Campbell & Co Investment Adviser’s Southern Company SO Stock Holding History

Campbell & Co Investment Adviser’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	-49,581	Closed	-$4.79M	–	1339
2026 Q1	$4.79M	Buy	49,581 +41,535	+516%	+$3.84M	0.27%	76
2025 Q4	$702K	Buy	+8,046	New	+$735K	0.03%	706
2025 Q1	–	Sell	-31,582	Closed	-$2.6M	–	1323
2024 Q4	$2.6M	Buy	+31,582	New	+$2.77M	0.2%	126
2021 Q3	–	Sell	-17,450	Closed	-$1.06M	–	755
2021 Q2	$1.06M	Buy	+17,450	New	+$1.12M	0.44%	36
2019 Q4	–	Sell	-5,567	Closed	-$344K	–	831
2019 Q3	$344K	Buy	+5,567	New	+$323K	0.13%	323
2019 Q1	–	Sell	-7,066	Closed	-$344K	–	603
2018 Q4	$344K	Buy	+7,066	New	+$321K	0.34%	108
2015 Q2	–	Sell	-36,163	Closed	-$1.6M	–	235
2015 Q1	$1.6M	Buy	36,163 +10,322	+40%	+$490K	1.01%	26
2014 Q4	$1.27M	Buy	+25,841	New	+$1.22M	0.78%	34

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

Campbell & Co Investment Adviser's SO Position: Q2 2026 in Review

Campbell & Co Investment Adviser sold out of Southern Company (SO) in Q2 2026, closing a stake of 49,581 shares — an estimated $4.79M sold.

Campbell & Co Investment Adviser first reported a position in SO in Q4 2014 and held it in 8 quarters. The position peaked at $4.79M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Campbell & Co Investment Adviser reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Campbell & Co Investment Adviser sold 49,581 Southern Company shares in Q2 2026, an estimated $4.79M.
Campbell & Co Investment Adviser first reported a position in Southern Company in Q4 2014 and held it in 8 quarters.
Campbell & Co Investment Adviser's Southern Company position peaked at $4.79M in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.