31	$531,103,609	7,744,293	+7404.2%	Shares	Defined	2022-02-08
2021-09-30	$6,395,304	103,200	-3.4%	Call	Defined	2021-11-15
2021-09-30	$6,618,396	106,800	-97.9%	Put	Defined	2021-11-15
2021-09-30	$322,393,344	5,202,410	+4941.1%	Shares	Defined	2021-11-15
2021-06-30	$6,244,632	103,200	-3.4%	Call	Defined	2021-08-16
2021-06-30	$6,462,468	106,800	-98.8%	Put	Defined	2021-08-16
2021-06-30	$533,696,382	8,819,970	+8819870.0%	Shares	Defined	2021-08-16
2021-03-31	$6,216	100	-100.0%	Put	Defined	2021-05-14
2021-03-31	$529,059,422	8,511,252	+11.8%	Shares	Defined	2021-05-14
2020-12-31	$467,607,368	7,612,036	-0.9%	Shares	Defined	2021-02-10
2020-09-30	$416,350,388	7,678,908	+4.6%	Shares	Defined	2020-11-13
2020-06-30	$380,731,849	7,342,948	+7.8%	Shares	Defined	2020-08-14
2020-03-31	$368,672,826	6,809,620	—	Shares	Defined	2020-05-15
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