MRP Capital Investments’s Southern Company SO Stock Holding History

MRP Capital Investments’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	$145K	Sell	1,500 -500	-25%	-$46.3K	0.13%	84
2025 Q4	$174K	Sell	2,000 -1,000	-33%	-$91.3K	0.15%	93
2025 Q3	$275K	Hold	3,000	–	–	0.24%	80
2025 Q2	$275K	Hold	3,000	–	–	0.19%	75
2025 Q1	$276K	Buy	+3,000	New	+$260K	0.26%	79
2023 Q2	–	Sell	-400	Closed	-$29.9K	–	246
2023 Q1	$29.9K	Buy	+400	New	+$26.9K	0.03%	159

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MRP Capital Investments's SO Position: Q1 2026 in Review

MRP Capital Investments reduced its Southern Company (SO) stake by 25% in Q1 2026, selling an estimated $46.3K and leaving 1,500 shares worth $145K. The position accounts for 0.13% of the portfolio, ranked #84.

MRP Capital Investments first reported a position in SO in Q1 2023 and has held it in 6 quarters since. The position peaked at $276K in Q1 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

MRP Capital Investments held 1,500 shares of Southern Company worth $145K as of Q1 2026.
MRP Capital Investments sold 500 Southern Company shares in Q1 2026, an estimated $46.3K.
Southern Company made up 0.13% of MRP Capital Investments's portfolio in Q1 2026, its #84 holding.
MRP Capital Investments first reported a position in Southern Company in Q1 2023 and has held it in 6 quarters since.
MRP Capital Investments's Southern Company position peaked at $276K in Q1 2025.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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