Core Capital Management & Research, inc.’s Southern Company SO Stock Holding History

Core Capital Management & Research, inc.’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	$1.4M	Buy	+15,718	New	+$1.48M	0.73%	32

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Core Capital Management & Research, inc.'s SO Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in Southern Company (SO) in Q2 2026: 15,718 shares worth $1.4M. The stake represents 0.73% of the portfolio and ranks #32 among its holdings.

2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Core Capital Management & Research, inc. held 15,718 shares of Southern Company worth $1.4M as of Q2 2026.
Southern Company was a new Core Capital Management & Research, inc. position in Q2 2026.
Southern Company made up 0.73% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #32 holding.
2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.