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 Q2	$330K	Sell	3,444 -1,886	-35%	-$178K	0.08%	197
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

New Republic Capital's SO Position: Q2 2026 in Review

New Republic Capital reduced its Southern Company (SO) stake by 35% in Q2 2026, selling an estimated $178K and leaving 3,444 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #197.

New Republic Capital first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $518K in Q4 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

New Republic Capital held 3,444 shares of Southern Company worth $330K as of Q2 2026.
New Republic Capital sold 1,886 Southern Company shares in Q2 2026, an estimated $178K.
Southern Company made up 0.08% of New Republic Capital's portfolio in Q2 2026, its #197 holding.
New Republic Capital first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
New Republic Capital's Southern Company position peaked at $518K in Q4 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.