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Curat Global’s Southern Company SO Stock Holding History

Curat Global’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 		$51.5K Sell
534
-40
-7% -$3.7K 0.05% 174
2025
Q4 		$52.3K Hold
574
– – 0.06% 166
2025
Q3 		$55.5K Hold
574
– – 0.05% 172
2025
Q2 		$53.1K Buy
574
+40
+7% +$3.59K 0.05% 172
2025
Q1 		$49.1K Buy
+534
New +$46.2K 0.06% 185

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Curat Global's SO Position: Q1 2026 in Review

Curat Global reduced its Southern Company (SO) stake by 7% in Q1 2026, selling an estimated $3.7K and leaving 534 shares worth $51.5K. The position accounts for 0.05% of the portfolio, ranked #174.

Curat Global first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $55.5K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Curat Global held 534 shares of Southern Company worth $51.5K as of Q1 2026.
  • Curat Global sold 40 Southern Company shares in Q1 2026, an estimated $3.7K.
  • Southern Company made up 0.05% of Curat Global's portfolio in Q1 2026, its #174 holding.
  • Curat Global first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • Curat Global's Southern Company position peaked at $55.5K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Curat Global's 13F filing for Q1 2026, filed 21 Apr 2026.