Optima Capital’s Southern Company SO Stock Holding History

Optima 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	–	Sell	-1,075	Closed	-$93.7K	–	1114
2025 Q4	$93.7K	Buy	+1,075	New	+$98.1K	0.04%	229

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

Optima Capital's SO Position: Q1 2026 in Review

Optima Capital sold out of Southern Company (SO) in Q1 2026, closing a stake of 1,075 shares — an estimated $93.7K sold.

Optima Capital first reported a position in SO in Q4 2025 and held it in 1 quarter. The position peaked at $93.7K in Q4 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Optima Capital reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1,075 Southern Company shares in Q1 2026, an estimated $93.7K.
Optima Capital first reported a position in Southern Company in Q4 2025 and held it in 1 quarter.
Optima Capital's Southern Company position peaked at $93.7K in Q4 2025.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.