SCS Capital Management
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
Q3 		$311K Buy
3,751
+750
+25% +$68.3K ﹤0.01% 415
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

SCS Capital Management's SO Position: Q3 2026 in Review

SCS Capital Management increased its Southern Company (SO) stake by 25% in Q3 2026, buying an estimated $68.3K and bringing the position to 3,751 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

SCS Capital Management first reported a position in SO in Q1 2025 and has held it in 7 quarters since. The position peaked at $519K in Q3 2025. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • SCS Capital Management held 3,751 shares of Southern Company worth $311K as of Q3 2026.
  • SCS Capital Management bought 750 Southern Company shares in Q3 2026, an estimated $68.3K.
  • Southern Company made up ﹤0.01% of SCS Capital Management's portfolio in Q3 2026, its #415 holding.
  • SCS Capital Management first reported a position in Southern Company in Q1 2025 and has held it in 7 quarters since.
  • SCS Capital Management's Southern Company position peaked at $519K in Q3 2025.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on SCS Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.