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Bayforest Capital’s Southern Company SO Stock Holding History

Bayforest 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 		– Sell
-4,572
Closed -$399K – 1070
2025
Q4 		$399K Sell
4,572
-1,177
-20% -$107K 0.3% 68
2025
Q3 		$545K Buy
+5,749
New +$537K 0.26% 119
2025
Q2 		– Sell
-4,078
Closed -$375K – 898
2025
Q1 		$375K Buy
4,078
+3,047
+296% +$264K 0.16% 240
2024
Q4 		$84.9K Buy
+1,031
New +$90.5K 0.11% 355

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Bayforest Capital's SO Position: Q1 2026 in Review

Bayforest Capital sold out of Southern Company (SO) in Q1 2026, closing a stake of 4,572 shares — an estimated $399K sold.

Bayforest Capital first reported a position in SO in Q4 2024 and held it in 4 quarters. The position peaked at $545K in Q3 2025. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Bayforest Capital reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Bayforest Capital sold 4,572 Southern Company shares in Q1 2026, an estimated $399K.
  • Bayforest Capital first reported a position in Southern Company in Q4 2024 and held it in 4 quarters.
  • Bayforest Capital's Southern Company position peaked at $545K in Q3 2025.
  • 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.