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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
Q2 		$95.1K Sell
994
-10
-1% -$941 0.04% 311
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Caldwell Sutter Capital's SO Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Southern Company (SO) stake by 1% in Q2 2026, selling an estimated $941 and leaving 994 shares worth $95.1K. The position accounts for 0.04% of the portfolio, ranked #311.

Caldwell Sutter Capital first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $101K in Q3 2024. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Caldwell Sutter Capital held 994 shares of Southern Company worth $95.1K as of Q2 2026.
  • Caldwell Sutter Capital sold 10 Southern Company shares in Q2 2026, an estimated $941.
  • Southern Company made up 0.04% of Caldwell Sutter Capital's portfolio in Q2 2026, its #311 holding.
  • Caldwell Sutter Capital first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Southern Company position peaked at $101K in Q3 2024.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.