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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
2023
Q2 		– Sell
-30,000
Closed -$2.09M – 152
2023
Q1 		$2.09M Buy
+30,000
New +$2.02M 0.24% 41
2020
Q4 		– Sell
-6,500
Closed -$352K – 82
2020
Q3 		$352K Hold
6,500
– – 0.08% 67
2020
Q2 		$337K Buy
+6,500
New +$361K 0.08% 59

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

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.