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Chicago Capital’s Southern Company SO Stock Holding History

Chicago Capital’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 		$608K Sell
6,357
-18
-0.3% -$1.7K 0.01% 258
2026
Q1 		$615K Hold
6,375
– – 0.02% 246
2025
Q4 		$556K Sell
6,375
-516
-7% -$47.1K 0.01% 249
2025
Q3 		$653K Sell
6,891
-100
-1% -$9.34K 0.02% 223
2025
Q2 		$642K Hold
6,991
– – 0.02% 225
2025
Q1 		$643K Hold
6,991
– – 0.02% 215
2024
Q4 		$575K Buy
6,991
+50
+0.7% +$4.39K 0.02% 214
2024
Q3 		$626K Hold
6,941
– – 0.02% 207
2024
Q2 		$538K Hold
6,941
– – 0.02% 217
2024
Q1 		$498K Sell
6,941
-667
-9% -$46K 0.02% 217
2023
Q4 		$533K Hold
7,608
– – 0.02% 186
2023
Q3 		$492K Hold
7,608
– – 0.02% 149
2023
Q2 		$534K Hold
7,608
– – 0.02% 149
2023
Q1 		$529K Buy
7,608
+1,333
+21% +$89.8K 0.03% 154
2022
Q4 		$448K Hold
6,275
– – 0.02% 164
2022
Q3 		$427K Sell
6,275
-31
-0.5% -$2.35K 0.02% 173
2022
Q2 		$450K Hold
6,306
– – 0.02% 170
2022
Q1 		$457K Buy
6,306
+1
+0% +$68 0.02% 179
2021
Q4 		$432K Buy
6,305
+500
+9% +$31.9K 0.02% 193
2021
Q3 		$360K Hold
5,805
– – 0.01% 202
2021
Q2 		$351K Buy
5,805
+746
+15% +$47.7K 0.01% 205
2021
Q1 		$314K Hold
5,059
– – 0.01% 207
2020
Q4 		$311K Buy
5,059
+1
+0% +$60 0.01% 201
2020
Q3 		$274K Hold
5,058
– – 0.01% 197
2020
Q2 		$262K Hold
5,058
– – 0.02% 196
2020
Q1 		$274K Hold
5,058
– – 0.02% 172
2019
Q4 		$322K Buy
5,058
+1
+0% +$62 0.02% 184
2019
Q3 		$312K Hold
5,057
– – 0.02% 185
2019
Q2 		$280K Hold
5,057
– – 0.02% 194
2019
Q1 		$261K Buy
5,057
+27
+0.5% +$1.32K 0.02% 189
2018
Q4 		$221K Hold
5,030
– – 0.02% 194
2018
Q3 		$219K Hold
5,030
– – 0.02% 208
2018
Q2 		$233K Buy
5,030
+350
+7% +$15.7K 0.02% 214
2018
Q1 		$209K Buy
+4,680
New +$208K 0.03% 154

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Chicago Capital's SO Position: Q2 2026 in Review

Chicago Capital reduced its Southern Company (SO) stake by 0.28% in Q2 2026, selling an estimated $1.7K and leaving 6,357 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #258.

Chicago Capital first reported a position in SO in Q1 2018 and has held it in 34 quarters since. The position peaked at $653K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Chicago Capital held 6,357 shares of Southern Company worth $608K as of Q2 2026.
  • Chicago Capital sold 18 Southern Company shares in Q2 2026, an estimated $1.7K.
  • Southern Company made up 0.01% of Chicago Capital's portfolio in Q2 2026, its #258 holding.
  • Chicago Capital first reported a position in Southern Company in Q1 2018 and has held it in 34 quarters since.
  • Chicago Capital's Southern Company position peaked at $653K in Q3 2025.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.