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
Q3 		– Sell
-2,419
Closed -$232K – 411
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Sapient Capital's SO Position: Q3 2026 in Review

Sapient Capital sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,419 shares — an estimated $232K sold.

Sapient Capital first reported a position in SO in Q4 2023 and held it in 11 quarters. The position peaked at $521K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Sapient Capital reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Sapient Capital sold 2,419 Southern Company shares in Q3 2026, an estimated $232K.
  • Sapient Capital first reported a position in Southern Company in Q4 2023 and held it in 11 quarters.
  • Sapient Capital's Southern Company position peaked at $521K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.