Caitong International Asset Management’s Southern Company SO Stock Holding History

Caitong International Asset 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	$990K	Buy	10,346 +10,342	+258,550%	+$974K	0.14%	128
2026 Q1	$386	Sell	4 -349	-99%	-$32.3K	﹤0.01%	1735
2025 Q4	$30.8K	Sell	353 -1,409	-80%	-$129K	0.01%	878
2025 Q3	$167K	Buy	+1,762	New	+$164K	0.12%	93
2025 Q1	–	Sell	-1,933	Closed	-$159K	–	2502
2024 Q4	$159K	Buy	+1,933	New	+$170K	0.16%	128

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

Caitong International Asset Management's SO Position: Q2 2026 in Review

Caitong International Asset Management increased its Southern Company (SO) stake by 258,550% in Q2 2026, buying an estimated $974K and bringing the position to 10,346 shares worth $990K. The position accounts for 0.14% of the portfolio, ranked #128.

Caitong International Asset Management first reported a position in SO in Q4 2024 and has held it in 5 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Caitong International Asset Management held 10,346 shares of Southern Company worth $990K as of Q2 2026.
Caitong International Asset Management bought 10,342 Southern Company shares in Q2 2026, an estimated $974K.
Southern Company made up 0.14% of Caitong International Asset Management's portfolio in Q2 2026, its #128 holding.
Caitong International Asset Management first reported a position in Southern Company in Q4 2024 and has held it in 5 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.