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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Crew Capital Management's SO Position: Q1 2026 in Review

Crew Capital Management held its Southern Company (SO) position steady in Q1 2026 at 2,698 shares worth $260K. The position accounts for 0.17% of the portfolio, ranked #99.

Crew Capital Management first reported a position in SO in Q1 2024 and has held it in 9 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Crew Capital Management held 2,698 shares of Southern Company worth $260K as of Q1 2026.
Crew Capital Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.17% of Crew Capital Management's portfolio in Q1 2026, its #99 holding.
Crew Capital Management first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Crew Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.