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Capital Square’s Southern Company SO Stock Holding History

Capital Square’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 		$2.5M Buy
26,693
+113
+0.4% +$10.5K 1.15% 25
2025
Q4 		$2.32M Buy
26,580
+367
+1% +$33.5K 1.18% 21
2025
Q3 		$2.48M Buy
26,213
+627
+2% +$58.5K 1.27% 19
2025
Q2 		$2.37M Buy
25,586
+159
+0.6% +$14.3K 1.26% 18
2025
Q1 		$2.34M Buy
25,427
+627
+3% +$54.3K 1.37% 14
2024
Q4 		$2.07M Buy
24,800
+953
+4% +$83.6K 1.18% 19
2024
Q3 		$2.15M Sell
23,847
-1,617
-6% -$138K 1.31% 15
2024
Q2 		$2.08M Buy
25,464
+185
+0.7% +$14K 1.36% 18
2024
Q1 		$1.81M Buy
25,279
+782
+3% +$54K 1.28% 20
2023
Q4 		$1.72M Sell
24,497
-499
-2% -$34.3K 1.94% 19
2023
Q3 		$1.66M Buy
24,996
+197
+0.8% +$13.7K 2.24% 13
2023
Q2 		$1.74M Buy
24,799
+63
+0.3% +$4.52K 1.61% 16
2023
Q1 		$1.79M Buy
24,736
+67
+0.3% +$4.51K 1.65% 15
2022
Q4 		$1.76M Buy
24,669
+108
+0.4% +$7.22K 1.59% 14
2022
Q3 		$1.67M Buy
24,561
+1,604
+7% +$122K 1.52% 17
2022
Q2 		$1.64M Buy
22,957
+840
+4% +$61.7K 1.36% 15
2022
Q1 		$1.6M Buy
22,117
+751
+4% +$50.9K 1.14% 21
2021
Q4 		$1.46M Buy
21,366
+5
+0% +$319 1.01% 33
2021
Q3 		$1.32M Buy
21,361
+1,147
+6% +$73.8K 0.94% 37
2021
Q2 		$1.27M Buy
20,214
+2,753
+16% +$176K 0.94% 34
2021
Q1 		$1.09M Buy
17,461
+408
+2% +$24.4K 0.81% 38
2020
Q4 		$1.05M Sell
17,053
-137
-0.8% -$8.24K 0.88% 37
2020
Q3 		$932K Sell
17,190
-163
-0.9% -$8.71K 0.97% 30
2020
Q2 		$899K Buy
17,353
+58
+0.3% +$3.22K 0.96% 26
2020
Q1 		$936K Buy
17,295
+491
+3% +$31.1K 1.09% 20
2019
Q4 		$1.07M Buy
+16,804
New +$1.04M 1.02% 25

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 Square's SO Position: Q1 2026 in Review

Capital Square increased its Southern Company (SO) stake by 0.43% in Q1 2026, buying an estimated $10.5K and bringing the position to 26,693 shares worth $2.5M. The position accounts for 1.15% of the portfolio, ranked #25.

Capital Square first reported a position in SO in Q4 2019 and has held it in 26 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Capital Square held 26,693 shares of Southern Company worth $2.5M as of Q1 2026.
  • Capital Square bought 113 Southern Company shares in Q1 2026, an estimated $10.5K.
  • Southern Company made up 1.15% of Capital Square's portfolio in Q1 2026, its #25 holding.
  • Capital Square first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.