SC
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Sculptor Capital’s Southern Company SO Stock Holding History

Sculptor 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
2015
Q1 		– Sell
-58,000
Closed -$2.85M – 717
2014
Q4 		$2.85M Hold
58,000
– – 0.01% 529
2014
Q3 		$2.53M Sell
58,000
-6,813,400
-99% -$299M 0.01% 589
2014
Q2 		$312M Buy
6,871,400
+6,813,400
+11,747% +$301M 0.93% 24
2014
Q1 		$2.55M Sell
58,000
-51,600
-47% -$2.16M 0.01% 581
2013
Q4 		$4.51M Sell
109,600
-34,400
-24% -$1.42M 0.01% 568
2013
Q3 		$5.93M Sell
144,000
-15,000
-9% -$646K 0.02% 518
2013
Q2 		$7.02M Buy
+159,000
New +$7.31M 0.02% 461

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

Sculptor Capital's SO Position: Q1 2026 in Review

Sculptor Capital sold out of Southern Company (SO) in Q1 2026, closing a stake of 36,000 shares — an estimated $3.14M sold.

Sculptor Capital first reported a position in SO in Q2 2013 and held it in 7 quarters. The position peaked at $12.5M in Q4 2013. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Sculptor Capital reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Sculptor Capital sold 36,000 Southern Company shares in Q1 2026, an estimated $3.14M.
  • Sculptor Capital first reported a position in Southern Company in Q2 2013 and held it in 7 quarters.
  • Sculptor Capital's Southern Company position peaked at $12.5M in Q4 2013.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sculptor Capital's 13F filing for Q1 2026, filed 15 May 2026.