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Fusion Capital’s Southern Company SO Stock Holding History

Fusion 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
Q1 		$474K Buy
4,910
+11
+0.2% +$1.02K 0.13% 62
2025
Q4 		$427K Buy
4,899
+12
+0.2% +$1.1K 0.12% 67
2025
Q3 		$460K Sell
4,887
-66
-1% -$6.16K 0.13% 66
2025
Q2 		$455K Buy
4,953
+1,278
+35% +$115K 0.16% 63
2025
Q1 		$338K Sell
3,675
-35
-0.9% -$3.03K 0.13% 64
2024
Q4 		$305K Sell
3,710
-166
-4% -$14.6K 0.12% 70
2024
Q3 		$350K Buy
3,876
+10
+0.3% +$854 0.15% 64
2024
Q2 		$300K Sell
3,866
-663
-15% -$50.2K 0.14% 65
2024
Q1 		$325K Buy
4,529
+47
+1% +$3.24K 0.15% 64
2023
Q4 		$314K Sell
4,482
-1,274
-22% -$87.5K 0.16% 60
2023
Q3 		$373K Buy
5,756
+4
+0.1% +$278 0.21% 48
2023
Q2 		$404K Buy
5,752
+273
+5% +$19.6K 0.23% 48
2023
Q1 		$381K Buy
5,479
+375
+7% +$25.3K 0.22% 47
2022
Q4 		$365K Buy
5,104
+25
+0.5% +$1.67K 0.22% 46
2022
Q3 		$346K Sell
5,079
-70
-1% -$5.3K 0.23% 49
2022
Q2 		$367K Buy
5,149
+42
+0.8% +$3.08K 0.23% 51
2022
Q1 		$370K Buy
5,107
+23
+0.5% +$1.56K 0.19% 59
2021
Q4 		$349K Buy
5,084
+223
+5% +$14.2K 0.18% 61
2021
Q3 		$301K Buy
4,861
+23
+0.5% +$1.48K 0.18% 60
2021
Q2 		$293K Buy
4,838
+245
+5% +$15.7K 0.18% 61
2021
Q1 		$286K Sell
4,593
-2,489
-35% -$149K 0.19% 58
2020
Q4 		$435K Buy
7,082
+1,456
+26% +$87.5K 0.31% 42
2020
Q3 		$305K Sell
5,626
-168
-3% -$8.98K 0.27% 47
2020
Q2 		$300K Buy
5,794
+9
+0.2% +$500 0.29% 41
2020
Q1 		$313K Buy
+5,785
New +$366K 0.37% 36

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

Fusion Capital's SO Position: Q1 2026 in Review

Fusion Capital increased its Southern Company (SO) stake by 0.22% in Q1 2026, buying an estimated $1.02K and bringing the position to 4,910 shares worth $474K. The position accounts for 0.13% of the portfolio, ranked #62.

Fusion Capital first reported a position in SO in Q1 2020 and has held it in 25 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Fusion Capital held 4,910 shares of Southern Company worth $474K as of Q1 2026.
  • Fusion Capital bought 11 Southern Company shares in Q1 2026, an estimated $1.02K.
  • Southern Company made up 0.13% of Fusion Capital's portfolio in Q1 2026, its #62 holding.
  • Fusion Capital first reported a position in Southern Company in Q1 2020 and has held it in 25 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fusion Capital's 13F filing for Q1 2026, filed 13 May 2026.