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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
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

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

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

Marathon Capital Management increased its Southern Company (SO) stake by 3.6% in Q2 2026, buying an estimated $20.2K and bringing the position to 6,265 shares worth $600K. The position accounts for 0.12% of the portfolio, ranked #98.

Marathon Capital Management first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Marathon Capital Management held 6,265 shares of Southern Company worth $600K as of Q2 2026.
  • Marathon Capital Management bought 215 Southern Company shares in Q2 2026, an estimated $20.2K.
  • Southern Company made up 0.12% of Marathon Capital Management's portfolio in Q2 2026, its #98 holding.
  • Marathon Capital Management first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.