Dark Forest Capital Management’s Southern Company SO Stock Holding History

Dark Forest 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 Q2	–	Sell	-31,084	Closed	-$3M	–	1019
2026 Q1	$3M	Sell	31,084 -24,944	-45%	-$2.31M	0.27%	89
2025 Q4	$4.89M	Buy	56,028 +9,589	+21%	+$875K	0.22%	99
2025 Q3	$4.4M	Buy	+46,439	New	+$4.34M	0.17%	169
2024 Q4	–	Sell	-17,434	Closed	-$1.57M	–	1263
2024 Q3	$1.57M	Buy	+17,434	New	+$1.49M	0.2%	101
2023 Q3	–	Sell	-5,315	Closed	-$373K	–	1302
2023 Q2	$373K	Buy	5,315 +4,704	+770%	+$337K	0.03%	740
2023 Q1	$42.5K	Buy	+611	New	+$41.1K	0.01%	869
2022 Q4	–	Sell	-271	Closed	-$18K	–	1462
2022 Q3	$18K	Buy	271 +268	+8,933%	+$20.3K	﹤0.01%	640
2022 Q2	$0	Buy	+3	New	+$220	﹤0.01%	1338
2022 Q1	–	Sell	-35	Closed	-$2K	–	1723
2021 Q4	$2K	Buy	+35	New	+$2.23K	﹤0.01%	1305
2021 Q3	–	Sell	-3,710	Closed	-$224K	–	1525
2021 Q2	$224K	Buy	+3,710	New	+$237K	0.1%	156

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dark Forest Capital Management's SO Position: Q2 2026 in Review

Dark Forest Capital Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 31,084 shares — an estimated $3M sold.

Dark Forest Capital Management first reported a position in SO in Q2 2021 and held it in 10 quarters. The position peaked at $4.89M in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Dark Forest Capital Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Dark Forest Capital Management sold 31,084 Southern Company shares in Q2 2026, an estimated $3M.
Dark Forest Capital Management first reported a position in Southern Company in Q2 2021 and held it in 10 quarters.
Dark Forest Capital Management's Southern Company position peaked at $4.89M in Q4 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.