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Prelude Capital Management’s Southern Company SO Stock Holding History

Prelude 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
Q1 		– Sell
-8,325
Closed -$726K – 1558
2025
Q4 		$726K Buy
8,325
+6,034
+263% +$551K 0.05% 402
2025
Q3 		$217K Buy
+2,291
New +$214K 0.02% 900
2022
Q4 		– Sell
-9,975
Closed -$678K – 1590
2022
Q3 		$678K Buy
+9,975
New +$756K 0.02% 539
2021
Q3 		– Sell
-15,591
Closed -$943K – 2007
2021
Q2 		$943K Buy
+15,591
New +$997K 0.03% 643
2021
Q1 		– Sell
-5,215
Closed -$320K – 1789
2020
Q4 		$320K Buy
+5,215
New +$314K 0.01% 888
2019
Q4 		– Sell
-315
Closed -$19K – 2222
2019
Q3 		$19K Buy
+315
New +$18.3K ﹤0.01% 1403
2018
Q3 		– Sell
-2,387
Closed -$111K – 2011
2018
Q2 		$111K Buy
2,387
+1,017
+74% +$45.5K 0.01% 888
2018
Q1 		$61K Buy
+1,370
New +$60.8K ﹤0.01% 1008
2017
Q4 		– Sell
-2,583
Closed -$127K – 1682
2017
Q3 		$127K Buy
2,583
+66
+3% +$3.2K 0.01% 804
2017
Q2 		$121K Buy
+2,517
New +$126K 0.01% 726
2015
Q2 		– Sell
-220
Closed -$10K – 2011
2015
Q1 		$10K Buy
+220
New +$10.5K ﹤0.01% 1832
2014
Q3 		– Sell
-10,011
Closed -$454K – 2098
2014
Q2 		$454K Buy
+10,011
New +$443K 0.06% 417
2014
Q1 		– Sell
-310
Closed -$13K – 2091
2013
Q4 		$13K Buy
+310
New +$12.8K ﹤0.01% 1437

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

Prelude Capital Management's SO Position: Q1 2026 in Review

Prelude Capital Management sold out of Southern Company (SO) in Q1 2026, closing a stake of 8,325 shares — an estimated $726K sold.

Prelude Capital Management first reported a position in SO in Q4 2013 and held it in 13 quarters. The position peaked at $943K in Q2 2021. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Prelude Capital Management reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 8,325 Southern Company shares in Q1 2026, an estimated $726K.
  • Prelude Capital Management first reported a position in Southern Company in Q4 2013 and held it in 13 quarters.
  • Prelude Capital Management's Southern Company position peaked at $943K in Q2 2021.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.