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Elequin Capital’s Southern Company SO Stock Holding History

Elequin Capital’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 		$922K Buy
9,638
+7,655
+386% +$721K 0.03% 130
2026
Q1 		$191K Sell
1,983
-4,527
-70% -$419K 0.02% 105
2025
Q4 		$568K Buy
+6,510
New +$594K 0.04% 88
2025
Q1 		– Sell
-498
Closed -$41K – 609
2024
Q4 		$41K Buy
498
+188
+61% +$16.5K ﹤0.01% 179
2024
Q3 		$28K Buy
+310
New +$26.5K ﹤0.01% 124
2024
Q2 		– Sell
-139
Closed -$9.97K – 342
2024
Q1 		$9.97K Buy
+139
New +$9.6K ﹤0.01% 107
2023
Q4 		– Sell
-1,253
Closed -$81.1K – 481
2023
Q3 		$81.1K Buy
1,253
+1,031
+464% +$71.6K 0.02% 152
2023
Q2 		$15.6K Buy
+222
New +$15.9K 0.01% 256
2022
Q3 		– Sell
-858
Closed -$61K – 663
2022
Q2 		$61K Sell
858
-133
-13% -$9.77K 0.01% 125
2022
Q1 		$72K Buy
+991
New +$67.1K 0.01% 41

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 $3.38T AUM 44.17% 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

Elequin Capital's SO Position: Q2 2026 in Review

Elequin Capital increased its Southern Company (SO) stake by 386% in Q2 2026, buying an estimated $721K and bringing the position to 9,638 shares worth $922K. The position accounts for 0.03% of the portfolio, ranked #130.

Elequin Capital first reported a position in SO in Q1 2022 and has held it in 10 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Elequin Capital held 9,638 shares of Southern Company worth $922K as of Q2 2026.
  • Elequin Capital bought 7,655 Southern Company shares in Q2 2026, an estimated $721K.
  • Southern Company made up 0.03% of Elequin Capital's portfolio in Q2 2026, its #130 holding.
  • Elequin Capital first reported a position in Southern Company in Q1 2022 and has held it in 10 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.