Capital Performance Advisors’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$232K Sell
2,420
-578
-19% -$54.4K 0.01% 272
2026
Q1
$289K Buy
2,998
+224
+8% +$20.7K 0.02% 338
2025
Q4
$242K Buy
+2,774
New +$253K 0.02% 365
2024
Q4
Sell
-132
Closed -$11.9K 2311
2024
Q3
$11.9K Buy
+132
New +$11.3K ﹤0.01% 767

Other funds holding SO

Capital Performance Advisors's SO Position: Q2 2026 in Review

Capital Performance Advisors reduced its Southern Company (SO) stake by 19% in Q2 2026, selling an estimated $54.4K and leaving 2,420 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #272.

Capital Performance Advisors first reported a position in SO in Q3 2024 and has held it in 4 quarters since. The position peaked at $289K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Capital Performance Advisors held 2,420 shares of Southern Company worth $232K as of Q2 2026.
  • Capital Performance Advisors sold 578 Southern Company shares in Q2 2026, an estimated $54.4K.
  • Southern Company made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #272 holding.
  • Capital Performance Advisors first reported a position in Southern Company in Q3 2024 and has held it in 4 quarters since.
  • Capital Performance Advisors's Southern Company position peaked at $289K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.