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 | $7.88M | Buy |
81,600
+38,000
| +87% | +$3.52M | 0.01% | 340 |
|
|
2025
Q4 | $3.8M | Sell |
43,600
-300
| -0.7% | -$27.4K | 0.01% | 426 |
|
|
2025
Q3 | $4.16M | Buy |
43,900
+16,100
| +58% | +$1.5M | 0.01% | 526 |
|
|
2025
Q2 | $2.55M | Sell |
27,800
-24,000
| -46% | -$2.16M | 0.01% | 566 |
|
|
2025
Q1 | $4.76M | Sell |
51,800
-42,300
| -45% | -$3.66M | 0.01% | 467 |
|
|
2024
Q4 | $7.75M | Buy |
94,100
+15,800
| +20% | +$1.39M | 0.02% | 412 |
|
|
2024
Q3 | $7.06M | Sell |
78,300
-22,100
| -22% | -$1.89M | 0.02% | 376 |
|
|
2024
Q2 | $7.79M | Buy |
100,400
+16,300
| +19% | +$1.24M | 0.02% | 351 |
|
|
2024
Q1 | $6.03M | Sell |
84,100
-82,400
| -49% | -$5.69M | 0.02% | 384 |
|
|
2023
Q4 | $11.7M | Buy |
166,500
+69,000
| +71% | +$4.74M | 0.04% | 314 |
|
|
2023
Q3 | $6.31M | Buy |
97,500
+14,100
| +17% | +$979K | 0.03% | 372 |
|
|
2023
Q2 | $5.86M | Buy |
83,400
+2,900
| +4% | +$208K | 0.03% | 349 |
|
|
2023
Q1 | $5.6M | Buy |
80,500
+28,100
| +54% | +$1.89M | 0.03% | 339 |
|
|
2022
Q4 | $3.74M | Buy |
52,400
+6,600
| +14% | +$441K | 0.03% | 486 |
|
|
2022
Q3 | $3.11M | Buy |
45,800
+3,500
| +8% | +$265K | 0.02% | 570 |
|
|
2022
Q2 | $3.02M | Sell |
42,300
-285,600
| -87% | -$21M | 0.01% | 597 |
|
|
2022
Q1 | $23.8M | Sell |
327,900
-325,500
| -50% | -$22M | 0.07% | 223 |
|
|
2021
Q4 | $44.8M | Buy |
653,400
+99,300
| +18% | +$6.33M | 0.07% | 232 |
|
|
2021
Q3 | $34.3M | Buy |
554,100
+110,000
| +25% | +$7.08M | 0.07% | 272 |
|
|
2021
Q2 | $26.9M | Buy |
444,100
+71,200
| +19% | +$4.55M | 0.06% | 292 |
|
|
2021
Q1 | $23.2M | Sell |
372,900
-57,200
| -13% | -$3.42M | 0.07% | 266 |
|
|
2020
Q4 | $26.4M | Buy |
430,100
+37,700
| +10% | +$2.27M | 0.09% | 185 |
|
|
2020
Q3 | $21.3M | Buy |
392,400
+52,200
| +15% | +$2.79M | 0.11% | 162 |
|
|
2020
Q2 | $17.6M | Sell |
340,200
-65,000
| -16% | -$3.61M | 0.12% | 155 |
|
|
2020
Q1 | $21.9M | Sell |
405,200
-229,000
| -36% | -$14.5M | 0.35% | 41 |
|
|
2019
Q4 | $40.4M | Buy |
634,200
+158,200
| +33% | +$9.8M | 0.22% | 104 |
|
|
2019
Q3 | $29.4M | Buy |
476,000
+126,200
| +36% | +$7.31M | 0.2% | 106 |
|
|
2019
Q2 | $19.3M | Buy |
349,800
+96,800
| +38% | +$5.18M | 0.14% | 162 |
|
|
2019
Q1 | $13.1M | Buy |
253,000
+166,500
| +192% | +$8.16M | 0.12% | 172 |
|
|
2018
Q4 | $3.8M | Sell |
86,500
-881,000
| -91% | -$40M | 0.05% | 307 |
|
|
2018
Q3 | $42.2M | Buy |
967,500
+952,100
| +6,182% | +$43.9M | 0.48% | 25 |
|
|
2018
Q2 | $713K | Buy |
+15,400
| New | +$689K | 0.01% | 438 |
|
|
2017
Q1 | – | Sell |
-7,900
| Closed | -$388K | – | 1100 |
|
|
2016
Q4 | $388K | Buy |
+7,900
| New | +$388K | 0.01% | 659 |
|
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.