Belvedere Trading’s Southern Company SO Stock Holding History

Belvedere Trading’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	-22,720,000	Closed	-$1.61B	–	969
2025 Q4	$1.61B	Buy	+22,720,000	New	+$2.07B	1.73%	11

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

Belvedere Trading's SO Position: Q1 2026 in Review

Belvedere Trading sold out of Southern Company (SO) in Q1 2026, closing a stake of 117 shares — an estimated $10.2K sold.

Belvedere Trading first reported a position in SO in Q4 2014 and held it in 2 quarters. The position peaked at $996K in Q4 2014. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Belvedere Trading reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Belvedere Trading sold 117 Southern Company shares in Q1 2026, an estimated $10.2K.
Belvedere Trading first reported a position in Southern Company in Q4 2014 and held it in 2 quarters.
Belvedere Trading's Southern Company position peaked at $996K in Q4 2014.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.