Capula Management’s Southern Company SO Stock Holding History

Capula Management’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	$212K	Sell	2,210 -10,734	-83%	-$1.01M	﹤0.01%	530
2026 Q1	$1.25M	Buy	12,944 +11,343	+708%	+$1.05M	0.01%	327
2025 Q4	$140K	Buy	+1,601	New	+$146K	﹤0.01%	663
2025 Q3	–	Sell	-730	Closed	-$68.1K	–	889
2025 Q2	$67K	Sell	730 -511	-41%	-$45.9K	﹤0.01%	559
2025 Q1	$114K	Sell	1,241 -4,833	-80%	-$418K	﹤0.01%	609
2024 Q4	$500K	Buy	+6,074	New	+$533K	﹤0.01%	168
2023 Q2	–	Sell	-1,035	Closed	-$72K	–	751
2023 Q1	$72K	Buy	+1,035	New	+$69.7K	﹤0.01%	648
2022 Q4	–	Sell	-6,640	Closed	-$452K	–	887
2022 Q3	$452K	Buy	+6,640	New	+$503K	0.01%	491
2021 Q3	–	Sell	-4,332	Closed	-$262K	–	1047
2021 Q2	$262K	Buy	+4,332	New	+$277K	﹤0.01%	611

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capula Management's SO Position: Q2 2026 in Review

Capula Management reduced its Southern Company (SO) stake by 83% in Q2 2026, selling an estimated $1.01M and leaving 2,210 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Capula Management first reported a position in SO in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.25M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Capula Management held 2,210 shares of Southern Company worth $212K as of Q2 2026.
Capula Management sold 10,734 Southern Company shares in Q2 2026, an estimated $1.01M.
Southern Company made up ﹤0.01% of Capula Management's portfolio in Q2 2026, its #530 holding.
Capula Management first reported a position in Southern Company in Q2 2021 and has held it in 9 quarters since.
Capula Management's Southern Company position peaked at $1.25M in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Capula Management's 13F filing for Q2 2026, filed 14 Aug 2026.