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Marathon Capital Management’s Southern Company SO Stock Holding History

Marathon 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
Q1 		$584K Sell
6,050
-550
-8% -$50.9K 0.13% 94
2025
Q4 		$576K Buy
+6,600
New +$603K 0.12% 100

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

Marathon Capital Management's SO Position: Q1 2026 in Review

Marathon Capital Management reduced its Southern Company (SO) stake by 8.3% in Q1 2026, selling an estimated $50.9K and leaving 6,050 shares worth $584K. The position accounts for 0.13% of the portfolio, ranked #94.

Marathon Capital Management first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Marathon Capital Management held 6,050 shares of Southern Company worth $584K as of Q1 2026.
  • Marathon Capital Management sold 550 Southern Company shares in Q1 2026, an estimated $50.9K.
  • Southern Company made up 0.13% of Marathon Capital Management's portfolio in Q1 2026, its #94 holding.
  • Marathon Capital Management first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.