PPC
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Park Place Capital’s Southern Company SO Stock Holding History

Park Place 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 		$613K Sell
6,355
-146
-2% -$13.5K 0.12% 106
2025
Q4 		$567K Sell
6,501
-796
-11% -$72.7K 0.12% 115
2025
Q3 		$692K Buy
7,297
+2,625
+56% +$245K 0.15% 101
2025
Q2 		$431K Buy
4,672
+692
+17% +$62.2K 0.1% 131
2025
Q1 		$366K Sell
3,980
-1,047
-21% -$90.6K 0.1% 135
2024
Q4 		$414K Sell
5,027
-224
-4% -$19.7K 0.12% 139
2024
Q3 		$474K Sell
5,251
-2,685
-34% -$229K 0.14% 135
2024
Q2 		$616K Sell
7,936
-2,072
-21% -$157K 0.2% 113
2024
Q1 		$718K Sell
10,008
-1,502
-13% -$104K 0.26% 101
2023
Q4 		$807K Sell
11,510
-1,596
-12% -$110K 0.32% 94
2023
Q3 		$848K Sell
13,106
-101
-0.8% -$7.01K 0.25% 97
2023
Q2 		$928K Sell
13,207
-2,701
-17% -$194K 0.26% 88
2023
Q1 		$1.11M Buy
15,908
+86
+0.5% +$5.79K 0.31% 74
2022
Q4 		$1.13M Buy
+15,822
New +$1.06M 0.32% 75

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Park Place Capital's SO Position: Q1 2026 in Review

Park Place Capital reduced its Southern Company (SO) stake by 2.2% in Q1 2026, selling an estimated $13.5K and leaving 6,355 shares worth $613K. The position accounts for 0.12% of the portfolio, ranked #106.

Park Place Capital first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Park Place Capital held 6,355 shares of Southern Company worth $613K as of Q1 2026.
  • Park Place Capital sold 146 Southern Company shares in Q1 2026, an estimated $13.5K.
  • Southern Company made up 0.12% of Park Place Capital's portfolio in Q1 2026, its #106 holding.
  • Park Place Capital first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
  • Park Place Capital's Southern Company position peaked at $1.13M in Q4 2022.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Park Place Capital's 13F filing for Q1 2026, filed 9 Apr 2026.