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Greenfield Seitz Capital Management’s Southern Company SO Stock Holding History

Greenfield Seitz 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 		$217K Hold
2,270
– – 0.06% 102
2026
Q1 		$219K Buy
+2,270
New +$210K 0.07% 103
2025
Q4 		– Sell
-2,270
Closed -$215K – 112
2025
Q3 		$215K Hold
2,270
– – 0.07% 102
2025
Q2 		$208K Sell
2,270
-69
-3% -$6.2K 0.07% 106
2025
Q1 		$215K Buy
+2,339
New +$202K 0.08% 104

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

Greenfield Seitz Capital Management's SO Position: Q2 2026 in Review

Greenfield Seitz Capital Management held its Southern Company (SO) position steady in Q2 2026 at 2,270 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #102.

Greenfield Seitz Capital Management first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $219K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Greenfield Seitz Capital Management held 2,270 shares of Southern Company worth $217K as of Q2 2026.
  • Greenfield Seitz Capital Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.06% of Greenfield Seitz Capital Management's portfolio in Q2 2026, its #102 holding.
  • Greenfield Seitz Capital Management first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • Greenfield Seitz Capital Management's Southern Company position peaked at $219K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Greenfield Seitz Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.