CIA
SO icon

Capital Investment Advisors’s Southern Company SO Stock Holding History

Capital Investment Advisors’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 		$61.8M Buy
640,200
+4,884
+0.8% +$452K 0.9% 33
2025
Q4 		$55.4M Buy
635,316
+9,451
+2% +$863K 0.84% 41
2025
Q3 		$59.3M Buy
625,865
+18,966
+3% +$1.77M 0.97% 29
2025
Q2 		$55.7M Buy
606,899
+14,020
+2% +$1.26M 1% 28
2025
Q1 		$54.5M Buy
592,879
+16,444
+3% +$1.42M 1.07% 24
2024
Q4 		$47.5M Buy
576,435
+8,148
+1% +$715K 0.97% 31
2024
Q3 		$51.2M Buy
568,287
+10,543
+2% +$901K 1.06% 22
2024
Q2 		$43.3M Buy
557,744
+4,161
+0.8% +$315K 0.98% 27
2024
Q1 		$39.7M Buy
553,583
+11,496
+2% +$794K 0.93% 28
2023
Q4 		$38M Buy
542,087
+151
+0% +$10.4K 0.95% 26
2023
Q3 		$35.1M Buy
541,936
+1,259
+0.2% +$87.4K 0.97% 25
2023
Q2 		$38M Buy
540,677
+16,658
+3% +$1.19M 1.16% 23
2023
Q1 		$36.5M Buy
524,019
+3,988
+0.8% +$269K 1.08% 23
2022
Q4 		$37.1M Buy
520,031
+509
+0.1% +$34K 1.12% 20
2022
Q3 		$35.3M Sell
519,522
-83,453
-14% -$6.32M 1.21% 16
2022
Q2 		$43M Buy
602,975
+13,127
+2% +$964K 1.43% 14
2022
Q1 		$42.8M Buy
589,848
+12,574
+2% +$852K 1.31% 16
2021
Q4 		$39.6M Buy
577,274
+3,270
+0.6% +$208K 1.21% 19
2021
Q3 		$35.6M Buy
574,004
+14,324
+3% +$922K 1.2% 20
2021
Q2 		$33.9M Buy
559,680
+30,875
+6% +$1.97M 1.17% 19
2021
Q1 		$32.9M Buy
528,805
+38,313
+8% +$2.29M 1.24% 19
2020
Q4 		$30.1M Buy
490,492
+6,837
+1% +$411K 1.26% 18
2020
Q3 		$26.2M Buy
483,655
+16,854
+4% +$901K 1.25% 18
2020
Q2 		$24.2M Buy
466,801
+15,802
+4% +$878K 1.25% 20
2020
Q1 		$24.4M Buy
450,999
+102,739
+30% +$6.51M 1.56% 14
2019
Q4 		$22.2M Sell
348,260
-64,564
-16% -$4M 1.07% 24
2019
Q3 		$25.5M Sell
412,824
-19,098
-4% -$1.11M 1.34% 16
2019
Q2 		$23.9M Buy
431,922
+2,044
+0.5% +$109K 1.31% 16
2019
Q1 		$22.2M Sell
429,878
-3,877
-0.9% -$190K 1.3% 15
2018
Q4 		$19.1M Buy
433,755
+3,302
+0.8% +$150K 1.27% 17
2018
Q3 		$18.8M Sell
430,453
-286
-0.1% -$13.2K 1.11% 23
2018
Q2 		$19.9M Buy
430,739
+28,160
+7% +$1.26M 1.24% 16
2018
Q1 		$18M Buy
402,579
+85,157
+27% +$3.78M 1.17% 18
2017
Q4 		$15.3M Sell
317,422
-2,260
-0.7% -$115K 1% 21
2017
Q3 		$15.7M Buy
319,682
+11,549
+4% +$560K 1.08% 18
2017
Q2 		$14.8M Buy
308,133
+2,270
+0.7% +$114K 1.06% 18
2017
Q1 		$15.2M Buy
305,863
+15,721
+5% +$777K 1.16% 17
2016
Q4 		$14.3M Buy
290,142
+2,828
+1% +$139K 1.2% 14
2016
Q3 		$14.7M Sell
287,314
-6,874
-2% -$362K 1.3% 12
2016
Q2 		$15.8M Sell
294,188
-10,626
-3% -$534K 1.48% 11
2016
Q1 		$15.8M Buy
304,814
+13,864
+5% +$675K 1.55% 11
2015
Q4 		$13.6M Buy
290,950
+17,334
+6% +$786K 1.4% 12
2015
Q3 		$12.2M Buy
273,616
+42,817
+19% +$1.88M 1.37% 12
2015
Q2 		$9.67M Buy
230,799
+10,872
+5% +$474K 1.04% 22
2015
Q1 		$9.74M Buy
219,927
+9,877
+5% +$469K 1.03% 20
2014
Q4 		$10.3M Buy
210,050
+1,994
+1% +$94.2K 1.14% 18
2014
Q3 		$9.08M Buy
208,056
+18,317
+10% +$805K 1.04% 20
2014
Q2 		$8.61M Buy
189,739
+8,173
+5% +$361K 0.99% 21
2014
Q1 		$7.98M Buy
181,566
+13,039
+8% +$547K 1% 19
2013
Q4 		$6.93M Buy
+168,527
New +$6.95M 0.92% 23

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 Investment Advisors's SO Position: Q1 2026 in Review

Capital Investment Advisors increased its Southern Company (SO) stake by 0.77% in Q1 2026, buying an estimated $452K and bringing the position to 640,200 shares worth $61.8M. The position accounts for 0.9% of the portfolio, ranked #33.

Capital Investment Advisors first reported a position in SO in Q4 2013 and has held it in 50 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Capital Investment Advisors held 640,200 shares of Southern Company worth $61.8M as of Q1 2026.
  • Capital Investment Advisors bought 4,884 Southern Company shares in Q1 2026, an estimated $452K.
  • Southern Company made up 0.9% of Capital Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • Capital Investment Advisors first reported a position in Southern Company in Q4 2013 and has held it in 50 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.