Capstone Wealth Management (Alabama)’s Southern Company SO Stock Holding History

Capstone Wealth Management (Alabama)’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	$753K	Buy	7,867 +28	+0.4%	+$2.64K	0.35%	34
2026 Q1	$757K	Buy	7,839 +41	+0.5%	+$3.79K	0.53%	26
2025 Q4	$680K	Buy	7,798 +858	+12%	+$78.3K	0.5%	26
2025 Q3	$658K	Buy	6,940 +901	+15%	+$84.1K	0.51%	25
2025 Q2	$555K	Buy	6,039 +4	+0.1%	+$359	0.49%	25
2025 Q1	$555K	Sell	6,035 -902	-13%	-$78.1K	0.55%	23
2024 Q4	$571K	Buy	+6,937	New	+$609K	0.56%	23

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s SO Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Southern Company (SO) stake by 0.36% in Q2 2026, buying an estimated $2.64K and bringing the position to 7,867 shares worth $753K. The position accounts for 0.35% of the portfolio, ranked #34.

Capstone Wealth Management (Alabama) first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $757K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Capstone Wealth Management (Alabama) held 7,867 shares of Southern Company worth $753K as of Q2 2026.
Capstone Wealth Management (Alabama) bought 28 Southern Company shares in Q2 2026, an estimated $2.64K.
Southern Company made up 0.35% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #34 holding.
Capstone Wealth Management (Alabama) first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management (Alabama)'s Southern Company position peaked at $757K in Q1 2026.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.