Capital Group Private Client Services’s Southern Company SO Stock Holding History

Capital Group Private Client Services’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 Q1	–	Sell	-2,658	Closed	-$232K	–	281
2025 Q4	$232K	Sell	2,658 -3,957	-60%	-$361K	﹤0.01%	278
2025 Q3	$627K	Sell	6,615 -27,819	-81%	-$2.6M	0.01%	229
2025 Q2	$3.16M	Sell	34,434 -1,383	-4%	-$124K	0.03%	197
2025 Q1	$3.29M	Sell	35,817 -5,944	-14%	-$515K	0.03%	187
2024 Q4	$3.44M	Sell	41,761 -112,893	-73%	-$9.9M	0.03%	191
2024 Q3	$13.9M	Sell	154,654 -2,167	-1%	-$185K	0.13%	136
2024 Q2	$12.2M	Sell	156,821 -2,348	-1%	-$178K	0.12%	139
2024 Q1	$11.4M	Sell	159,169 -4,463	-3%	-$308K	0.12%	140
2023 Q4	$11.5M	Buy	+163,632	New	+$11.2M	0.12%	132

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Group Private Client Services's SO Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Southern Company (SO) in Q1 2026, closing a stake of 2,658 shares — an estimated $232K sold.

Capital Group Private Client Services first reported a position in SO in Q4 2023 and held it in 9 quarters. The position peaked at $13.9M in Q3 2024. 2,367 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Capital Group Private Client Services reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Capital Group Private Client Services sold 2,658 Southern Company shares in Q1 2026, an estimated $232K.
Capital Group Private Client Services first reported a position in Southern Company in Q4 2023 and held it in 9 quarters.
Capital Group Private Client Services's Southern Company position peaked at $13.9M in Q3 2024.
2,367 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.