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Cape Investment Advisory’s Southern Company SO Stock Holding History

Cape Investment Advisory’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 		$2.44M Buy
25,514
+37
+0.1% +$3.48K 0.65% 30
2026
Q1 		$2.46M Buy
25,477
+1,428
+6% +$132K 0.82% 26
2025
Q4 		$2.1M Buy
24,049
+21,684
+917% +$1.98M 0.65% 30
2025
Q3 		$224K Sell
2,365
-21,680
-90% -$2.02M 0.22% 106
2025
Q2 		$2.21M Buy
24,045
+575
+2% +$51.6K 0.81% 24
2025
Q1 		$2.16M Buy
23,470
+513
+2% +$44.4K 0.86% 23
2024
Q4 		$1.89M Buy
22,957
+1,212
+6% +$106K 0.74% 28
2024
Q3 		$1.96M Buy
21,745
+375
+2% +$32K 0.79% 27
2024
Q2 		$1.66M Buy
21,370
+5,820
+37% +$441K 0.74% 31
2024
Q1 		$1.12M Buy
15,550
+1,493
+11% +$103K 0.52% 40
2023
Q4 		$986K Sell
14,057
-545
-4% -$37.4K 0.48% 42
2023
Q3 		$945K Buy
14,602
+4,375
+43% +$304K 0.54% 42
2023
Q2 		$718K Buy
10,227
+695
+7% +$49.8K 0.4% 53
2023
Q1 		$663K Buy
+9,532
New +$642K 0.4% 52

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

Cape Investment Advisory's SO Position: Q2 2026 in Review

Cape Investment Advisory increased its Southern Company (SO) stake by 0.15% in Q2 2026, buying an estimated $3.48K and bringing the position to 25,514 shares worth $2.44M. The position accounts for 0.65% of the portfolio, ranked #30.

Cape Investment Advisory first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.46M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cape Investment Advisory held 25,514 shares of Southern Company worth $2.44M as of Q2 2026.
  • Cape Investment Advisory bought 37 Southern Company shares in Q2 2026, an estimated $3.48K.
  • Southern Company made up 0.65% of Cape Investment Advisory's portfolio in Q2 2026, its #30 holding.
  • Cape Investment Advisory first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Southern Company position peaked at $2.46M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.