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Fidelis Capital Partners’s Southern Company SO Stock Holding History

Fidelis Capital Partners’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 		$1.95M Buy
20,181
+152
+0.8% +$14.1K 0.14% 128
2025
Q4 		$1.75M Sell
20,029
-1,031
-5% -$94.1K 0.13% 130
2025
Q3 		$2M Buy
21,060
+8,055
+62% +$752K 0.16% 112
2025
Q2 		$1.23M Buy
13,005
+587
+5% +$52.7K 0.11% 151
2025
Q1 		$1.12M Sell
12,418
-106
-0.8% -$9.18K 0.12% 141
2024
Q4 		$1.05M Buy
12,524
+2,107
+20% +$185K 0.11% 159
2024
Q3 		$981K Buy
10,417
+104
+1% +$8.88K 0.12% 154
2024
Q2 		$900K Sell
10,313
-450
-4% -$34.1K 0.13% 145
2024
Q1 		$772K Buy
10,763
+1,147
+12% +$79.2K 0.12% 162
2023
Q4 		$674K Buy
9,616
+122
+1% +$8.38K 0.15% 141
2023
Q3 		$614K Buy
9,494
+2,570
+37% +$178K 0.21% 112
2023
Q2 		$486K Buy
6,924
+15
+0.2% +$1.08K 0.18% 134
2023
Q1 		$518K Buy
6,909
+3,135
+83% +$211K 0.22% 116
2022
Q4 		$270K Buy
+3,774
New +$252K 0.32% 89

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

Fidelis Capital Partners's SO Position: Q1 2026 in Review

Fidelis Capital Partners increased its Southern Company (SO) stake by 0.76% in Q1 2026, buying an estimated $14.1K and bringing the position to 20,181 shares worth $1.95M. The position accounts for 0.14% of the portfolio, ranked #128.

Fidelis Capital Partners first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2M in Q3 2025. 2,343 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Fidelis Capital Partners held 20,181 shares of Southern Company worth $1.95M as of Q1 2026.
  • Fidelis Capital Partners bought 152 Southern Company shares in Q1 2026, an estimated $14.1K.
  • Southern Company made up 0.14% of Fidelis Capital Partners's portfolio in Q1 2026, its #128 holding.
  • Fidelis Capital Partners first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
  • Fidelis Capital Partners's Southern Company position peaked at $2M in Q3 2025.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.