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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
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 $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

Requisite Capital Management's SO Position: Q1 2026 in Review

Requisite Capital Management reduced its Southern Company (SO) stake by 2.2% in Q1 2026, selling an estimated $11.8K and leaving 5,742 shares worth $554K. The position accounts for 0.1% of the portfolio, ranked #58.

Requisite Capital Management first reported a position in SO in Q4 2023 and has held it in 9 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Requisite Capital Management held 5,742 shares of Southern Company worth $554K as of Q1 2026.
  • Requisite Capital Management sold 128 Southern Company shares in Q1 2026, an estimated $11.8K.
  • Southern Company made up 0.1% of Requisite Capital Management's portfolio in Q1 2026, its #58 holding.
  • Requisite Capital Management first reported a position in Southern Company in Q4 2023 and has held it in 9 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Requisite Capital Management's 13F filing for Q1 2026, filed 14 May 2026.