Capital International Investors
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Capital International Investors’s Southern Company SO Stock Holding History

Capital International Investors’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 		$134M Sell
1,383,809
-9,860,243
-88% -$912M 0.03% 257
2025
Q4 		$981M Sell
11,244,052
-8,412,251
-43% -$768M 0.15% 113
2025
Q3 		$1.86B Sell
19,656,303
-6,234,937
-24% -$582M 0.3% 78
2025
Q2 		$2.38B Buy
25,891,240
+120,040
+0.5% +$10.8M 0.41% 60
2025
Q1 		$2.37B Sell
25,771,200
-1,472,917
-5% -$128M 0.47% 56
2024
Q4 		$2.24B Sell
27,244,117
-1,285,824
-5% -$113M 0.42% 61
2024
Q3 		$2.57B Sell
28,529,941
-293,044
-1% -$25M 0.49% 58
2024
Q2 		$2.24B Buy
28,822,985
+4,828,252
+20% +$366M 0.46% 59
2024
Q1 		$1.72B Buy
23,994,733
+7,550,570
+46% +$521M 0.35% 81
2023
Q4 		$1.15B Buy
16,444,163
+5,707,845
+53% +$392M 0.26% 98
2023
Q3 		$695M Buy
10,736,318
+5,153,604
+92% +$358M 0.18% 128
2023
Q2 		$392M Buy
+5,582,714
New +$400M 0.09% 180
2017
Q2 		– Sell
-3,603,700
Closed -$179M – 252
2017
Q1 		$179M Sell
3,603,700
-1,312,900
-27% -$64.9M 0.24% 116
2016
Q4 		$242M Buy
4,916,600
+790,300
+19% +$38.8M 0.35% 90
2016
Q3 		$212M Buy
4,126,300
+901,000
+28% +$47.4M 0.31% 105
2016
Q2 		$173M Buy
3,225,300
+2,702,700
+517% +$136M 0.25% 115
2016
Q1 		$27M Buy
+522,600
New +$25.5M 0.04% 224

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors's SO Position: Q1 2026 in Review

Capital International Investors reduced its Southern Company (SO) stake by 88% in Q1 2026, selling an estimated $912M and leaving 1,383,809 shares worth $134M. The position accounts for 0.03% of the portfolio, ranked #257.

Capital International Investors first reported a position in SO in Q1 2016 and has held it in 17 quarters since. The position peaked at $2.57B in Q3 2024. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Capital International Investors held 1,383,809 shares of Southern Company worth $134M as of Q1 2026.
  • Capital International Investors sold 9,860,243 Southern Company shares in Q1 2026, an estimated $912M.
  • Southern Company made up 0.03% of Capital International Investors's portfolio in Q1 2026, its #257 holding.
  • Capital International Investors first reported a position in Southern Company in Q1 2016 and has held it in 17 quarters since.
  • Capital International Investors's Southern Company position peaked at $2.57B in Q3 2024.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.