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
Q1 | $4.39M | Buy |
45,500
+12,400
| +37% | +$1.15M | 0.02% | 951 |
|
|
2025
Q4 | $2.89M | Sell |
33,100
-62,700
| -65% | -$5.72M | 0.01% | 1507 |
|
|
2025
Q3 | $9.08M | Sell |
95,800
-51,300
| -35% | -$4.79M | 0.02% | 886 |
|
|
2025
Q2 | $13.5M | Sell |
147,100
-75,200
| -34% | -$6.75M | 0.04% | 613 |
|
|
2025
Q1 | $20.4M | Sell |
222,300
-89,400
| -29% | -$7.74M | 0.06% | 431 |
|
|
2024
Q4 | $25.7M | Buy |
311,700
+82,600
| +36% | +$7.25M | 0.07% | 396 |
|
|
2024
Q3 | $20.7M | Buy |
229,100
+140,200
| +158% | +$12M | 0.06% | 440 |
|
|
2024
Q2 | $6.9M | Sell |
88,900
-1,800
| -2% | -$136K | 0.02% | 826 |
|
|
2024
Q1 | $6.51M | Sell |
90,700
-124,500
| -58% | -$8.59M | 0.02% | 929 |
|
|
2023
Q4 | $15.1M | Buy |
215,200
+56,600
| +36% | +$3.89M | 0.04% | 578 |
|
|
2023
Q3 | $10.3M | Sell |
158,600
-129,900
| -45% | -$9.02M | 0.04% | 604 |
|
|
2023
Q2 | $20.3M | Buy |
288,500
+14,100
| +5% | +$1.01M | 0.08% | 333 |
|
|
2023
Q1 | $19.1M | Buy |
274,400
+90,400
| +49% | +$6.09M | 0.09% | 292 |
|
|
2022
Q4 | $13.1M | Buy |
184,000
+54,000
| +42% | +$3.61M | 0.09% | 318 |
|
|
2022
Q3 | $8.84M | Sell |
130,000
-1,200
| -0.9% | -$90.9K | 0.07% | 357 |
|
|
2022
Q2 | $9.36M | Buy |
131,200
+35,700
| +37% | +$2.62M | 0.09% | 330 |
|
|
2022
Q1 | $6.92M | Hold |
95,500
| – | – | 0.06% | 463 |
|
|
2021
Q4 | $6.55M | Buy |
95,500
+56,800
| +147% | +$3.62M | 0.05% | 534 |
|
|
2021
Q3 | $2.4M | Buy |
38,700
+6,600
| +21% | +$425K | 0.02% | 857 |
|
|
2021
Q2 | $1.94M | Sell |
32,100
-29,300
| -48% | -$1.87M | 0.02% | 943 |
|
|
2021
Q1 | $3.82M | Buy |
61,400
+44,900
| +272% | +$2.69M | 0.04% | 511 |
|
|
2020
Q4 | $1.01M | Buy |
+16,500
| New | +$992K | 0.01% | 988 |
|
|
2020
Q3 | – | Sell |
-42,200
| Closed | -$2.19M | – | 1377 |
|
|
2020
Q2 | $2.19M | Sell |
42,200
-28,500
| -40% | -$1.58M | 0.03% | 471 |
|
|
2020
Q1 | $3.83M | Sell |
70,700
-12,400
| -15% | -$786K | 0.06% | 358 |
|
|
2019
Q4 | $5.29M | Sell |
83,100
-131,400
| -61% | -$8.14M | 0.04% | 517 |
|
|
2019
Q3 | $13.3M | Sell |
214,500
-63,400
| -23% | -$3.67M | 0.12% | 228 |
|
|
2019
Q2 | $15.4M | Buy |
277,900
+148,700
| +115% | +$7.96M | 0.14% | 211 |
|
|
2019
Q1 | $6.68M | Buy |
129,200
+22,000
| +21% | +$1.08M | 0.06% | 405 |
|
|
2018
Q4 | $4.71M | Sell |
107,200
-47,400
| -31% | -$2.15M | 0.04% | 530 |
|
|
2018
Q3 | $6.74M | Sell |
154,600
-132,100
| -46% | -$6.09M | 0.04% | 647 |
|
|
2018
Q2 | $13.3M | Sell |
286,700
-46,300
| -14% | -$2.07M | 0.07% | 387 |
|
|
2018
Q1 | $14.9M | Buy |
+333,000
| New | +$14.8M | 0.09% | 324 |
|
|
2017
Q1 | – | Sell |
-18,900
| Closed | -$930K | – | 1797 |
|
|
2016
Q4 | $930K | Sell |
18,900
-73,500
| -80% | -$3.61M | 0.01% | 1040 |
|
|
2016
Q3 | $4.74M | Buy |
92,400
+46,100
| +100% | +$2.43M | 0.04% | 475 |
|
|
2016
Q2 | $2.48M | Buy |
46,300
+3,700
| +9% | +$186K | 0.02% | 672 |
|
|
2016
Q1 | $2.2M | Buy |
42,600
+7,000
| +20% | +$341K | 0.02% | 681 |
|
|
2015
Q4 | $1.67M | Sell |
35,600
-204,600
| -85% | -$9.28M | 0.02% | 732 |
|
|
2015
Q3 | $10.7M | Sell |
240,200
-231,900
| -49% | -$10.2M | 0.12% | 216 |
|
|
2015
Q2 | $19.8M | Buy |
472,100
+202,800
| +75% | +$8.84M | 0.25% | 100 |
|
|
2015
Q1 | $11.9M | Buy |
269,300
+202,700
| +304% | +$9.63M | 0.16% | 164 |
|
|
2014
Q4 | $3.27M | Sell |
66,600
-36,100
| -35% | -$1.7M | 0.04% | 552 |
|
|
2014
Q3 | $4.48M | Buy |
102,700
+56,000
| +120% | +$2.46M | 0.05% | 445 |
|
|
2014
Q2 | $2.12M | Buy |
46,700
+24,100
| +107% | +$1.07M | 0.02% | 701 |
|
|
2014
Q1 | $993K | Sell |
22,600
-12,000
| -35% | -$503K | 0.01% | 961 |
|
|
2013
Q4 | $1.42M | Buy |
34,600
+26,100
| +307% | +$1.08M | 0.02% | 824 |
|
|
2013
Q3 | $350K | Buy |
+8,500
| New | +$366K | ﹤0.01% | 1303 |
|
Other funds holding SO
VCM
VPM
Capital Fund Management (CFM)'s SO Position: Q1 2026 in Review
Capital Fund Management (CFM) increased its Southern Company (SO) stake by 81% in Q1 2026, buying an estimated $24.8M and bringing the position to 597,740 shares worth $57.7M. The position accounts for 0.26% of the portfolio, ranked #54.
Capital Fund Management (CFM) first reported a position in SO in Q2 2013 and has held it in 23 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Capital Fund Management (CFM) held 597,740 shares of Southern Company worth $57.7M as of Q1 2026.
- Capital Fund Management (CFM) bought 268,309 Southern Company shares in Q1 2026, an estimated $24.8M.
- Southern Company made up 0.26% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #54 holding.
- Capital Fund Management (CFM) first reported a position in Southern Company in Q2 2013 and has held it in 23 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.