Anfield Capital Management’s Southern Company SO Stock Holding History

Anfield 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 Q1	$11K	Sell	114 -544	-83%	-$50.3K	﹤0.01%	423
2025 Q4	$57.4K	Buy	658 +219	+50%	+$20K	0.02%	162
2025 Q3	$41.6K	Buy	439 +9	+2%	+$840	0.01%	203
2025 Q2	$39.5K	Buy	430 +325	+310%	+$29.2K	0.01%	186
2025 Q1	$9.65K	Hold	105	–	–	﹤0.01%	242
2024 Q4	$8.64K	Hold	105	–	–	﹤0.01%	253
2024 Q3	$9.47K	Hold	105	–	–	﹤0.01%	239
2024 Q2	$8.14K	Buy	+105	New	+$7.96K	﹤0.01%	206
2020 Q3	–	Sell	-9,082	Closed	-$496K	–	95
2020 Q2	$496K	Buy	9,082 +183	+2%	+$10.2K	0.2%	69
2020 Q1	$482K	Sell	8,899 -558	-6%	-$35.4K	0.28%	67
2019 Q4	$653K	Buy	+9,457	New	+$586K	0.26%	61

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

Anfield Capital Management's SO Position: Q1 2026 in Review

Anfield Capital Management reduced its Southern Company (SO) stake by 83% in Q1 2026, selling an estimated $50.3K and leaving 114 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Anfield Capital Management first reported a position in SO in Q4 2019 and has held it in 11 quarters since. The position peaked at $653K in Q4 2019. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Anfield Capital Management held 114 shares of Southern Company worth $11K as of Q1 2026.
Anfield Capital Management sold 544 Southern Company shares in Q1 2026, an estimated $50.3K.
Southern Company made up ﹤0.01% of Anfield Capital Management's portfolio in Q1 2026, its #423 holding.
Anfield Capital Management first reported a position in Southern Company in Q4 2019 and has held it in 11 quarters since.
Anfield Capital Management's Southern Company position peaked at $653K in Q4 2019.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.