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 | $3.88M | Buy |
40,200
+2,900
| +8% | +$268K | 0.02% | 1023 |
|
|
2025
Q4 | $3.25M | Sell |
37,300
-9,500
| -20% | -$867K | 0.01% | 1441 |
|
|
2025
Q3 | $4.44M | Buy |
46,800
+9,400
| +25% | +$878K | 0.01% | 1318 |
|
|
2025
Q2 | $3.43M | Sell |
37,400
-50,000
| -57% | -$4.49M | 0.01% | 1377 |
|
|
2025
Q1 | $8.04M | Sell |
87,400
-82,600
| -49% | -$7.15M | 0.02% | 779 |
|
|
2024
Q4 | $14M | Buy |
170,000
+123,300
| +264% | +$10.8M | 0.04% | 608 |
|
|
2024
Q3 | $4.21M | Sell |
46,700
-13,200
| -22% | -$1.13M | 0.01% | 1103 |
|
|
2024
Q2 | $4.65M | Buy |
59,900
+14,100
| +31% | +$1.07M | 0.01% | 983 |
|
|
2024
Q1 | $3.29M | Sell |
45,800
-93,500
| -67% | -$6.45M | 0.01% | 1225 |
|
|
2023
Q4 | $9.77M | Buy |
139,300
+32,200
| +30% | +$2.21M | 0.03% | 794 |
|
|
2023
Q3 | $6.93M | Buy |
107,100
+18,600
| +21% | +$1.29M | 0.02% | 779 |
|
|
2023
Q2 | $6.22M | Sell |
88,500
-43,000
| -33% | -$3.08M | 0.03% | 758 |
|
|
2023
Q1 | $9.15M | Sell |
131,500
-72,600
| -36% | -$4.89M | 0.04% | 521 |
|
|
2022
Q4 | $14.6M | Buy |
204,100
+121,400
| +147% | +$8.12M | 0.1% | 286 |
|
|
2022
Q3 | $5.62M | Buy |
82,700
+21,900
| +36% | +$1.66M | 0.04% | 512 |
|
|
2022
Q2 | $4.34M | Buy |
60,800
+30,500
| +101% | +$2.24M | 0.04% | 548 |
|
|
2022
Q1 | $2.2M | Buy |
30,300
+5,900
| +24% | +$400K | 0.02% | 917 |
|
|
2021
Q4 | $1.67M | Buy |
+24,400
| New | +$1.56M | 0.01% | 1104 |
|
|
2021
Q3 | – | Sell |
-27,400
| Closed | -$1.66M | – | 1765 |
|
|
2021
Q2 | $1.66M | Sell |
27,400
-23,300
| -46% | -$1.49M | 0.01% | 1009 |
|
|
2021
Q1 | $3.15M | Buy |
50,700
+9,600
| +23% | +$575K | 0.03% | 575 |
|
|
2020
Q4 | $2.52M | Buy |
41,100
+29,000
| +240% | +$1.74M | 0.02% | 709 |
|
|
2020
Q3 | $656K | Sell |
12,100
-27,100
| -69% | -$1.45M | 0.01% | 980 |
|
|
2020
Q2 | $2.03M | Sell |
39,200
-9,000
| -19% | -$500K | 0.03% | 490 |
|
|
2020
Q1 | $2.61M | Sell |
48,200
-149,600
| -76% | -$9.48M | 0.04% | 458 |
|
|
2019
Q4 | $12.6M | Sell |
197,800
-65,300
| -25% | -$4.05M | 0.1% | 253 |
|
|
2019
Q3 | $16.3M | Sell |
263,100
-107,400
| -29% | -$6.23M | 0.15% | 189 |
|
|
2019
Q2 | $20.5M | Buy |
370,500
+185,500
| +100% | +$9.93M | 0.19% | 146 |
|
|
2019
Q1 | $9.56M | Buy |
185,000
+69,100
| +60% | +$3.39M | 0.09% | 310 |
|
|
2018
Q4 | $5.09M | Sell |
115,900
-10,500
| -8% | -$477K | 0.05% | 503 |
|
|
2018
Q3 | $5.51M | Sell |
126,400
-57,200
| -31% | -$2.64M | 0.03% | 723 |
|
|
2018
Q2 | $8.5M | Sell |
183,600
-63,700
| -26% | -$2.85M | 0.04% | 533 |
|
|
2018
Q1 | $11M | Buy |
+247,300
| New | +$11M | 0.07% | 417 |
|
|
2017
Q4 | – | Sell |
-4,600
| Closed | -$226K | – | 1974 |
|
|
2017
Q3 | $226K | Buy |
+4,600
| New | +$223K | ﹤0.01% | 1420 |
|
|
2017
Q1 | – | Sell |
-29,400
| Closed | -$1.45M | – | 1798 |
|
|
2016
Q4 | $1.45M | Sell |
29,400
-62,800
| -68% | -$3.09M | 0.01% | 879 |
|
|
2016
Q3 | $4.73M | Buy |
92,200
+29,900
| +48% | +$1.57M | 0.04% | 476 |
|
|
2016
Q2 | $3.34M | Buy |
62,300
+14,400
| +30% | +$724K | 0.03% | 555 |
|
|
2016
Q1 | $2.48M | Sell |
47,900
-7,700
| -14% | -$375K | 0.02% | 643 |
|
|
2015
Q4 | $2.6M | Sell |
55,600
-111,800
| -67% | -$5.07M | 0.03% | 605 |
|
|
2015
Q3 | $7.48M | Sell |
167,400
-119,600
| -42% | -$5.25M | 0.08% | 297 |
|
|
2015
Q2 | $12M | Buy |
287,000
+111,200
| +63% | +$4.84M | 0.15% | 180 |
|
|
2015
Q1 | $7.78M | Buy |
175,800
+148,400
| +542% | +$7.05M | 0.11% | 241 |
|
|
2014
Q4 | $1.35M | Sell |
27,400
-9,300
| -25% | -$439K | 0.02% | 807 |
|
|
2014
Q3 | $1.6M | Sell |
36,700
-18,800
| -34% | -$826K | 0.02% | 764 |
|
|
2014
Q2 | $2.52M | Buy |
55,500
+44,000
| +383% | +$1.95M | 0.03% | 648 |
|
|
2014
Q1 | $505K | Sell |
11,500
-14,400
| -56% | -$604K | 0.01% | 1240 |
|
|
2013
Q4 | $1.06M | Buy |
25,900
+11,300
| +77% | +$466K | 0.01% | 957 |
|
|
2013
Q3 | $601K | Sell |
14,600
-600
| -4% | -$25.8K | 0.01% | 1087 |
|
|
2013
Q2 | $671K | Buy |
+15,200
| New | +$699K | 0.01% | 910 |
|
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.