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 Q3	$224K	Hold	2,698	–	–	0.12%	109
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Crew Capital Management's SO Position: Q3 2026 in Review

Crew Capital Management held its Southern Company (SO) position steady in Q3 2026 at 2,698 shares worth $224K. The position accounts for 0.12% of the portfolio, ranked #109.

Crew Capital Management first reported a position in SO in Q1 2024 and has held it in 11 quarters since. The position peaked at $260K in Q1 2026. 933 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Crew Capital Management held 2,698 shares of Southern Company worth $224K as of Q3 2026.
Crew Capital Management left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.12% of Crew Capital Management's portfolio in Q3 2026, its #109 holding.
Crew Capital Management first reported a position in Southern Company in Q1 2024 and has held it in 11 quarters since.
Crew Capital Management's Southern Company position peaked at $260K in Q1 2026.
933 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Crew Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.