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Capital Analysts LLC’s Southern Company SO Stock Holding History

Capital Analysts LLC’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 		$344K Buy
3,591
+690
+24% +$65K 0.01% 577
2026
Q1 		$280K Buy
2,901
+2,201
+314% +$204K 0.01% 574
2025
Q4 		$61K Buy
700
+143
+26% +$13.1K ﹤0.01% 879
2025
Q3 		$53K Buy
557
+1
+0.2% +$93 ﹤0.01% 867
2025
Q2 		$51K Hold
556
– – ﹤0.01% 805
2025
Q1 		$51K Sell
556
-444
-44% -$38.4K ﹤0.01% 786
2024
Q4 		$82K Buy
1,000
+476
+91% +$41.8K ﹤0.01% 654
2024
Q3 		$47K Hold
524
– – ﹤0.01% 744
2024
Q2 		$41K Buy
524
+24
+5% +$1.82K ﹤0.01% 748
2024
Q1 		$36K Hold
500
– – ﹤0.01% 732
2023
Q4 		$35K Sell
500
-43
-8% -$2.95K ﹤0.01% 726
2023
Q3 		$35K Sell
543
-32
-6% -$2.22K ﹤0.01% 684
2023
Q2 		$40K Sell
575
-286
-33% -$20.5K ﹤0.01% 626
2023
Q1 		$60K Buy
861
+286
+50% +$19.3K ﹤0.01% 560
2022
Q4 		$41K Sell
575
-182
-24% -$12.2K ﹤0.01% 655
2022
Q3 		$52K Buy
757
+30
+4% +$2.27K ﹤0.01% 560
2022
Q2 		$52K Buy
727
+52
+8% +$3.82K ﹤0.01% 549
2022
Q1 		$49K Sell
675
-74
-10% -$5.01K ﹤0.01% 549
2021
Q4 		$51K Buy
749
+1
+0.1% +$64 ﹤0.01% 572
2021
Q3 		$46K Buy
748
+248
+50% +$16K ﹤0.01% 587
2021
Q2 		$30K Sell
500
-8,668
-95% -$554K ﹤0.01% 618
2021
Q1 		$570K Buy
+9,168
New +$549K 0.04% 242
2016
Q2 		– Sell
-180
Closed -$9.31K – 376
2016
Q1 		$9.31K Buy
+180
New +$8.77K ﹤0.01% 341

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

Capital Analysts LLC's SO Position: Q2 2026 in Review

Capital Analysts LLC increased its Southern Company (SO) stake by 24% in Q2 2026, buying an estimated $65K and bringing the position to 3,591 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #577.

Capital Analysts LLC first reported a position in SO in Q1 2016 and has held it in 23 quarters since. The position peaked at $570K in Q1 2021. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Capital Analysts LLC held 3,591 shares of Southern Company worth $344K as of Q2 2026.
  • Capital Analysts LLC bought 690 Southern Company shares in Q2 2026, an estimated $65K.
  • Southern Company made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #577 holding.
  • Capital Analysts LLC first reported a position in Southern Company in Q1 2016 and has held it in 23 quarters since.
  • Capital Analysts LLC's Southern Company position peaked at $570K in Q1 2021.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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