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Blue Fin Capital’s Southern Company SO Stock Holding History

Blue Fin 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 		$1.27M Sell
13,150
-23
-0.2% -$2.13K 0.21% 69
2025
Q4 		$1.15M Sell
13,173
-396
-3% -$36.2K 0.18% 74
2025
Q3 		$1.29M Sell
13,569
-19
-0.1% -$1.77K 0.2% 69
2025
Q2 		$1.25M Buy
13,588
+2,005
+17% +$180K 0.21% 69
2025
Q1 		$1.07M Sell
11,583
-102
-0.9% -$8.83K 0.21% 76
2024
Q4 		$962K Buy
11,685
+180
+2% +$15.8K 0.18% 76
2024
Q3 		$1.04M Sell
11,505
-143
-1% -$12.2K 0.2% 75
2024
Q2 		$904K Buy
11,648
+6
+0.1% +$455 0.18% 78
2024
Q1 		$835K Sell
11,642
-338
-3% -$23.3K 0.19% 79
2023
Q4 		$840K Sell
11,980
-149
-1% -$10.2K 0.22% 77
2023
Q3 		$785K Sell
12,129
-356
-3% -$24.7K 0.23% 78
2023
Q2 		$877K Buy
12,485
+7
+0.1% +$502 0.25% 75
2023
Q1 		$926K Sell
12,478
-304
-2% -$20.5K 0.3% 67
2022
Q4 		$913K Sell
12,782
-151
-1% -$10.1K 0.33% 64
2022
Q3 		$879K Sell
12,933
-49
-0.4% -$3.71K 0.33% 63
2022
Q2 		$925K Sell
12,982
-420
-3% -$30.8K 0.33% 66
2022
Q1 		$971K Sell
13,402
-8
-0.1% -$542 0.28% 67
2021
Q4 		$919K Sell
13,410
-403
-3% -$25.7K 0.25% 72
2021
Q3 		$856K Sell
13,813
-684
-5% -$44K 0.26% 71
2021
Q2 		$877K Sell
14,497
-506
-3% -$32.4K 0.27% 70
2021
Q1 		$932K Sell
15,003
-417
-3% -$25K 0.32% 68
2020
Q4 		$947K Sell
15,420
-290
-2% -$17.4K 0.34% 67
2020
Q3 		$851K Sell
15,710
-575
-4% -$30.7K 0.34% 68
2020
Q2 		$844K Buy
16,285
+219
+1% +$12.2K 0.37% 68
2020
Q1 		$869K Buy
16,066
+742
+5% +$47K 0.48% 60
2019
Q4 		$975K Buy
15,324
+2
+0% +$124 0.46% 68
2019
Q3 		$946K Sell
15,322
-365
-2% -$21.2K 0.5% 64
2019
Q2 		$867K Buy
15,687
+162
+1% +$8.67K 0.45% 70
2019
Q1 		$802K Sell
15,525
-546
-3% -$26.8K 0.42% 69
2018
Q4 		$705K Sell
16,071
-1,722
-10% -$78.3K 0.42% 67
2018
Q3 		$776K Sell
17,793
-692
-4% -$31.9K 0.38% 67
2018
Q2 		$856K Sell
18,485
-35
-0.2% -$1.57K 0.46% 65
2018
Q1 		$827K Sell
18,520
-505
-3% -$22.4K 0.47% 61
2017
Q4 		$915K Sell
19,025
-470
-2% -$23.9K 0.53% 59
2017
Q3 		$957K Sell
19,495
-135
-0.7% -$6.54K 0.59% 55
2017
Q2 		$939K Sell
19,630
-535
-3% -$26.8K 0.6% 52
2017
Q1 		$1M Sell
20,165
-550
-3% -$27.2K 0.62% 52
2016
Q4 		$1.02M Buy
20,715
+2,415
+13% +$119K 0.67% 51
2016
Q3 		$939K Hold
18,300
– – 0.76% 43
2016
Q2 		$981K Buy
18,300
+350
+2% +$17.6K 0.81% 42
2016
Q1 		$929K Sell
17,950
-1,530
-8% -$74.5K 0.79% 43
2015
Q4 		$911K Sell
19,480
-750
-4% -$34K 0.7% 51
2015
Q3 		$904K Buy
20,230
+465
+2% +$20.4K 0.7% 47
2015
Q2 		$828K Sell
19,765
-4,290
-18% -$187K 0.6% 53
2015
Q1 		$1.06M Buy
24,055
+300
+1% +$14.3K 0.77% 43
2014
Q4 		$1.17M Buy
23,755
+630
+3% +$29.8K 0.88% 34
2014
Q3 		$1.01M Buy
23,125
+1,270
+6% +$55.8K 0.8% 39
2014
Q2 		$992K Buy
21,855
+160
+0.7% +$7.07K 0.8% 41
2014
Q1 		$953K Sell
21,695
-930
-4% -$39K 0.84% 38
2013
Q4 		$930K Buy
+22,625
New +$934K 0.83% 39

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

Blue Fin Capital's SO Position: Q1 2026 in Review

Blue Fin Capital reduced its Southern Company (SO) stake by 0.17% in Q1 2026, selling an estimated $2.13K and leaving 13,150 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #69.

Blue Fin Capital first reported a position in SO in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.29M in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Blue Fin Capital held 13,150 shares of Southern Company worth $1.27M as of Q1 2026.
  • Blue Fin Capital sold 23 Southern Company shares in Q1 2026, an estimated $2.13K.
  • Southern Company made up 0.21% of Blue Fin Capital's portfolio in Q1 2026, its #69 holding.
  • Blue Fin Capital first reported a position in Southern Company in Q4 2013 and has held it in 50 quarters since.
  • Blue Fin Capital's Southern Company position peaked at $1.29M in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.