Capital World Investors
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Capital World Investors’s Southern Company SO Stock Holding History

Capital World Investors’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
Q2 		$5.98B Buy
62,518,698
+6,278,825
+11% +$591M 0.71% 32
2026
Q1 		$5.43B Buy
56,239,873
+15,097,797
+37% +$1.4B 0.74% 31
2025
Q4 		$3.59B Buy
41,142,076
+7,593,224
+23% +$693M 0.49% 52
2025
Q3 		$3.18B Buy
33,548,852
+25,567,431
+320% +$2.39B 0.43% 63
2025
Q2 		$733M Buy
+7,981,421
New +$717M 0.11% 168
2017
Q2 		– Sell
-4,220,465
Closed -$210M – 511
2017
Q1 		$210M Sell
4,220,465
-802,310
-16% -$39.6M 0.05% 223
2016
Q4 		$247M Buy
+5,022,775
New +$247M 0.06% 211
2014
Q2 		– Sell
-5,330,000
Closed -$234M – 529
2014
Q1 		$234M Hold
5,330,000
– – 0.07% 218
2013
Q4 		$219M Buy
+5,330,000
New +$220M 0.06% 227

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital World Investors's SO Position: Q2 2026 in Review

Capital World Investors increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $591M and bringing the position to 62,518,698 shares worth $5.98B. The position accounts for 0.71% of the portfolio, ranked #32.

Capital World Investors first reported a position in SO in Q4 2013 and has held it in 9 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Capital World Investors held 62,518,698 shares of Southern Company worth $5.98B as of Q2 2026.
  • Capital World Investors bought 6,278,825 Southern Company shares in Q2 2026, an estimated $591M.
  • Southern Company made up 0.71% of Capital World Investors's portfolio in Q2 2026, its #32 holding.
  • Capital World Investors first reported a position in Southern Company in Q4 2013 and has held it in 9 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.