Sivia Capital Partners’s Southern Company SO Stock Holding History

Sivia Capital Partners’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	–	Sell	-3,221	Closed	-$281K	–	605
2025 Q4	$281K	Buy	3,221 +36	+1%	+$3.29K	0.06%	438
2025 Q3	$302K	Sell	3,185 -13	-0.4%	-$1.21K	0.09%	323
2025 Q2	$294K	Sell	3,198 -77	-2%	-$6.92K	0.1%	289
2025 Q1	$301K	Buy	3,275 +144	+5%	+$12.5K	0.14%	157
2024 Q4	$258K	Buy	3,131 +383	+14%	+$33.6K	0.13%	137
2024 Q3	$248K	Buy	2,748 +8	+0.3%	+$683	0.15%	151
2024 Q2	$213K	Buy	+2,740	New	+$208K	0.14%	164

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sivia Capital Partners's SO Position: Q1 2026 in Review

Sivia Capital Partners sold out of Southern Company (SO) in Q1 2026, closing a stake of 3,221 shares — an estimated $281K sold.

Sivia Capital Partners first reported a position in SO in Q2 2024 and held it in 7 quarters. The position peaked at $302K in Q3 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Sivia Capital Partners reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Sivia Capital Partners sold 3,221 Southern Company shares in Q1 2026, an estimated $281K.
Sivia Capital Partners first reported a position in Southern Company in Q2 2024 and held it in 7 quarters.
Sivia Capital Partners's Southern Company position peaked at $302K in Q3 2025.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sivia Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.