Fjell Capital
SO icon

Fjell Capital’s Southern Company SO Stock Holding History

Fjell 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
Q3 		$495K Buy
5,971
+445
+8% +$40.6K 0.28% 64
2026
Q2 		$529K Buy
5,526
+163
+3% +$15.3K 0.36% 53
2026
Q1 		$518K Buy
5,363
+320
+6% +$29.6K 0.4% 49
2025
Q4 		$440K Buy
5,043
+885
+21% +$80.8K 0.34% 51
2025
Q3 		$394K Buy
+4,158
New +$388K 0.35% 51

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fjell Capital's SO Position: Q3 2026 in Review

Fjell Capital increased its Southern Company (SO) stake by 8.1% in Q3 2026, buying an estimated $40.6K and bringing the position to 5,971 shares worth $495K. The position accounts for 0.28% of the portfolio, ranked #64.

Fjell Capital first reported a position in SO in Q3 2025 and has held it in 5 quarters since. The position peaked at $529K in Q2 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Fjell Capital held 5,971 shares of Southern Company worth $495K as of Q3 2026.
  • Fjell Capital bought 445 Southern Company shares in Q3 2026, an estimated $40.6K.
  • Southern Company made up 0.28% of Fjell Capital's portfolio in Q3 2026, its #64 holding.
  • Fjell Capital first reported a position in Southern Company in Q3 2025 and has held it in 5 quarters since.
  • Fjell Capital's Southern Company position peaked at $529K in Q2 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Fjell Capital's 13F filing for Q3 2026, filed 13 Oct 2026.