New Republic Capital’s Southern Company SO Stock Holding History

New Republic Capital’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	$514K	Sell	5,330 -616	-10%	-$57K	0.17%	111
2025 Q4	$518K	Buy	5,946 +2,453	+70%	+$224K	0.14%	135
2025 Q3	$331K	Sell	3,493 -191	-5%	-$17.8K	0.1%	127
2025 Q2	$338K	Buy	3,684 +159	+5%	+$14.3K	0.12%	121
2025 Q1	$324K	Buy	3,525 +247	+8%	+$21.4K	0.14%	116
2024 Q4	$270K	Buy	3,278 +43	+1%	+$3.77K	0.18%	129
2024 Q3	$292K	Buy	3,235 +42	+1%	+$3.59K	0.17%	118
2024 Q2	$248K	Buy	3,193 +14	+0.4%	+$1.06K	0.12%	149
2024 Q1	$228K	Sell	3,179 -64	-2%	-$4.42K	0.14%	143
2023 Q4	$227K	Sell	3,243 -152	-4%	-$10.4K	0.16%	137
2023 Q3	$220K	Buy	+3,395	New	+$236K	0.18%	121

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

New Republic Capital's SO Position: Q1 2026 in Review

New Republic Capital reduced its Southern Company (SO) stake by 10% in Q1 2026, selling an estimated $57K and leaving 5,330 shares worth $514K. The position accounts for 0.17% of the portfolio, ranked #111.

New Republic Capital first reported a position in SO in Q3 2023 and has held it in 11 quarters since. The position peaked at $518K in Q4 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

New Republic Capital held 5,330 shares of Southern Company worth $514K as of Q1 2026.
New Republic Capital sold 616 Southern Company shares in Q1 2026, an estimated $57K.
Southern Company made up 0.17% of New Republic Capital's portfolio in Q1 2026, its #111 holding.
New Republic Capital first reported a position in Southern Company in Q3 2023 and has held it in 11 quarters since.
New Republic Capital's Southern Company position peaked at $518K in Q4 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on New Republic Capital's 13F filing for Q1 2026, filed 1 May 2026.