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Alessandra Capital Management’s Southern Company SO Stock Holding History

Alessandra 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 		$477K Sell
4,980
-500
-9% -$47.1K 0.34% 73
2026
Q1 		$529K Sell
5,480
-2,740
-33% -$253K 0.45% 63
2025
Q4 		$717K Buy
+8,220
New +$750K 0.64% 40

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Alessandra Capital Management reduced its Southern Company (SO) stake by 9.1% in Q2 2026, selling an estimated $47.1K and leaving 4,980 shares worth $477K. The position accounts for 0.34% of the portfolio, ranked #73.

Alessandra Capital Management first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $717K in Q4 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Alessandra Capital Management held 4,980 shares of Southern Company worth $477K as of Q2 2026.
  • Alessandra Capital Management sold 500 Southern Company shares in Q2 2026, an estimated $47.1K.
  • Southern Company made up 0.34% of Alessandra Capital Management's portfolio in Q2 2026, its #73 holding.
  • Alessandra Capital Management first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Alessandra Capital Management's Southern Company position peaked at $717K in Q4 2025.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Alessandra Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.