Crew Capital Management’s Southern Company SO Stock Holding History

Crew 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 Q2	$258K	Hold	2,698	–	–	0.14%	100
2026 Q1	$260K	Hold	2,698	–	–	0.17%	99
2025 Q4	$235K	Hold	2,698	–	–	0.15%	101
2025 Q3	$256K	Hold	2,698	–	–	0.17%	101
2025 Q2	$248K	Hold	2,698	–	–	0.18%	106
2025 Q1	$248K	Hold	2,698	–	–	0.2%	125
2024 Q4	$222K	Hold	2,698	–	–	0.18%	133
2024 Q3	$243K	Sell	2,698 -500	-16%	-$42.7K	0.19%	120
2024 Q2	$248K	Hold	3,198	–	–	0.2%	102
2024 Q1	$229K	Buy	+3,198	New	+$221K	0.19%	106

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Crew Capital Management's SO Position: Q2 2026 in Review

Crew Capital Management held its Southern Company (SO) position steady in Q2 2026 at 2,698 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #100.

Crew Capital Management first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $260K in Q1 2026. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Crew Capital Management held 2,698 shares of Southern Company worth $258K as of Q2 2026.
Crew Capital Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.14% of Crew Capital Management's portfolio in Q2 2026, its #100 holding.
Crew Capital Management first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
Crew Capital Management's Southern Company position peaked at $260K in Q1 2026.
2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Crew Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.