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Capital International Sarl’s Southern Company SO Stock Holding History

Capital International Sarl’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 		$4.78M Buy
49,896
+13,466
+37% +$1.27M 0.07% 157
2026
Q1 		$3.52M Buy
36,430
+14,053
+63% +$1.3M 0.06% 169
2025
Q4 		$1.95M Buy
22,377
+5,912
+36% +$540K 0.03% 199
2025
Q3 		$1.56M Buy
+16,465
New +$1.54M 0.03% 210

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 International Sarl's SO Position: Q2 2026 in Review

Capital International Sarl increased its Southern Company (SO) stake by 37% in Q2 2026, buying an estimated $1.27M and bringing the position to 49,896 shares worth $4.78M. The position accounts for 0.07% of the portfolio, ranked #157.

Capital International Sarl first reported a position in SO in Q3 2025 and has held it in 4 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Capital International Sarl held 49,896 shares of Southern Company worth $4.78M as of Q2 2026.
  • Capital International Sarl bought 13,466 Southern Company shares in Q2 2026, an estimated $1.27M.
  • Southern Company made up 0.07% of Capital International Sarl's portfolio in Q2 2026, its #157 holding.
  • Capital International Sarl first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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