Capital Fund Management (CFM)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.5M | Sell |
183,056
-414,684
| -69% | -$39M | 0.08% | 374 |
|
|
2026
Q1 | $57.7M | Buy |
597,740
+268,309
| +81% | +$24.8M | 0.26% | 54 |
|
|
2025
Q4 | $28.7M | Buy |
329,431
+239,977
| +268% | +$21.9M | 0.08% | 340 |
|
|
2025
Q3 | $8.48M | Sell |
89,454
-10,435
| -10% | -$974K | 0.02% | 925 |
|
|
2025
Q2 | $9.17M | Sell |
99,889
-289,429
| -74% | -$26M | 0.03% | 798 |
|
|
2025
Q1 | $35.8M | Buy |
389,318
+280,913
| +259% | +$24.3M | 0.1% | 271 |
|
|
2024
Q4 | $8.92M | Buy |
+108,405
| New | +$9.51M | 0.02% | 800 |
|
|
2024
Q3 | – | Sell |
-43,111
| Closed | -$3.68M | – | 2143 |
|
|
2024
Q2 | $3.34M | Sell |
43,111
-140,993
| -77% | -$10.7M | 0.01% | 1152 |
|
|
2024
Q1 | $13.2M | Buy |
+184,104
| New | +$12.7M | 0.04% | 605 |
|
|
2022
Q4 | – | Sell |
-52,446
| Closed | -$3.51M | – | 1616 |
|
|
2022
Q3 | $3.57M | Buy |
+52,446
| New | +$3.97M | 0.03% | 660 |
|
|
2021
Q4 | – | Sell |
-37,311
| Closed | -$2.38M | – | 1836 |
|
|
2021
Q3 | $2.31M | Sell |
37,311
-26,647
| -42% | -$1.72M | 0.02% | 874 |
|
|
2021
Q2 | $3.87M | Buy |
+63,958
| New | +$4.09M | 0.03% | 668 |
|
|
2021
Q1 | – | Sell |
-35,385
| Closed | -$2.12M | – | 1583 |
|
|
2020
Q4 | $2.17M | Buy |
35,385
+15,985
| +82% | +$961K | 0.02% | 756 |
|
|
2020
Q3 | $1.05M | Sell |
19,400
-89,030
| -82% | -$4.76M | 0.01% | 857 |
|
|
2020
Q2 | $5.62M | Buy |
+108,430
| New | +$6.03M | 0.09% | 281 |
|
|
2019
Q4 | – | Sell |
-44,402
| Closed | -$2.75M | – | 2023 |
|
|
2019
Q3 | $2.74M | Buy |
+44,402
| New | +$2.57M | 0.02% | 687 |
|
|
2019
Q1 | – | Sell |
-7,161
| Closed | -$351K | – | 2066 |
|
|
2018
Q4 | $315K | Sell |
7,161
-16,706
| -70% | -$759K | ﹤0.01% | 1584 |
|
|
2018
Q3 | $1.04M | Buy |
+23,867
| New | +$1.1M | 0.01% | 1357 |
|
|
2017
Q4 | – | Sell |
-86,451
| Closed | -$4.25M | – | 1973 |
|
|
2017
Q3 | $4.25M | Buy |
86,451
+64,191
| +288% | +$3.11M | 0.03% | 575 |
|
|
2017
Q2 | $1.07M | Buy |
+22,260
| New | +$1.12M | 0.01% | 893 |
|
|
2016
Q4 | – | Sell |
-20,642
| Closed | -$1.01M | – | 1844 |
|
|
2016
Q3 | $1.06M | Buy |
+20,642
| New | +$1.09M | 0.01% | 941 |
|
|
2015
Q3 | – | Sell |
-38,782
| Closed | -$1.7M | – | 1653 |
|
|
2015
Q2 | $1.63M | Buy |
+38,782
| New | +$1.69M | 0.02% | 688 |
|
|
2014
Q3 | – | Sell |
-12,497
| Closed | -$549K | – | 1796 |
|
|
2014
Q2 | $567K | Buy |
+12,497
| New | +$553K | 0.01% | 1169 |
|
|
2013
Q3 | – | Sell |
-191,327
| Closed | -$8.24M | – | 1874 |
|
|
2013
Q2 | $8.44M | Buy |
+191,327
| New | +$8.8M | 0.13% | 194 |
|
Other funds holding SO
Capital Fund Management (CFM)'s SO Position: Q2 2026 in Review
Capital Fund Management (CFM) reduced its Southern Company (SO) stake by 69% in Q2 2026, selling an estimated $39M and leaving 183,056 shares worth $17.5M. The position accounts for 0.08% of the portfolio, ranked #374.
Capital Fund Management (CFM) first reported a position in SO in Q2 2013 and has held it in 24 quarters since. The position peaked at $57.7M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Capital Fund Management (CFM) held 183,056 shares of Southern Company worth $17.5M as of Q2 2026.
- Capital Fund Management (CFM) sold 414,684 Southern Company shares in Q2 2026, an estimated $39M.
- Southern Company made up 0.08% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #374 holding.
- Capital Fund Management (CFM) first reported a position in Southern Company in Q2 2013 and has held it in 24 quarters since.
- Capital Fund Management (CFM)'s Southern Company position peaked at $57.7M in Q1 2026.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.