CI
SO icon

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
Q2 		$11.1M Buy
+115,871
New +$10.9M 2.88% 14
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Innovations's SO Position: Q2 2026 in Review

Capital Innovations opened a new position in Southern Company (SO) in Q2 2026: 115,871 shares worth $11.1M. The stake represents 2.88% of the portfolio and ranks #14 among its holdings. This is a return to the name: Capital Innovations previously reported a position in SO as recently as Q4 2025.

Capital Innovations first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,368 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Capital Innovations held 115,871 shares of Southern Company worth $11.1M as of Q2 2026.
  • Southern Company was a new Capital Innovations position in Q2 2026.
  • Southern Company made up 2.88% of Capital Innovations's portfolio in Q2 2026, its #14 holding.
  • Capital Innovations first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Capital Innovations's 13F filing for Q2 2026, filed 11 Aug 2026.