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 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 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

Elequin Capital's SO Position: Q1 2026 in Review

Elequin Capital reduced its Southern Company (SO) stake by 70% in Q1 2026, selling an estimated $419K and leaving 1,983 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #105.

Elequin Capital first reported a position in SO in Q1 2022 and has held it in 9 quarters since. The position peaked at $568K in Q4 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Elequin Capital held 1,983 shares of Southern Company worth $191K as of Q1 2026.
Elequin Capital sold 4,527 Southern Company shares in Q1 2026, an estimated $419K.
Southern Company made up 0.02% of Elequin Capital's portfolio in Q1 2026, its #105 holding.
Elequin Capital first reported a position in Southern Company in Q1 2022 and has held it in 9 quarters since.
Elequin Capital's Southern Company position peaked at $568K in Q4 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Elequin Capital's 13F filing for Q1 2026, filed 11 May 2026.