Alamar Capital Management’s Southern Company SO Stock Holding History

Alamar Capital 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 Q2	$220K	Hold	2,298	–	–	0.11%	81
2026 Q1	$222K	Hold	2,298	–	–	0.14%	81
2025 Q4	$200K	Hold	2,298	–	–	0.11%	86
2025 Q3	$218K	Hold	2,298	–	–	0.12%	71
2025 Q2	$211K	Hold	2,298	–	–	0.11%	69
2025 Q1	$211K	Buy	+2,298	New	+$199K	0.13%	67
2024 Q4	–	Sell	-2,298	Closed	-$207K	–	82
2024 Q3	$207K	Buy	+2,298	New	+$196K	0.11%	77

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Alamar Capital Management's SO Position: Q2 2026 in Review

Alamar Capital Management held its Southern Company (SO) position steady in Q2 2026 at 2,298 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #81.

Alamar Capital Management first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $222K in Q1 2026. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Alamar Capital Management held 2,298 shares of Southern Company worth $220K as of Q2 2026.
Alamar Capital Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.11% of Alamar Capital Management's portfolio in Q2 2026, its #81 holding.
Alamar Capital Management first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
Alamar Capital Management's Southern Company position peaked at $222K in Q1 2026.
2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Alamar Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.