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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
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 $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

Constitution Capital's SO Position: Q2 2026 in Review

Constitution Capital reduced its Southern Company (SO) stake by 2.9% in Q2 2026, selling an estimated $37.7K and leaving 13,275 shares worth $1.27M. The position accounts for 0.65% of the portfolio, ranked #31.

Constitution Capital first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.95M in Q3 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Constitution Capital held 13,275 shares of Southern Company worth $1.27M as of Q2 2026.
  • Constitution Capital sold 400 Southern Company shares in Q2 2026, an estimated $37.7K.
  • Southern Company made up 0.65% of Constitution Capital's portfolio in Q2 2026, its #31 holding.
  • Constitution Capital first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Constitution Capital's Southern Company position peaked at $1.95M in Q3 2025.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Constitution Capital's 13F filing for Q2 2026, filed 9 Jul 2026.