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Presidio Capital Management’s Southern Company SO Stock Holding History

Presidio 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
-2,074
Closed -$200K – 93
2026
Q1 		$200K Buy
+2,074
New +$192K 0.06% 72

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Presidio Capital Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,074 shares — an estimated $200K sold.

Presidio Capital Management first reported a position in SO in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 1,073 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Presidio Capital Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Presidio Capital Management sold 2,074 Southern Company shares in Q2 2026, an estimated $200K.
  • Presidio Capital Management first reported a position in Southern Company in Q1 2026 and held it in 1 quarter.
  • Presidio Capital Management's Southern Company position peaked at $200K in Q1 2026.
  • 1,073 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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