Fourpath Capital Management’s Southern Company SO Stock Holding History

Fourpath Capital Management’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 Q2	$989K	Buy	10,333 +398	+4%	+$37.5K	0.13%	119
2026 Q1	$959K	Buy	9,935 +2	+0%	+$185	0.14%	106
2025 Q4	$866K	Sell	9,933 -46	-0.5%	-$4.2K	0.12%	110
2025 Q3	$946K	Sell	9,979 -908	-8%	-$84.8K	0.13%	105
2025 Q2	$1,000K	Sell	10,887 -1,710	-14%	-$154K	0.16%	95
2025 Q1	$1.16M	Sell	12,597 -81	-0.6%	-$7.01K	0.2%	85
2024 Q4	$1.04M	Sell	12,678 -65	-0.5%	-$5.7K	0.19%	88
2024 Q3	$1.15M	Sell	12,743 -3,576	-22%	-$305K	0.21%	87
2024 Q2	$1.27M	Sell	16,319 -1,472	-8%	-$112K	0.94%	20
2024 Q1	$1.28M	Sell	17,791 -286	-2%	-$19.7K	0.89%	20
2023 Q4	$1.27M	Sell	18,077 -399	-2%	-$27.4K	0.86%	22
2023 Q3	$1.2M	Sell	18,476 -15	-0.1%	-$1.04K	0.9%	26
2023 Q2	$1.3M	Sell	18,491 -1,733	-9%	-$124K	1.57%	11
2023 Q1	$1.41M	Hold	20,224	–	–	0.98%	17
2022 Q4	$1.44M	Buy	20,224 +484	+2%	+$32.4K	1.05%	20
2022 Q3	$1.34M	Buy	19,740 +25	+0.1%	+$1.89K	0.92%	23
2022 Q2	$1.41M	Sell	19,715 -1,212	-6%	-$89K	0.87%	21
2022 Q1	$1.52M	Hold	20,927	–	–	0.6%	33
2021 Q4	$1.44M	Buy	+20,927	New	+$1.33M	0.55%	33

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fourpath Capital Management's SO Position: Q2 2026 in Review

Fourpath Capital Management increased its Southern Company (SO) stake by 4% in Q2 2026, buying an estimated $37.5K and bringing the position to 10,333 shares worth $989K. The position accounts for 0.13% of the portfolio, ranked #119.

Fourpath Capital Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q1 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Fourpath Capital Management held 10,333 shares of Southern Company worth $989K as of Q2 2026.
Fourpath Capital Management bought 398 Southern Company shares in Q2 2026, an estimated $37.5K.
Southern Company made up 0.13% of Fourpath Capital Management's portfolio in Q2 2026, its #119 holding.
Fourpath Capital Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
Fourpath Capital Management's Southern Company position peaked at $1.52M in Q1 2022.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.