AC
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AXQ Capital’s Southern Company SO Stock Holding History

AXQ Capital’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 		$962K Sell
9,966
-4,388
-31% -$406K 0.12% 248
2025
Q4 		$1.25M Buy
14,354
+380
+3% +$34.7K 0.28% 101
2025
Q3 		$1.32M Buy
+13,974
New +$1.3M 0.51% 27
2025
Q2 		– Sell
-9,192
Closed -$845K – 765
2025
Q1 		$845K Buy
+9,192
New +$796K 0.34% 81

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AXQ Capital's SO Position: Q1 2026 in Review

AXQ Capital reduced its Southern Company (SO) stake by 31% in Q1 2026, selling an estimated $406K and leaving 9,966 shares worth $962K. The position accounts for 0.12% of the portfolio, ranked #248.

AXQ Capital first reported a position in SO in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.32M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • AXQ Capital held 9,966 shares of Southern Company worth $962K as of Q1 2026.
  • AXQ Capital sold 4,388 Southern Company shares in Q1 2026, an estimated $406K.
  • Southern Company made up 0.12% of AXQ Capital's portfolio in Q1 2026, its #248 holding.
  • AXQ Capital first reported a position in Southern Company in Q1 2025 and has held it in 4 quarters since.
  • AXQ Capital's Southern Company position peaked at $1.32M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.