Constitution Capital
SO icon

Constitution Capital’s Southern Company SO Stock Holding History

Constitution 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
Q3 		$1.08M Sell
13,025
-250
-2% -$22.8K 0.5% 32
2026
Q2 		$1.27M Sell
13,275
-400
-3% -$37.7K 0.65% 31
2026
Q1 		$1.32M Sell
13,675
-5,380
-28% -$498K 0.66% 29
2025
Q4 		$1.66M Sell
19,055
-1,500
-7% -$137K 0.79% 26
2025
Q3 		$1.95M Buy
20,555
+3,455
+20% +$323K 0.91% 25
2025
Q2 		$1.57M Buy
17,100
+4,080
+31% +$366K 0.8% 25
2025
Q1 		$1.2M Buy
13,020
+1,800
+16% +$156K 0.66% 29
2024
Q4 		$924K Buy
11,220
+1,350
+14% +$118K 0.52% 30
2024
Q3 		$890K Buy
9,870
+770
+8% +$65.8K 0.48% 27
2024
Q2 		$706K Buy
9,100
+900
+11% +$68.2K 0.37% 32
2024
Q1 		$588K Buy
8,200
+1,392
+20% +$96.1K 0.33% 37
2023
Q4 		$477K Buy
6,808
+300
+5% +$20.6K 0.29% 36
2023
Q3 		$421K Sell
6,508
-100
-2% -$6.94K 0.29% 40
2023
Q2 		$464K Sell
6,608
-86
-1% -$6.17K 0.26% 42
2023
Q1 		$466K Buy
6,694
+700
+12% +$47.1K 0.28% 43
2022
Q4 		$428K Sell
5,994
-1,500
-20% -$100K 0.26% 47
2022
Q3 		$510K Sell
7,494
-15,400
-67% -$1.17M 0.34% 37
2022
Q2 		$1.63M Buy
22,894
+6,100
+36% +$448K 1.05% 22
2022
Q1 		$1.22M Buy
16,794
+6,500
+63% +$440K 0.67% 27
2021
Q4 		$706K Buy
10,294
+700
+7% +$44.6K 0.38% 33
2021
Q3 		$595K Buy
9,594
+600
+7% +$38.6K 0.36% 36
2021
Q2 		$544K Buy
8,994
+429
+5% +$27.4K 0.33% 40
2021
Q1 		$532K Sell
8,565
-300
-3% -$18K 0.35% 35
2020
Q4 		$545K Buy
+8,865
New +$533K 0.39% 34

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Constitution Capital's SO Position: Q3 2026 in Review

Constitution Capital reduced its Southern Company (SO) stake by 1.9% in Q3 2026, selling an estimated $22.8K and leaving 13,025 shares worth $1.08M. The position accounts for 0.5% of the portfolio, ranked #32.

Constitution Capital first reported a position in SO in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.95M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Constitution Capital held 13,025 shares of Southern Company worth $1.08M as of Q3 2026.
  • Constitution Capital sold 250 Southern Company shares in Q3 2026, an estimated $22.8K.
  • Southern Company made up 0.5% of Constitution Capital's portfolio in Q3 2026, its #32 holding.
  • Constitution Capital first reported a position in Southern Company in Q4 2020 and has held it in 24 quarters since.
  • Constitution Capital's Southern Company position peaked at $1.95M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Constitution Capital's 13F filing for Q3 2026, filed 23 Oct 2026.