Capital Innovations’s Southern Company SO Stock Holding History

Capital Innovations’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	-115,871	Closed	-$10.1M	–	89
2025 Q4	$10.1M	Buy	+115,871	New	+$10.6M	2.88%	15

Other funds holding SO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Innovations's SO Position: Q1 2026 in Review

Capital Innovations sold out of Southern Company (SO) in Q1 2026, closing a stake of 115,871 shares — an estimated $10.1M sold.

Capital Innovations first reported a position in SO in Q4 2025 and held it in 1 quarter. The position peaked at $10.1M in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Capital Innovations reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Capital Innovations sold 115,871 Southern Company shares in Q1 2026, an estimated $10.1M.
Capital Innovations first reported a position in Southern Company in Q4 2025 and held it in 1 quarter.
Capital Innovations's Southern Company position peaked at $10.1M in Q4 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Capital Innovations's 13F filing for Q1 2026, filed 14 May 2026.