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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 $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

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

Prelude Capital Management opened a new position in Southern Company (SO) in Q2 2026: 3,950 shares worth $378K. The stake represents 0.03% of the portfolio and ranks #646 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in SO as recently as Q4 2025.

Prelude Capital Management first reported a position in SO in Q4 2013 and has held it in 14 quarters since. The position peaked at $943K in Q2 2021. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Prelude Capital Management held 3,950 shares of Southern Company worth $378K as of Q2 2026.
  • Southern Company was a new Prelude Capital Management position in Q2 2026.
  • Southern Company made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #646 holding.
  • Prelude Capital Management first reported a position in Southern Company in Q4 2013 and has held it in 14 quarters since.
  • Prelude Capital Management's Southern Company position peaked at $943K in Q2 2021.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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