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Bienville Capital Management’s Southern Company SO Stock Holding History

Bienville 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
Q2 		$537K Sell
5,607
-707
-11% -$66.6K 0.07% 72
2026
Q1 		$609K Buy
6,314
+789
+14% +$73K 0.11% 55
2025
Q4 		$482K Buy
5,525
+43
+0.8% +$3.93K 0.08% 57
2025
Q3 		$520K Buy
5,482
+40
+0.7% +$3.73K 0.1% 55
2025
Q2 		$500K Buy
5,442
+42
+0.8% +$3.77K 0.1% 51
2025
Q1 		$497K Hold
5,400
– – 0.12% 51
2024
Q4 		$445K Hold
5,400
– – 0.11% 63
2024
Q3 		$487K Hold
5,400
– – 0.13% 59
2024
Q2 		$419K Hold
5,400
– – 0.1% 62
2024
Q1 		$387K Hold
5,400
– – 0.12% 65
2023
Q4 		$379K Hold
5,400
– – 0.1% 69
2023
Q3 		$349K Hold
5,400
– – 0.1% 72
2023
Q2 		$379K Hold
5,400
– – 0.13% 66
2023
Q1 		$376K Hold
5,400
– – 0.14% 70
2022
Q4 		$386K Hold
5,400
– – 0.12% 66
2022
Q3 		$367K Hold
5,400
– – 0.14% 74
2022
Q2 		$385K Sell
5,400
-350
-6% -$25.7K 0.18% 91
2022
Q1 		$417K Hold
5,750
– – 0.2% 98
2021
Q4 		$394K Hold
5,750
– – 0.29% 67
2021
Q3 		$356K Hold
5,750
– – 0.2% 73
2021
Q2 		$348K Hold
5,750
– – 0.03% 108
2021
Q1 		$357K Buy
5,750
+350
+6% +$21K 0.05% 107
2020
Q4 		$332K Hold
5,400
– – 0.03% 93
2020
Q3 		$293K Hold
5,400
– – 0.03% 95
2020
Q2 		$280K Sell
5,400
-730
-12% -$40.6K 0.03% 105
2020
Q1 		$332K Buy
6,130
+730
+14% +$46.2K 0.07% 67
2019
Q4 		$344K Hold
5,400
– – 0.09% 55
2019
Q3 		$334K Sell
5,400
-2,198
-29% -$127K 0.04% 56
2019
Q2 		$420K Buy
7,598
+14
+0.2% +$750 0.05% 97
2019
Q1 		$392K Buy
7,584
+15
+0.2% +$735 0.04% 95
2018
Q4 		$332K Buy
7,569
+514
+7% +$23.4K 0.06% 101
2018
Q3 		$308K Buy
7,055
+16
+0.2% +$737 0.02% 85
2018
Q2 		$326K Buy
7,039
+415
+6% +$18.6K 0.03% 91
2018
Q1 		$296K Sell
6,624
-3,985
-38% -$177K 0.05% 100
2017
Q4 		$510K Sell
10,609
-78
-0.7% -$3.97K 0.09% 98
2017
Q3 		$525K Buy
10,687
+103
+1% +$4.99K 0.09% 75
2017
Q2 		$507K Buy
10,584
+12
+0.1% +$602 0.14% 73
2017
Q1 		$526K Buy
10,572
+12
+0.1% +$593 0.12% 67
2016
Q4 		$519K Buy
10,560
+13
+0.1% +$639 0.11% 61
2016
Q3 		$541K Buy
10,547
+11
+0.1% +$579 0.14% 52
2016
Q2 		$565K Buy
10,536
+4,012
+61% +$202K 0.15% 42
2016
Q1 		$338K Buy
6,524
+11
+0.2% +$536 0.11% 40
2015
Q4 		$305K Buy
6,513
+12
+0.2% +$544 0.11% 45
2015
Q3 		$291K Buy
6,501
+13
+0.2% +$570 0.12% 52
2015
Q2 		$272K Buy
6,488
+12
+0.2% +$523 0.11% 62
2015
Q1 		$287K Buy
6,476
+12
+0.2% +$570 0.17% 35
2014
Q4 		$317K Buy
+6,464
New +$305K 0.26% 57

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

Bienville Capital Management's SO Position: Q2 2026 in Review

Bienville Capital Management reduced its Southern Company (SO) stake by 11% in Q2 2026, selling an estimated $66.6K and leaving 5,607 shares worth $537K. The position accounts for 0.07% of the portfolio, ranked #72.

Bienville Capital Management first reported a position in SO in Q4 2014 and has held it in 47 quarters since. The position peaked at $609K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bienville Capital Management held 5,607 shares of Southern Company worth $537K as of Q2 2026.
  • Bienville Capital Management sold 707 Southern Company shares in Q2 2026, an estimated $66.6K.
  • Southern Company made up 0.07% of Bienville Capital Management's portfolio in Q2 2026, its #72 holding.
  • Bienville Capital Management first reported a position in Southern Company in Q4 2014 and has held it in 47 quarters since.
  • Bienville Capital Management's Southern Company position peaked at $609K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bienville Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.