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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
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 $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 Sarl's SO Position: Q1 2026 in Review

Capital International Sarl increased its Southern Company (SO) stake by 63% in Q1 2026, buying an estimated $1.3M and bringing the position to 36,430 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #169.

Capital International Sarl first reported a position in SO in Q3 2025 and has held it in 3 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Capital International Sarl held 36,430 shares of Southern Company worth $3.52M as of Q1 2026.
  • Capital International Sarl bought 14,053 Southern Company shares in Q1 2026, an estimated $1.3M.
  • Southern Company made up 0.06% of Capital International Sarl's portfolio in Q1 2026, its #169 holding.
  • Capital International Sarl first reported a position in Southern Company in Q3 2025 and has held it in 3 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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