SC
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Sepio Capital’s Southern Company SO Stock Holding History

Sepio 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 		– Sell
-6,762
Closed -$653K – 398
2026
Q1 		$653K Buy
6,762
+123
+2% +$11.4K 0.04% 219
2025
Q4 		$579K Buy
6,639
+3,791
+133% +$346K 0.03% 224
2025
Q3 		$270K Buy
+2,848
New +$266K 0.02% 289
2024
Q1 		– Sell
-3,659
Closed -$257K – 303
2023
Q4 		$257K Buy
+3,659
New +$251K 0.02% 266
2023
Q2 		– Sell
-3,527
Closed -$245K – 358
2023
Q1 		$245K Sell
3,527
-108
-3% -$7.27K 0.02% 311
2022
Q4 		$260K Buy
+3,635
New +$243K 0.02% 297

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

Sepio Capital's SO Position: Q2 2026 in Review

Sepio Capital sold out of Southern Company (SO) in Q2 2026, closing a stake of 6,762 shares — an estimated $653K sold.

Sepio Capital first reported a position in SO in Q4 2022 and held it in 6 quarters. The position peaked at $653K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sepio Capital reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Sepio Capital sold 6,762 Southern Company shares in Q2 2026, an estimated $653K.
  • Sepio Capital first reported a position in Southern Company in Q4 2022 and held it in 6 quarters.
  • Sepio Capital's Southern Company position peaked at $653K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sepio Capital's 13F filing for Q2 2026, filed 28 Jul 2026.