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CFO Capital Management’s Southern Company SO Stock Holding History

CFO Capital 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 		$1.26M Buy
12,950
+138
+1% +$12.8K 1.03% 26
2025
Q4 		$1.12M Buy
+12,812
New +$1.17M 0.84% 33

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CFO Capital Management's SO Position: Q1 2026 in Review

CFO Capital Management increased its Southern Company (SO) stake by 1.1% in Q1 2026, buying an estimated $12.8K and bringing the position to 12,950 shares worth $1.26M. The position accounts for 1.03% of the portfolio, ranked #26.

CFO Capital Management first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,355 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • CFO Capital Management held 12,950 shares of Southern Company worth $1.26M as of Q1 2026.
  • CFO Capital Management bought 138 Southern Company shares in Q1 2026, an estimated $12.8K.
  • Southern Company made up 1.03% of CFO Capital Management's portfolio in Q1 2026, its #26 holding.
  • CFO Capital Management first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,355 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.