CG
SO icon

Caprock Group’s Southern Company SO Stock Holding History

Caprock Group’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 		$2.06M Buy
21,568
+3,577
+20% +$337K 0.04% 390
2026
Q1 		$1.74M Buy
17,991
+1,581
+10% +$146K 0.04% 384
2025
Q4 		$1.43M Sell
16,410
-591
-3% -$54K 0.03% 492
2025
Q3 		$1.58M Buy
+17,001
New +$1.59M 0.04% 419
2025
Q1 		$1.39M Sell
15,168
-11,875
-44% -$1.03M 0.04% 370
2024
Q4 		$2.23M Buy
27,043
+1,442
+6% +$127K 0.07% 238
2024
Q3 		$2.31M Buy
25,601
+1,215
+5% +$104K 0.08% 208
2024
Q2 		$1.89M Buy
24,386
+4,028
+20% +$305K 0.08% 219
2024
Q1 		$1.46M Buy
20,358
+1,021
+5% +$70.5K 0.08% 183
2023
Q4 		$1.36M Buy
19,337
+2,649
+16% +$182K 0.09% 190
2023
Q3 		$1.08M Buy
16,688
+177
+1% +$12.3K 0.08% 194
2023
Q2 		$1.16M Buy
16,511
+415
+3% +$29.8K 0.09% 190
2023
Q1 		$1.12M Buy
16,096
+12,907
+405% +$869K 0.09% 182
2022
Q4 		$228K Buy
+3,189
New +$213K 0.02% 476
2020
Q3 		– Sell
-8,151
Closed -$423K – 449
2020
Q2 		$423K Buy
8,151
+2,888
+55% +$161K 0.06% 214
2020
Q1 		$285K Buy
+5,263
New +$333K 0.05% 244

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

Caprock Group's SO Position: Q2 2026 in Review

Caprock Group increased its Southern Company (SO) stake by 20% in Q2 2026, buying an estimated $337K and bringing the position to 21,568 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #390.

Caprock Group first reported a position in SO in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.31M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Caprock Group held 21,568 shares of Southern Company worth $2.06M as of Q2 2026.
  • Caprock Group bought 3,577 Southern Company shares in Q2 2026, an estimated $337K.
  • Southern Company made up 0.04% of Caprock Group's portfolio in Q2 2026, its #390 holding.
  • Caprock Group first reported a position in Southern Company in Q1 2020 and has held it in 16 quarters since.
  • Caprock Group's Southern Company position peaked at $2.31M in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.