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Requisite Capital Management’s Southern Company SO Stock Holding History

Requisite 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 		$550K Hold
5,742
– – 0.09% 62
2026
Q1 		$554K Sell
5,742
-128
-2% -$11.8K 0.1% 58
2025
Q4 		$512K Buy
+5,870
New +$536K 0.1% 61
2025
Q3 		– Sell
-3,595
Closed -$330K – 369
2025
Q2 		$330K Sell
3,595
-549
-13% -$49.3K 0.07% 66
2025
Q1 		$381K Sell
4,144
-984
-19% -$85.2K 0.09% 54
2024
Q4 		$422K Hold
5,128
– – 0.09% 57
2024
Q3 		$462K Hold
5,128
– – 0.1% 41
2024
Q2 		$398K Hold
5,128
– – 0.09% 55
2024
Q1 		$368K Hold
5,128
– – 0.08% 59
2023
Q4 		$360K Buy
+5,128
New +$352K 0.09% 47

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

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

Requisite Capital Management held its Southern Company (SO) position steady in Q2 2026 at 5,742 shares worth $550K. The position accounts for 0.09% of the portfolio, ranked #62.

Requisite Capital Management first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $554K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Requisite Capital Management held 5,742 shares of Southern Company worth $550K as of Q2 2026.
  • Requisite Capital Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.09% of Requisite Capital Management's portfolio in Q2 2026, its #62 holding.
  • Requisite Capital Management first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • Requisite Capital Management's Southern Company position peaked at $554K in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Requisite Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.