Brevan Howard Capital Management’s Southern Company SO Stock Holding History

Brevan Howard 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	-13,020	Closed	-$1.26M	–	2550
2026 Q1	$1.26M	Sell	13,020 -3,174	-20%	-$294K	0.01%	788
2025 Q4	$1.41M	Sell	16,194 -71,788	-82%	-$6.55M	0.02%	615
2025 Q3	$8.34M	Buy	87,982 +62,972	+252%	+$5.88M	0.04%	139
2025 Q2	$2.3M	Buy	+25,010	New	+$2.25M	0.01%	678
2024 Q2	–	Sell	-6,278	Closed	-$450K	–	1377
2024 Q1	$450K	Buy	6,278 +3,026	+93%	+$209K	﹤0.01%	496
2023 Q4	$228K	Buy	+3,252	New	+$223K	﹤0.01%	833

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

Brevan Howard Capital Management's SO Position: Q2 2026 in Review

Brevan Howard Capital Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 13,020 shares — an estimated $1.26M sold.

Brevan Howard Capital Management first reported a position in SO in Q4 2023 and held it in 6 quarters. The position peaked at $8.34M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Brevan Howard Capital Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Brevan Howard Capital Management sold 13,020 Southern Company shares in Q2 2026, an estimated $1.26M.
Brevan Howard Capital Management first reported a position in Southern Company in Q4 2023 and held it in 6 quarters.
Brevan Howard Capital Management's Southern Company position peaked at $8.34M in Q3 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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