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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
Q2 		$488K Sell
5,095
-4,871
-49% -$459K 0.05% 495
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AXQ Capital's SO Position: Q2 2026 in Review

AXQ Capital reduced its Southern Company (SO) stake by 49% in Q2 2026, selling an estimated $459K and leaving 5,095 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #495.

AXQ Capital first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q3 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • AXQ Capital held 5,095 shares of Southern Company worth $488K as of Q2 2026.
  • AXQ Capital sold 4,871 Southern Company shares in Q2 2026, an estimated $459K.
  • Southern Company made up 0.05% of AXQ Capital's portfolio in Q2 2026, its #495 holding.
  • AXQ Capital first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • AXQ Capital's Southern Company position peaked at $1.32M in Q3 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.