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Landscape Capital Management’s Southern Company SO Stock Holding History

Landscape 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 		– Sell
-29,968
Closed -$2.89M – 894
2026
Q1 		$2.89M Buy
29,968
+20,171
+206% +$1.87M 0.18% 174
2025
Q4 		$854K Buy
9,797
+4,629
+90% +$423K 0.06% 387
2025
Q3 		$490K Sell
5,168
-15,190
-75% -$1.42M 0.03% 462
2025
Q2 		$1.87M Buy
20,358
+17,659
+654% +$1.59M 0.15% 217
2025
Q1 		$248K Buy
+2,699
New +$234K 0.02% 516
2023
Q4 		– Sell
-15,575
Closed -$1.01M – 927
2023
Q3 		$1.01M Buy
+15,575
New +$1.08M 0.13% 134
2018
Q4 		– Sell
-8,166
Closed -$356K – 962
2018
Q3 		$356K Buy
+8,166
New +$376K 0.03% 507
2017
Q2 		– Sell
-11,629
Closed -$572K – 469
2017
Q1 		$572K Hold
11,629
– – 0.06% 272
2016
Q4 		$572K Buy
+11,629
New +$571K 0.08% 266

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

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

Landscape Capital Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 29,968 shares — an estimated $2.89M sold.

Landscape Capital Management first reported a position in SO in Q4 2016 and held it in 9 quarters. The position peaked at $2.89M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Landscape Capital Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Landscape Capital Management sold 29,968 Southern Company shares in Q2 2026, an estimated $2.89M.
  • Landscape Capital Management first reported a position in Southern Company in Q4 2016 and held it in 9 quarters.
  • Landscape Capital Management's Southern Company position peaked at $2.89M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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