BlueCrest Capital Management’s Southern Company SO Stock Holding History

BlueCrest 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	–	Sell	-25,962	Closed	-$2.51M	–	338
2026 Q1	$2.51M	Buy	+25,962	New	+$2.4M	0.15%	124
2024 Q4	–	Sell	-6,109	Closed	-$551K	–	116
2024 Q3	$551K	Buy	+6,109	New	+$522K	0.03%	66
2022 Q1	–	Sell	-35,299	Closed	-$2.42M	–	341
2021 Q4	$2.42M	Buy	35,299 +4,096	+13%	+$261K	0.08%	183
2021 Q3	$1.93M	Buy	+31,203	New	+$2.01M	0.05%	218
2018 Q4	–	Sell	-5,558	Closed	-$242K	–	1368
2018 Q3	$242K	Sell	5,558 -2,378	-30%	-$110K	0.01%	1163
2018 Q2	$368K	Buy	+7,936	New	+$355K	0.01%	996

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

BlueCrest Capital Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 25,962 shares — an estimated $2.51M sold.

BlueCrest Capital Management first reported a position in SO in Q2 2018 and held it in 6 quarters. The position peaked at $2.51M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

BlueCrest Capital Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
BlueCrest Capital Management sold 25,962 Southern Company shares in Q2 2026, an estimated $2.51M.
BlueCrest Capital Management first reported a position in Southern Company in Q2 2018 and held it in 6 quarters.
BlueCrest Capital Management's Southern Company position peaked at $2.51M in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BlueCrest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.