Opinicus Capital
SO icon

Opinicus Capital’s Southern Company SO Stock Holding History

Opinicus 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
Q3 		– Sell
-2,183
Closed -$209K – 106
2026
Q2 		$209K Buy
2,183
+18
+0.8% +$1.7K 0.11% 102
2026
Q1 		$209K Sell
2,165
-266
-11% -$24.6K 0.15% 94
2025
Q4 		$212K Buy
2,431
+21
+0.9% +$1.92K 0.15% 96
2025
Q3 		$228K Sell
2,410
-92
-4% -$8.59K 0.16% 101
2025
Q2 		$230K Buy
2,502
+21
+0.8% +$1.89K 0.17% 98
2025
Q1 		$228K Sell
2,481
-221
-8% -$19.1K 0.2% 92
2024
Q4 		$222K Buy
2,702
+6
+0.2% +$526 0.19% 89
2024
Q3 		$243K Sell
2,696
-116
-4% -$9.9K 0.19% 94
2024
Q2 		$218K Buy
+2,812
New +$213K 0.18% 92

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Opinicus Capital's SO Position: Q3 2026 in Review

Opinicus Capital sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,183 shares — an estimated $209K sold.

Opinicus Capital first reported a position in SO in Q2 2024 and held it in 9 quarters. The position peaked at $243K in Q3 2024. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Opinicus Capital reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Opinicus Capital sold 2,183 Southern Company shares in Q3 2026, an estimated $209K.
  • Opinicus Capital first reported a position in Southern Company in Q2 2024 and held it in 9 quarters.
  • Opinicus Capital's Southern Company position peaked at $243K in Q3 2024.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.