BluePath Capital Management’s Southern Company SO Stock Holding History

BluePath 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	$690K	Sell	7,206 -12	-0.2%	-$1.13K	0.38%	84
2026 Q1	$697K	Sell	7,218 -27	-0.4%	-$2.5K	0.48%	78
2025 Q4	$632K	Hold	7,245	–	–	0.43%	76
2025 Q3	$687K	Buy	7,245 +39	+0.5%	+$3.64K	0.5%	71
2025 Q2	$662K	Sell	7,206 -398	-5%	-$35.7K	0.58%	60
2025 Q1	$699K	Sell	7,604 -4,699	-38%	-$407K	0.73%	46
2024 Q4	$1.01M	Buy	12,303 +142	+1%	+$12.5K	0.54%	48
2024 Q3	$1.1M	Buy	12,161 +36	+0.3%	+$3.08K	0.68%	27
2024 Q2	$941K	Buy	12,125 +4,073	+51%	+$309K	0.66%	28
2024 Q1	$578K	Buy	8,052 +51	+0.6%	+$3.52K	0.44%	52
2023 Q4	$575K	Sell	8,001 -1,774	-18%	-$122K	0.49%	48
2023 Q3	$633K	Buy	+9,775	New	+$678K	0.58%	26

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BluePath Capital Management reduced its Southern Company (SO) stake by 0.17% in Q2 2026, selling an estimated $1.13K and leaving 7,206 shares worth $690K. The position accounts for 0.38% of the portfolio, ranked #84.

BluePath Capital Management first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q3 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

BluePath Capital Management held 7,206 shares of Southern Company worth $690K as of Q2 2026.
BluePath Capital Management sold 12 Southern Company shares in Q2 2026, an estimated $1.13K.
Southern Company made up 0.38% of BluePath Capital Management's portfolio in Q2 2026, its #84 holding.
BluePath Capital Management first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
BluePath Capital Management's Southern Company position peaked at $1.1M in Q3 2024.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.