Marathon Capital Management
SO icon

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
Q3 		$501K Sell
6,050
-215
-3% -$19.6K 0.1% 115
2026
Q2 		$600K Buy
6,265
+215
+4% +$20.2K 0.12% 98
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Marathon Capital Management's SO Position: Q3 2026 in Review

Marathon Capital Management reduced its Southern Company (SO) stake by 3.4% in Q3 2026, selling an estimated $19.6K and leaving 6,050 shares worth $501K. The position accounts for 0.1% of the portfolio, ranked #115.

Marathon Capital Management first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $600K in Q2 2026. 1,830 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Marathon Capital Management held 6,050 shares of Southern Company worth $501K as of Q3 2026.
  • Marathon Capital Management sold 215 Southern Company shares in Q3 2026, an estimated $19.6K.
  • Southern Company made up 0.1% of Marathon Capital Management's portfolio in Q3 2026, its #115 holding.
  • Marathon Capital Management first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • Marathon Capital Management's Southern Company position peaked at $600K in Q2 2026.
  • 1,830 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.