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Jackson Hole Capital Partners’s Southern Company SO Stock Holding History

Jackson Hole Capital Partners’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 		$6.66M Buy
69,001
+644
+0.9% +$59.6K 1.1% 23
2025
Q4 		$5.96M Sell
68,357
-2,314
-3% -$211K 1.02% 27
2025
Q3 		$6.7M Sell
70,671
-883
-1% -$82.4K 1.15% 20
2025
Q2 		$6.57M Buy
71,554
+468
+0.7% +$42K 1.2% 18
2025
Q1 		$6.54M Sell
71,086
-1,311
-2% -$113K 1.3% 15
2024
Q4 		$5.96M Sell
72,397
-657
-0.9% -$57.6K 1.2% 18
2024
Q3 		$6.59M Buy
73,054
+2,863
+4% +$245K 1.37% 15
2024
Q2 		$5.44M Buy
70,191
+3,907
+6% +$296K 1.18% 20
2024
Q1 		$4.76M Buy
66,284
+59,978
+951% +$4.14M 1.07% 22
2023
Q4 		$442K Sell
6,306
-378
-6% -$26K 0.11% 139
2023
Q3 		$433K Sell
6,684
-378
-5% -$26.2K 0.13% 128
2023
Q2 		$496K Sell
7,062
-1,550
-18% -$111K 0.14% 117
2023
Q1 		$601K Sell
8,612
-10
-0.1% -$673 0.16% 117
2022
Q4 		$616K Sell
8,622
-70
-0.8% -$4.68K 0.18% 105
2022
Q3 		$591K Buy
8,692
+2,302
+36% +$174K 0.18% 107
2022
Q2 		$456K Hold
6,390
– – 0.14% 115
2022
Q1 		$463K Sell
6,390
-131
-2% -$8.87K 0.13% 123
2021
Q4 		$447K Hold
6,521
– – 0.14% 121
2021
Q3 		$404K Buy
6,521
+230
+4% +$14.8K 0.13% 132
2021
Q2 		$381K Hold
6,291
– – 0.13% 131
2021
Q1 		$391K Buy
6,291
+1,080
+21% +$64.7K 0.16% 120
2020
Q4 		$320K Sell
5,211
-300
-5% -$18K 0.15% 117
2020
Q3 		$299K Buy
5,511
+776
+16% +$41.5K 0.16% 107
2020
Q2 		$246K Buy
4,735
+750
+19% +$41.7K 0.15% 112
2020
Q1 		$216K Sell
3,985
-1,170
-23% -$74.1K 0.16% 107
2019
Q4 		$328K Hold
5,155
– – 0.18% 112
2019
Q3 		$318K Sell
5,155
-200
-4% -$11.6K 0.18% 111
2019
Q2 		$296K Hold
5,355
– – 0.18% 114
2019
Q1 		$277K Buy
5,355
+360
+7% +$17.6K 0.24% 103
2018
Q4 		$219K Buy
+4,995
New +$227K 0.23% 108

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

Jackson Hole Capital Partners's SO Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its Southern Company (SO) stake by 0.94% in Q1 2026, buying an estimated $59.6K and bringing the position to 69,001 shares worth $6.66M. The position accounts for 1.1% of the portfolio, ranked #23.

Jackson Hole Capital Partners first reported a position in SO in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.7M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Jackson Hole Capital Partners held 69,001 shares of Southern Company worth $6.66M as of Q1 2026.
  • Jackson Hole Capital Partners bought 644 Southern Company shares in Q1 2026, an estimated $59.6K.
  • Southern Company made up 1.1% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #23 holding.
  • Jackson Hole Capital Partners first reported a position in Southern Company in Q4 2018 and has held it in 30 quarters since.
  • Jackson Hole Capital Partners's Southern Company position peaked at $6.7M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.