FPL
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Fortress Private Ledger’s Southern Company SO Stock Holding History

Fortress Private Ledger’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 		$575K Sell
5,959
-456
-7% -$42.2K 0.18% 122
2025
Q4 		$559K Buy
6,415
+266
+4% +$24.3K 0.18% 107
2025
Q3 		$583K Sell
6,149
-9
-0.1% -$840 0.21% 93
2025
Q2 		$565K Buy
6,158
+355
+6% +$31.9K 0.26% 82
2025
Q1 		$534K Buy
5,803
+97
+2% +$8.4K 0.3% 72
2024
Q4 		$470K Buy
+5,706
New +$501K 0.29% 76

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

Fortress Private Ledger's SO Position: Q1 2026 in Review

Fortress Private Ledger reduced its Southern Company (SO) stake by 7.1% in Q1 2026, selling an estimated $42.2K and leaving 5,959 shares worth $575K. The position accounts for 0.18% of the portfolio, ranked #122.

Fortress Private Ledger first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $583K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Fortress Private Ledger held 5,959 shares of Southern Company worth $575K as of Q1 2026.
  • Fortress Private Ledger sold 456 Southern Company shares in Q1 2026, an estimated $42.2K.
  • Southern Company made up 0.18% of Fortress Private Ledger's portfolio in Q1 2026, its #122 holding.
  • Fortress Private Ledger first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Fortress Private Ledger's Southern Company position peaked at $583K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.