SC
SO icon

Sapient Capital’s Southern Company SO Stock Holding History

Sapient 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 		$232K Sell
2,419
-2,978
-55% -$280K ﹤0.01% 363
2026
Q1 		$521K Buy
5,397
+2,305
+75% +$213K 0.01% 268
2025
Q4 		$271K Buy
3,092
+22
+0.7% +$2.01K ﹤0.01% 355
2025
Q3 		$288K Sell
3,070
-37
-1% -$3.45K ﹤0.01% 317
2025
Q2 		$285K Buy
3,107
+17
+0.6% +$1.53K 0.01% 312
2025
Q1 		$284K Buy
3,090
+7
+0.2% +$606 0.01% 303
2024
Q4 		$254K Buy
3,083
+33
+1% +$2.9K ﹤0.01% 330
2024
Q3 		$275K Buy
3,050
+8
+0.3% +$683 0.01% 329
2024
Q2 		$236K Buy
3,042
+75
+3% +$5.68K ﹤0.01% 324
2024
Q1 		$213K Sell
2,967
-925
-24% -$63.9K ﹤0.01% 347
2023
Q4 		$273K Buy
+3,892
New +$267K 0.01% 307

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sapient Capital's SO Position: Q2 2026 in Review

Sapient Capital reduced its Southern Company (SO) stake by 55% in Q2 2026, selling an estimated $280K and leaving 2,419 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Sapient Capital first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $521K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sapient Capital held 2,419 shares of Southern Company worth $232K as of Q2 2026.
  • Sapient Capital sold 2,978 Southern Company shares in Q2 2026, an estimated $280K.
  • Southern Company made up ﹤0.01% of Sapient Capital's portfolio in Q2 2026, its #363 holding.
  • Sapient Capital first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Sapient Capital's Southern Company position peaked at $521K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.