Capstone Investment Advisors
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Capstone Investment Advisors’s Southern Company SO Stock Holding History

Capstone Investment Advisors’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
2025
Q3 		– Sell
-15,012
Closed -$1.4M – 2057
2025
Q2 		$1.38M Buy
+15,012
New +$1.35M ﹤0.01% 753
2025
Q1 		– Sell
-8,448
Closed -$731K – 1822
2024
Q4 		$695K Buy
8,448
+6,093
+259% +$535K ﹤0.01% 1190
2024
Q3 		$212K Sell
2,355
-9,071
-79% -$775K ﹤0.01% 1558
2024
Q2 		$886K Sell
11,426
-12,879
-53% -$976K ﹤0.01% 1041
2024
Q1 		$1.74M Buy
24,305
+18,952
+354% +$1.31M 0.01% 846
2023
Q4 		$375K Sell
5,353
-18,256
-77% -$1.25M ﹤0.01% 1486
2023
Q3 		$1.53M Buy
23,609
+20,159
+584% +$1.4M 0.01% 820
2023
Q2 		$242K Buy
+3,450
New +$247K ﹤0.01% 1479
2021
Q4 		– Sell
-37,972
Closed -$2.42M – 2073
2021
Q3 		$2.35M Buy
37,972
+3,618
+11% +$233K ﹤0.01% 1137
2021
Q2 		$2.08M Buy
+34,354
New +$2.2M ﹤0.01% 1013
2020
Q4 		– Sell
-60,374
Closed -$3.63M – 1755
2020
Q3 		$3.27M Sell
60,374
-4,501
-7% -$241K 0.02% 644
2020
Q2 		$3.36M Buy
64,875
+7,136
+12% +$397K 0.02% 542
2020
Q1 		$3.13M Buy
57,739
+50,157
+662% +$3.18M 0.05% 394
2019
Q4 		$483K Buy
+7,582
New +$470K ﹤0.01% 1152
2019
Q3 		– Sell
-267
Closed -$15.5K – 1440
2019
Q2 		$15K Buy
+267
New +$14.3K ﹤0.01% 1362
2018
Q4 		– Sell
-603,886
Closed -$27.5M – 1357
2018
Q3 		$26.3M Buy
603,886
+599,541
+13,798% +$27.6M 0.3% 50
2018
Q2 		$201K Buy
+4,345
New +$194K ﹤0.01% 576
2018
Q1 		– Sell
-7,267
Closed -$349K – 527
2017
Q4 		$349K Sell
7,267
-1,262
-15% -$64.3K 0.01% 337
2017
Q3 		$419K Sell
8,529
-136,038
-94% -$6.59M 0.01% 337
2017
Q2 		$6.92M Buy
144,567
+72,529
+101% +$3.64M 0.19% 97
2017
Q1 		$3.59M Sell
72,038
-10,903
-13% -$539K 0.09% 185
2016
Q4 		$4.08M Buy
+82,941
New +$4.07M 0.13% 154

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

Capstone Investment Advisors's SO Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Southern Company (SO) in Q3 2025, closing a stake of 15,012 shares — an estimated $1.4M sold.

Capstone Investment Advisors first reported a position in SO in Q4 2016 and held it in 22 quarters. The position peaked at $26.3M in Q3 2018. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 15,012 Southern Company shares in Q3 2025, an estimated $1.4M.
  • Capstone Investment Advisors first reported a position in Southern Company in Q4 2016 and held it in 22 quarters.
  • Capstone Investment Advisors's Southern Company position peaked at $26.3M in Q3 2018.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.