PCM
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Polymer Capital Management’s Southern Company SO Stock Holding History

Polymer Capital Management’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 		– Sell
-11,098
Closed -$1.07M – 961
2026
Q1 		$1.07M Buy
+11,098
New +$1.03M 0.11% 197
2025
Q2 		– Sell
-7,437
Closed -$684K – 764
2025
Q1 		$684K Buy
+7,437
New +$644K 0.18% 106

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Polymer Capital Management's SO Position: Q2 2026 in Review

Polymer Capital Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 11,098 shares — an estimated $1.07M sold.

Polymer Capital Management first reported a position in SO in Q1 2025 and held it in 2 quarters. The position peaked at $1.07M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Polymer Capital Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 11,098 Southern Company shares in Q2 2026, an estimated $1.07M.
  • Polymer Capital Management first reported a position in Southern Company in Q1 2025 and held it in 2 quarters.
  • Polymer Capital Management's Southern Company position peaked at $1.07M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.