CM
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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
Q1 		$212K Sell
2,200
-600
-21% -$55.5K ﹤0.01% 727
2025
Q4 		$244K Buy
2,800
+900
+47% +$82.2K ﹤0.01% 542
2025
Q3 		$180K Buy
1,900
+600
+46% +$56K ﹤0.01% 634
2025
Q2 		$119K Buy
+1,300
New +$117K ﹤0.01% 476
2023
Q2 		– Sell
-50,000
Closed -$3.48M – 750
2023
Q1 		$3.48M Buy
+50,000
New +$3.37M 0.04% 266
2022
Q4 		– Sell
-110,000
Closed -$7.48M – 886
2022
Q3 		$7.48M Buy
+110,000
New +$8.33M 0.1% 202

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

Capula Management's SO Position: Q1 2026 in Review

Capula Management increased its Southern Company (SO) stake by 708% in Q1 2026, buying an estimated $1.05M and bringing the position to 12,944 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #327.

Capula Management first reported a position in SO in Q2 2021 and has held it in 8 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Capula Management held 12,944 shares of Southern Company worth $1.25M as of Q1 2026.
  • Capula Management bought 11,343 Southern Company shares in Q1 2026, an estimated $1.05M.
  • Southern Company made up 0.01% of Capula Management's portfolio in Q1 2026, its #327 holding.
  • Capula Management first reported a position in Southern Company in Q2 2021 and has held it in 8 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.