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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
Q2 		$630K Buy
+6,579
New +$619K 0.02% 486
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CSS LLC's SO Position: Q2 2026 in Review

CSS LLC opened a new position in Southern Company (SO) in Q2 2026: 6,579 shares worth $630K. The stake represents 0.02% of the portfolio and ranks #486 among its holdings. This is a return to the name: CSS LLC previously reported a position in SO as recently as Q4 2025.

CSS LLC first reported a position in SO in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.07M in Q2 2024. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CSS LLC held 6,579 shares of Southern Company worth $630K as of Q2 2026.
  • Southern Company was a new CSS LLC position in Q2 2026.
  • Southern Company made up 0.02% of CSS LLC's portfolio in Q2 2026, its #486 holding.
  • CSS LLC first reported a position in Southern Company in Q2 2024 and has held it in 3 quarters since.
  • CSS LLC's Southern Company position peaked at $2.07M in Q2 2024.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CSS LLC's 13F filing for Q2 2026, filed 14 Aug 2026.