Aquatic Capital Management’s Southern Company SO Stock Holding History

Aquatic 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	$1.67M	Buy	+17,330	New	+$1.6M	0.05%	425
2025 Q4	–	Sell	-147,459	Closed	-$14M	–	1748
2025 Q3	$14M	Buy	+147,459	New	+$13.8M	0.26%	91
2025 Q2	–	Sell	-43,051	Closed	-$3.96M	–	1514
2025 Q1	$3.96M	Buy	43,051 +20,860	+94%	+$1.81M	0.1%	262
2024 Q4	$1.83M	Buy	+22,191	New	+$1.95M	0.05%	396
2022 Q4	–	Sell	-64,500	Closed	-$4.39M	–	1793
2022 Q3	$4.39M	Buy	+64,500	New	+$4.89M	0.43%	50

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

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

Aquatic Capital Management opened a new position in Southern Company (SO) in Q1 2026: 17,330 shares worth $1.67M. The stake represents 0.05% of the portfolio and ranks #425 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in SO as recently as Q3 2025.

Aquatic Capital Management first reported a position in SO in Q3 2022 and has held it in 5 quarters since. The position peaked at $14M in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Aquatic Capital Management held 17,330 shares of Southern Company worth $1.67M as of Q1 2026.
Southern Company was a new Aquatic Capital Management position in Q1 2026.
Southern Company made up 0.05% of Aquatic Capital Management's portfolio in Q1 2026, its #425 holding.
Aquatic Capital Management first reported a position in Southern Company in Q3 2022 and has held it in 5 quarters since.
Aquatic Capital Management's Southern Company position peaked at $14M in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.