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
Q2 		$546K Sell
5,700
-27,800
-83% -$2.62M ﹤0.01% 376
2026
Q1 		$3.23M Buy
33,500
+30,800
+1,141% +$2.85M 0.02% 175
2025
Q4 		$235K Hold
2,700
– – ﹤0.01% 553
2025
Q3 		$256K Buy
2,700
+600
+29% +$56K ﹤0.01% 557
2025
Q2 		$193K Hold
2,100
– – ﹤0.01% 381
2025
Q1 		$193K Buy
+2,100
New +$182K ﹤0.01% 525

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
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. 2,359 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.
  • 2,359 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.