RC
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Resolution Capital’s Southern Company SO Stock Holding History

Resolution Capital’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 		– Sell
-11,400
Closed -$1.1M – 42
2026
Q1 		$1.1M Sell
11,400
-47,888
-81% -$4.43M 0.02% 40
2025
Q4 		$5.17M Sell
59,288
-10,621
-15% -$970K 0.11% 32
2025
Q3 		$6.63M Buy
69,909
+7,922
+13% +$740K 0.13% 28
2025
Q2 		$5.69M Buy
61,987
+26,632
+75% +$2.39M 0.11% 28
2025
Q1 		$3.25M Sell
35,355
-23,297
-40% -$2.02M 0.06% 30
2024
Q4 		$4.83M Buy
58,652
+8,505
+17% +$746K 0.09% 29
2024
Q3 		$4.52M Buy
50,147
+39,093
+354% +$3.34M 0.08% 27
2024
Q2 		$857K Buy
11,054
+1,540
+16% +$117K 0.02% 36
2024
Q1 		$683K Buy
9,514
+900
+10% +$62.1K 0.01% 42
2023
Q4 		$604K Sell
8,614
-1,580
-15% -$108K 0.01% 40
2023
Q3 		$660K Buy
+10,194
New +$707K 0.01% 38

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

Resolution Capital's SO Position: Q2 2026 in Review

Resolution Capital sold out of Southern Company (SO) in Q2 2026, closing a stake of 11,400 shares — an estimated $1.1M sold.

Resolution Capital first reported a position in SO in Q3 2023 and held it in 11 quarters. The position peaked at $6.63M in Q3 2025. 2,358 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Resolution Capital reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Resolution Capital sold 11,400 Southern Company shares in Q2 2026, an estimated $1.1M.
  • Resolution Capital first reported a position in Southern Company in Q3 2023 and held it in 11 quarters.
  • Resolution Capital's Southern Company position peaked at $6.63M in Q3 2025.
  • 2,358 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Resolution Capital's 13F filing for Q2 2026, filed 14 Aug 2026.