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Capital International Inc’s Southern Company SO Stock Holding History

Capital International Inc’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 		$38.5M Buy
402,657
+10,118
+3% +$953K 0.27% 93
2026
Q1 		$37.9M Sell
392,539
-130,935
-25% -$12.1M 0.29% 99
2025
Q4 		$45.6M Buy
523,474
+42,286
+9% +$3.86M 0.36% 76
2025
Q3 		$45.6M Buy
481,188
+174,642
+57% +$16.3M 0.36% 73
2025
Q2 		$28.2M Buy
306,546
+115,377
+60% +$10.4M 0.27% 104
2025
Q1 		$17.6M Sell
191,169
-22,779
-11% -$1.97M 0.21% 128
2024
Q4 		$17.6M Sell
213,948
-323,082
-60% -$28.3M 0.21% 123
2024
Q3 		$48.4M Sell
537,030
-43,178
-7% -$3.69M 0.61% 46
2024
Q2 		$45M Buy
580,208
+36,357
+7% +$2.76M 0.6% 46
2024
Q1 		$39M Buy
543,851
+89,598
+20% +$6.19M 0.53% 59
2023
Q4 		$31.9M Buy
454,253
+176,214
+63% +$12.1M 0.5% 56
2023
Q3 		$18M Buy
278,039
+9,688
+4% +$672K 0.34% 90
2023
Q2 		$18.9M Buy
+268,351
New +$19.2M 0.34% 84
2017
Q2 		– Sell
-24,180
Closed -$1.2M – 164
2017
Q1 		$1.2M Sell
24,180
-2,600
-10% -$128K 0.15% 104
2016
Q4 		$1.32M Buy
+26,780
New +$1.32M 0.16% 106

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 $3.37T AUM 44.26% 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 International Inc's SO Position: Q2 2026 in Review

Capital International Inc increased its Southern Company (SO) stake by 2.6% in Q2 2026, buying an estimated $953K and bringing the position to 402,657 shares worth $38.5M. The position accounts for 0.27% of the portfolio, ranked #93.

Capital International Inc first reported a position in SO in Q4 2016 and has held it in 15 quarters since. The position peaked at $48.4M in Q3 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Capital International Inc held 402,657 shares of Southern Company worth $38.5M as of Q2 2026.
  • Capital International Inc bought 10,118 Southern Company shares in Q2 2026, an estimated $953K.
  • Southern Company made up 0.27% of Capital International Inc's portfolio in Q2 2026, its #93 holding.
  • Capital International Inc first reported a position in Southern Company in Q4 2016 and has held it in 15 quarters since.
  • Capital International Inc's Southern Company position peaked at $48.4M in Q3 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Capital International Inc's 13F filing for Q2 2026, filed 12 Aug 2026.