SCM
SO icon

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
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 $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

SCS Capital Management's SO Position: Q1 2026 in Review

SCS Capital Management reduced its Southern Company (SO) stake by 35% in Q1 2026, selling an estimated $148K and leaving 2,946 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

SCS Capital Management first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $519K in Q3 2025. 2,343 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • SCS Capital Management held 2,946 shares of Southern Company worth $284K as of Q1 2026.
  • SCS Capital Management sold 1,601 Southern Company shares in Q1 2026, an estimated $148K.
  • Southern Company made up ﹤0.01% of SCS Capital Management's portfolio in Q1 2026, its #419 holding.
  • SCS Capital Management first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's Southern Company position peaked at $519K in Q3 2025.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.