Capstone Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.53M | Sell |
15,800
-5,600
| -26% | -$518K | ﹤0.01% | 720 |
|
|
2025
Q4 | $1.87M | Sell |
21,400
-4,900
| -19% | -$447K | ﹤0.01% | 653 |
|
|
2025
Q3 | $2.49M | Buy |
26,300
+3,300
| +14% | +$308K | ﹤0.01% | 693 |
|
|
2025
Q2 | $2.11M | Sell |
23,000
-12,000
| -34% | -$1.08M | 0.01% | 624 |
|
|
2025
Q1 | $3.22M | Sell |
35,000
-5,000
| -13% | -$433K | 0.01% | 562 |
|
|
2024
Q4 | $3.29M | Buy |
40,000
+7,700
| +24% | +$676K | 0.01% | 675 |
|
|
2024
Q3 | $2.91M | Buy |
32,300
+8,400
| +35% | +$718K | 0.01% | 615 |
|
|
2024
Q2 | $1.85M | Buy |
23,900
+9,000
| +60% | +$682K | 0.01% | 751 |
|
|
2024
Q1 | $1.07M | Sell |
14,900
-28,100
| -65% | -$1.94M | ﹤0.01% | 1110 |
|
|
2023
Q4 | $3.02M | Buy |
43,000
+22,200
| +107% | +$1.52M | 0.01% | 684 |
|
|
2023
Q3 | $1.35M | Sell |
20,800
-14,000
| -40% | -$972K | 0.01% | 877 |
|
|
2023
Q2 | $2.44M | Buy |
34,800
+2,700
| +8% | +$194K | 0.01% | 580 |
|
|
2023
Q1 | $2.23M | Buy |
32,100
+1,000
| +3% | +$67.3K | 0.01% | 563 |
|
|
2022
Q4 | $2.22M | Buy |
31,100
+2,000
| +7% | +$134K | 0.02% | 674 |
|
|
2022
Q3 | $1.98M | Buy |
29,100
+3,300
| +13% | +$250K | 0.01% | 754 |
|
|
2022
Q2 | $1.84M | Sell |
25,800
-79,800
| -76% | -$5.86M | 0.01% | 803 |
|
|
2022
Q1 | $7.66M | Sell |
105,600
-54,800
| -34% | -$3.71M | 0.02% | 557 |
|
|
2021
Q4 | $11M | Sell |
160,400
-4,600
| -3% | -$293K | 0.02% | 572 |
|
|
2021
Q3 | $10.2M | Buy |
165,000
+27,500
| +20% | +$1.77M | 0.02% | 613 |
|
|
2021
Q2 | $8.32M | Sell |
137,500
-8,300
| -6% | -$531K | 0.02% | 585 |
|
|
2021
Q1 | $9.06M | Buy |
145,800
+31,200
| +27% | +$1.87M | 0.03% | 486 |
|
|
2020
Q4 | $7.04M | Buy |
114,600
+10,600
| +10% | +$637K | 0.02% | 493 |
|
|
2020
Q3 | $5.64M | Buy |
104,000
+19,300
| +23% | +$1.03M | 0.03% | 484 |
|
|
2020
Q2 | $4.39M | Buy |
84,700
+21,200
| +33% | +$1.18M | 0.03% | 476 |
|
|
2020
Q1 | $3.44M | Sell |
63,500
-35,000
| -36% | -$2.22M | 0.06% | 373 |
|
|
2019
Q4 | $6.27M | Sell |
98,500
-3,100
| -3% | -$192K | 0.03% | 479 |
|
|
2019
Q3 | $6.28M | Buy |
101,600
+2,200
| +2% | +$128K | 0.04% | 384 |
|
|
2019
Q2 | $5.5M | Sell |
99,400
-91,800
| -48% | -$4.91M | 0.04% | 432 |
|
|
2019
Q1 | $9.88M | Sell |
191,200
-105,500
| -36% | -$5.17M | 0.09% | 213 |
|
|
2018
Q4 | $13M | Sell |
296,700
-567,300
| -66% | -$25.8M | 0.16% | 102 |
|
|
2018
Q3 | $37.7M | Buy |
864,000
+863,900
| +863,900% | +$39.8M | 0.43% | 31 |
|
|
2018
Q2 | $5K | Buy |
+100
| New | +$4.48K | ﹤0.01% | 680 |
|
|
2017
Q1 | – | Sell |
-1,500
| Closed | -$72K | – | 1099 |
|
|
2016
Q4 | $72K | Buy |
+1,500
| New | +$73.7K | ﹤0.01% | 870 |
|
Other funds holding SO
VCM
VPM
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.