EntryPoint Capital’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$916K Buy
+9,568
New +$901K 0.22% 102
2025
Q4
Sell
-10,866
Closed -$1.03M 848
2025
Q3
$1.03M Buy
+10,866
New +$1.01M 0.4% 19
2025
Q1
Sell
-6,085
Closed -$501K 934
2024
Q4
$501K Buy
6,085
+2,088
+52% +$183K 0.21% 104
2024
Q3
$360K Buy
+3,997
New +$341K 0.21% 171
2024
Q1
Sell
-6
Closed -$421 1729
2023
Q4
$421 Buy
+6
New +$412 ﹤0.01% 1296

Other funds holding SO

EntryPoint Capital's SO Position: Q2 2026 in Review

EntryPoint Capital opened a new position in Southern Company (SO) in Q2 2026: 9,568 shares worth $916K. The stake represents 0.22% of the portfolio and ranks #102 among its holdings. This is a return to the name: EntryPoint Capital previously reported a position in SO as recently as Q3 2025.

EntryPoint Capital first reported a position in SO in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • EntryPoint Capital held 9,568 shares of Southern Company worth $916K as of Q2 2026.
  • Southern Company was a new EntryPoint Capital position in Q2 2026.
  • Southern Company made up 0.22% of EntryPoint Capital's portfolio in Q2 2026, its #102 holding.
  • EntryPoint Capital first reported a position in Southern Company in Q4 2023 and has held it in 5 quarters since.
  • EntryPoint Capital's Southern Company position peaked at $1.03M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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