Solstein Capital’s Southern Company SO Stock Holding History

Solstein 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 Q1	–	Sell	-236	Closed	-$20.6K	–	509
2025 Q4	$20.6K	Hold	236	–	–	0.01%	279
2025 Q3	$22.4K	Sell	236 -22	-9%	-$2.05K	0.01%	268
2025 Q2	$23.7K	Buy	+258	New	+$23.2K	0.01%	257
2020 Q2	–	Sell	-21	Closed	-$1K	–	294
2020 Q1	$1K	Sell	21 -342	-94%	-$21.7K	﹤0.01%	265
2019 Q4	$23K	Buy	+363	New	+$22.5K	0.05%	176

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

Solstein Capital's SO Position: Q1 2026 in Review

Solstein Capital sold out of Southern Company (SO) in Q1 2026, closing a stake of 236 shares — an estimated $20.6K sold.

Solstein Capital first reported a position in SO in Q4 2019 and held it in 5 quarters. The position peaked at $23.7K in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Solstein Capital reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Solstein Capital sold 236 Southern Company shares in Q1 2026, an estimated $20.6K.
Solstein Capital first reported a position in Southern Company in Q4 2019 and held it in 5 quarters.
Solstein Capital's Southern Company position peaked at $23.7K in Q2 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.