SC
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Sagefield Capital’s Southern Company SO Stock Holding History

Sagefield 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
Q1 		$2.15M Sell
22,285
-532
-2% -$49.2K 0.15% 96
2025
Q4 		$1.99M Sell
22,817
-87,180
-79% -$7.96M 0.17% 87
2025
Q3 		$10.4M Buy
109,997
+8,055
+8% +$752K 1.17% 25
2025
Q2 		$9.36M Sell
101,942
-50,588
-33% -$4.54M 1.31% 24
2025
Q1 		$14M Buy
152,530
+19,710
+15% +$1.71M 1.69% 14
2024
Q4 		$10.9M Buy
132,820
+15,527
+13% +$1.36M 1.19% 19
2024
Q3 		$10.6M Buy
117,293
+28,082
+31% +$2.4M 1.15% 28
2024
Q2 		$6.92M Buy
89,211
+47,414
+113% +$3.59M 0.73% 36
2024
Q1 		$3M Buy
41,797
+28,893
+224% +$1.99M 0.37% 48
2023
Q4 		$905K Buy
+12,904
New +$886K 0.12% 76

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

Sagefield Capital's SO Position: Q1 2026 in Review

Sagefield Capital reduced its Southern Company (SO) stake by 2.3% in Q1 2026, selling an estimated $49.2K and leaving 22,285 shares worth $2.15M. The position accounts for 0.15% of the portfolio, ranked #96.

Sagefield Capital first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $14M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Sagefield Capital held 22,285 shares of Southern Company worth $2.15M as of Q1 2026.
  • Sagefield Capital sold 532 Southern Company shares in Q1 2026, an estimated $49.2K.
  • Southern Company made up 0.15% of Sagefield Capital's portfolio in Q1 2026, its #96 holding.
  • Sagefield Capital first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • Sagefield Capital's Southern Company position peaked at $14M in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sagefield Capital's 13F filing for Q1 2026, filed 15 May 2026.