CSC
SO icon

Caldwell Sutter Capital’s Southern Company SO Stock Holding History

Caldwell Sutter Capital’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
Q1 		$96.9K Buy
1,004
+10
+1% +$925 0.04% 300
2025
Q4 		$86.7K Buy
994
+25
+3% +$2.28K 0.04% 297
2025
Q3 		$91.8K Sell
969
-100
-9% -$9.34K 0.04% 293
2025
Q2 		$98.2K Hold
1,069
– – 0.05% 283
2025
Q1 		$98.3K Sell
1,069
-35
-3% -$3.03K 0.05% 279
2024
Q4 		$90.9K Sell
1,104
-19
-2% -$1.67K 0.04% 282
2024
Q3 		$101K Buy
1,123
+1
+0.1% +$85 0.05% 281
2024
Q2 		$87K Sell
1,122
-142
-11% -$10.8K 0.04% 287
2024
Q1 		$90.7K Buy
1,264
+50
+4% +$3.45K 0.04% 284
2023
Q4 		$85.1K Buy
1,214
+30
+3% +$2.06K 0.04% 287
2023
Q3 		$76.6K Buy
1,184
+70
+6% +$4.86K 0.04% 286
2023
Q2 		$78.3K Buy
1,114
+460
+70% +$33K 0.04% 280
2023
Q1 		$45.5K Buy
+654
New +$44K 0.03% 249

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caldwell Sutter Capital's SO Position: Q1 2026 in Review

Caldwell Sutter Capital increased its Southern Company (SO) stake by 1% in Q1 2026, buying an estimated $925 and bringing the position to 1,004 shares worth $96.9K. The position accounts for 0.04% of the portfolio, ranked #300.

Caldwell Sutter Capital first reported a position in SO in Q1 2023 and has held it in 13 quarters since. The position peaked at $101K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Caldwell Sutter Capital held 1,004 shares of Southern Company worth $96.9K as of Q1 2026.
  • Caldwell Sutter Capital bought 10 Southern Company shares in Q1 2026, an estimated $925.
  • Southern Company made up 0.04% of Caldwell Sutter Capital's portfolio in Q1 2026, its #300 holding.
  • Caldwell Sutter Capital first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's Southern Company position peaked at $101K in Q3 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.