CLGM
SO icon

Capitolis Liquid Global Markets’s Southern Company SO Stock Holding History

Capitolis Liquid Global Markets’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 		$7.92M Buy
82,800
+36,800
+80% +$3.46M 0.03% 213
2026
Q1 		$4.44M Buy
+46,000
New +$4.26M 0.03% 270

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Capitolis Liquid Global Markets's SO Position: Q2 2026 in Review

Capitolis Liquid Global Markets increased its Southern Company (SO) stake by 80% in Q2 2026, buying an estimated $3.46M and bringing the position to 82,800 shares worth $7.92M. The position accounts for 0.03% of the portfolio, ranked #213.

Capitolis Liquid Global Markets first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Capitolis Liquid Global Markets held 82,800 shares of Southern Company worth $7.92M as of Q2 2026.
  • Capitolis Liquid Global Markets bought 36,800 Southern Company shares in Q2 2026, an estimated $3.46M.
  • Southern Company made up 0.03% of Capitolis Liquid Global Markets's portfolio in Q2 2026, its #213 holding.
  • Capitolis Liquid Global Markets first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Capitolis Liquid Global Markets's 13F filing for Q2 2026, filed 13 Aug 2026.