BluePath Capital Management
SO icon

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
Q3 		$426K Sell
5,138
-2,068
-29% -$188K 0.22% 107
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BluePath Capital Management's SO Position: Q3 2026 in Review

BluePath Capital Management reduced its Southern Company (SO) stake by 29% in Q3 2026, selling an estimated $188K and leaving 5,138 shares worth $426K. The position accounts for 0.22% of the portfolio, ranked #107.

BluePath Capital Management first reported a position in SO in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q3 2024. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • BluePath Capital Management held 5,138 shares of Southern Company worth $426K as of Q3 2026.
  • BluePath Capital Management sold 2,068 Southern Company shares in Q3 2026, an estimated $188K.
  • Southern Company made up 0.22% of BluePath Capital Management's portfolio in Q3 2026, its #107 holding.
  • BluePath Capital Management first reported a position in Southern Company in Q3 2023 and has held it in 13 quarters since.
  • BluePath Capital Management's Southern Company position peaked at $1.1M in Q3 2024.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.