Capital Performance Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
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.