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Basso Capital Management’s Southern Company SO Stock Holding History

Basso 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 		$35.7K Hold
370
– – 0.02% 111
2025
Q4 		$32.3K Buy
+370
New +$33.8K 0.02% 95

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

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

Basso Capital Management held its Southern Company (SO) position steady in Q1 2026 at 370 shares worth $35.7K. The position accounts for 0.02% of the portfolio, ranked #111.

Basso Capital Management first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Basso Capital Management held 370 shares of Southern Company worth $35.7K as of Q1 2026.
  • Basso Capital Management left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.02% of Basso Capital Management's portfolio in Q1 2026, its #111 holding.
  • Basso Capital Management first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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