7WCP
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71 West Capital Partners’s Southern Company SO Stock Holding History

71 West Capital Partners’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
Q2 		$758K Buy
7,924
+2,224
+39% +$209K 0.03% 164
2026
Q1 		$550K Buy
5,700
+1,440
+34% +$133K 0.02% 154
2025
Q4 		$371K Buy
+4,260
New +$389K 0.02% 172

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 $3.38T AUM 44.17% 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

71 West Capital Partners's SO Position: Q2 2026 in Review

71 West Capital Partners increased its Southern Company (SO) stake by 39% in Q2 2026, buying an estimated $209K and bringing the position to 7,924 shares worth $758K. The position accounts for 0.03% of the portfolio, ranked #164.

71 West Capital Partners first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • 71 West Capital Partners held 7,924 shares of Southern Company worth $758K as of Q2 2026.
  • 71 West Capital Partners bought 2,224 Southern Company shares in Q2 2026, an estimated $209K.
  • Southern Company made up 0.03% of 71 West Capital Partners's portfolio in Q2 2026, its #164 holding.
  • 71 West Capital Partners first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.