JC
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JB Capital’s Southern Company SO Stock Holding History

JB 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
Q2 		$394K Buy
4,120
+6
+0.1% +$565 0.01% 200
2026
Q1 		$397K Buy
4,114
+3
+0.1% +$278 0.02% 191
2025
Q4 		$358K Sell
4,111
-167
-4% -$15.2K 0.01% 198
2025
Q3 		$405K Sell
4,278
-781
-15% -$72.9K 0.02% 186
2025
Q2 		$465K Buy
5,059
+40
+0.8% +$3.59K 0.02% 169
2025
Q1 		$462K Buy
5,019
+4
+0.1% +$346 0.03% 157
2024
Q4 		$413K Buy
5,015
+5
+0.1% +$439 0.02% 162
2024
Q3 		$452K Sell
5,010
-454
-8% -$38.8K 0.03% 161
2024
Q2 		$424K Buy
5,464
+43
+0.8% +$3.26K 0.03% 157
2024
Q1 		$389K Buy
5,421
+6
+0.1% +$414 0.03% 157
2023
Q4 		$380K Buy
5,415
+462
+9% +$31.7K 0.03% 151
2023
Q3 		$321K Buy
4,953
+322
+7% +$22.3K 0.03% 146
2023
Q2 		$325K Buy
4,631
+4
+0.1% +$287 0.03% 133
2023
Q1 		$322K Buy
4,627
+312
+7% +$21K 0.03% 130
2022
Q4 		$308K Buy
4,315
+2
+0% +$134 0.03% 137
2022
Q3 		$293K Sell
4,313
-142
-3% -$10.8K 0.03% 130
2022
Q2 		$318K Sell
4,455
-477
-10% -$35K 0.03% 186
2022
Q1 		$358K Buy
4,932
+481
+11% +$32.6K 0.03% 183
2021
Q4 		$305K Sell
4,451
-68
-2% -$4.33K 0.03% 209
2021
Q3 		$280K Buy
+4,519
New +$291K 0.04% 246

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JB Capital's SO Position: Q2 2026 in Review

JB Capital increased its Southern Company (SO) stake by 0.15% in Q2 2026, buying an estimated $565 and bringing the position to 4,120 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #200.

JB Capital first reported a position in SO in Q3 2021 and has held it in 20 quarters since. The position peaked at $465K in Q2 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • JB Capital held 4,120 shares of Southern Company worth $394K as of Q2 2026.
  • JB Capital bought 6 Southern Company shares in Q2 2026, an estimated $565.
  • Southern Company made up 0.01% of JB Capital's portfolio in Q2 2026, its #200 holding.
  • JB Capital first reported a position in Southern Company in Q3 2021 and has held it in 20 quarters since.
  • JB Capital's Southern Company position peaked at $465K in Q2 2025.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.