CSS LLC’s Southern Company SO Stock Holding History

CSS LLC’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	–	Sell	-11,156	Closed	-$973K	–	1175
2025 Q4	$973K	Buy	+11,156	New	+$1.02M	0.04%	333
2024 Q3	–	Sell	-26,700	Closed	-$2.07M	–	991
2024 Q2	$2.07M	Buy	+26,700	New	+$2.02M	0.11%	140

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

CSS LLC's SO Position: Q1 2026 in Review

CSS LLC sold out of Southern Company (SO) in Q1 2026, closing a stake of 11,156 shares — an estimated $973K sold.

CSS LLC first reported a position in SO in Q2 2024 and held it in 2 quarters. The position peaked at $2.07M in Q2 2024. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

CSS LLC reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
CSS LLC sold 11,156 Southern Company shares in Q1 2026, an estimated $973K.
CSS LLC first reported a position in Southern Company in Q2 2024 and held it in 2 quarters.
CSS LLC's Southern Company position peaked at $2.07M in Q2 2024.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on CSS LLC's 13F filing for Q1 2026, filed 15 May 2026.