SCM
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SCS Capital Management’s Southern Company SO Stock Holding History

SCS 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
Q2 		$287K Buy
3,001
+55
+2% +$5.18K ﹤0.01% 423
2026
Q1 		$284K Sell
2,946
-1,601
-35% -$148K ﹤0.01% 419
2025
Q4 		$396K Sell
4,547
-927
-17% -$84.6K ﹤0.01% 397
2025
Q3 		$519K Sell
5,474
-123
-2% -$11.5K 0.01% 378
2025
Q2 		$514K Hold
5,597
– – 0.01% 379
2025
Q1 		$515K Buy
+5,597
New +$485K 0.01% 342

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

SCS Capital Management's SO Position: Q2 2026 in Review

SCS Capital Management increased its Southern Company (SO) stake by 1.9% in Q2 2026, buying an estimated $5.18K and bringing the position to 3,001 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

SCS Capital Management first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $519K in Q3 2025. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SCS Capital Management held 3,001 shares of Southern Company worth $287K as of Q2 2026.
  • SCS Capital Management bought 55 Southern Company shares in Q2 2026, an estimated $5.18K.
  • Southern Company made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #423 holding.
  • SCS Capital Management first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • SCS Capital Management's Southern Company position peaked at $519K in Q3 2025.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.