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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
2025
Q2 		– Sell
-14,500
Closed -$1.33M – 1327
2025
Q1 		$1.33M Buy
+14,500
New +$1.26M 0.1% 238
2022
Q2 		– Sell
-3,400
Closed -$247K – 2039
2022
Q1 		$247K Buy
+3,400
New +$230K 0.01% 1163

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. 2,345 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.
  • 2,345 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.