Private Capital Management (Florida)’s Southern Company SO Stock Holding History

Private Capital Management (Florida)’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	$736K	Hold	7,622	–	–	0.07%	112
2025 Q4	$665K	Sell	7,622 -500	-6%	-$45.6K	0.06%	110
2025 Q3	$770K	Hold	8,122	–	–	0.07%	103
2025 Q2	$746K	Hold	8,122	–	–	0.07%	101
2025 Q1	$747K	Hold	8,122	–	–	0.08%	91
2024 Q4	$669K	Hold	8,122	–	–	0.07%	87
2024 Q3	$732K	Sell	8,122 -4,000	-33%	-$342K	0.08%	80
2024 Q2	$940K	Hold	12,122	–	–	0.11%	67
2024 Q1	$870K	Sell	12,122 -23,460	-66%	-$1.62M	0.1%	70
2023 Q4	$2.49M	Buy	35,582 +28,000	+369%	+$1.92M	0.28%	42
2023 Q3	$491K	Hold	7,582	–	–	0.06%	101
2023 Q2	$533K	Buy	7,582 +82	+1%	+$5.88K	0.06%	90
2023 Q1	$522K	Buy	7,500 +3,500	+88%	+$236K	0.06%	83
2022 Q4	$286K	Buy	+4,000	New	+$267K	0.04%	99

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Private Capital Management (Florida)'s SO Position: Q1 2026 in Review

Private Capital Management (Florida) held its Southern Company (SO) position steady in Q1 2026 at 7,622 shares worth $736K. The position accounts for 0.07% of the portfolio, ranked #112.

Private Capital Management (Florida) first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.49M in Q4 2023. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Private Capital Management (Florida) held 7,622 shares of Southern Company worth $736K as of Q1 2026.
Private Capital Management (Florida) left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.07% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #112 holding.
Private Capital Management (Florida) first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
Private Capital Management (Florida)'s Southern Company position peaked at $2.49M in Q4 2023.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.