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Graham Capital Management’s Southern Company SO Stock Holding History

Graham 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 		$3.98M Sell
41,611
-87,606
-68% -$8.25M 0.07% 204
2026
Q1 		$12.5M Buy
+129,217
New +$12M 0.3% 64
2025
Q4 		– Sell
-35,213
Closed -$3.34M – 1566
2025
Q3 		$3.34M Buy
+35,213
New +$3.29M 0.05% 160
2025
Q1 		– Sell
-182,761
Closed -$15M – 1501
2024
Q4 		$15M Buy
182,761
+104,450
+133% +$9.16M 0.23% 44
2024
Q3 		$7.06M Buy
+78,311
New +$6.69M 0.12% 90
2024
Q1 		– Sell
-194,753
Closed -$13.7M – 1291
2023
Q4 		$13.7M Buy
194,753
+191,192
+5,369% +$13.1M 0.3% 50
2023
Q3 		$230K Buy
+3,561
New +$247K 0.01% 811

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Graham Capital Management reduced its Southern Company (SO) stake by 68% in Q2 2026, selling an estimated $8.25M and leaving 41,611 shares worth $3.98M. The position accounts for 0.07% of the portfolio, ranked #204.

Graham Capital Management first reported a position in SO in Q3 2023 and has held it in 7 quarters since. The position peaked at $15M in Q4 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Graham Capital Management held 41,611 shares of Southern Company worth $3.98M as of Q2 2026.
  • Graham Capital Management sold 87,606 Southern Company shares in Q2 2026, an estimated $8.25M.
  • Southern Company made up 0.07% of Graham Capital Management's portfolio in Q2 2026, its #204 holding.
  • Graham Capital Management first reported a position in Southern Company in Q3 2023 and has held it in 7 quarters since.
  • Graham Capital Management's Southern Company position peaked at $15M in Q4 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.