SLC
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Second Line Capital’s Southern Company SO Stock Holding History

Second Line 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
Q2 		$1.03M Sell
10,754
-699
-6% -$65.8K 0.19% 53
2026
Q1 		$1.11M Buy
11,453
+762
+7% +$70.5K 0.21% 60
2025
Q4 		$932K Sell
10,691
-286
-3% -$26.1K 0.19% 53
2025
Q3 		$1.04M Buy
10,977
+3
+0% +$280 0.22% 57
2025
Q2 		$1.01M Buy
10,974
+113
+1% +$10.1K 0.23% 56
2025
Q1 		$999K Sell
10,861
-1,112
-9% -$96.3K 0.26% 54
2024
Q4 		$986K Buy
11,973
+1,348
+13% +$118K 0.27% 47
2024
Q3 		$958K Sell
10,625
-546
-5% -$46.6K 0.26% 53
2024
Q2 		$867K Buy
11,171
+2,895
+35% +$219K 0.27% 53
2024
Q1 		$594K Buy
8,276
+1,357
+20% +$93.7K 0.19% 55
2023
Q4 		$485K Buy
+6,919
New +$475K 0.19% 56

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

Second Line Capital's SO Position: Q2 2026 in Review

Second Line Capital reduced its Southern Company (SO) stake by 6.1% in Q2 2026, selling an estimated $65.8K and leaving 10,754 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #53.

Second Line Capital first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Second Line Capital held 10,754 shares of Southern Company worth $1.03M as of Q2 2026.
  • Second Line Capital sold 699 Southern Company shares in Q2 2026, an estimated $65.8K.
  • Southern Company made up 0.19% of Second Line Capital's portfolio in Q2 2026, its #53 holding.
  • Second Line Capital first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Second Line Capital's Southern Company position peaked at $1.11M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Second Line Capital's 13F filing for Q2 2026, filed 12 Aug 2026.