Sonata Capital Group’s Southern Company SO Stock Holding History

Sonata Capital Group’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 Q3	–	Sell	-2,325	Closed	-$223K	–	133
2026 Q2	$223K	Hold	2,325	–	–	0.07%	125
2026 Q1	$224K	Hold	2,325	–	–	0.08%	118
2025 Q4	$203K	Hold	2,325	–	–	0.07%	121
2025 Q3	$220K	Hold	2,325	–	–	0.08%	118
2025 Q2	$214K	Hold	2,325	–	–	0.09%	116
2025 Q1	$214K	Buy	+2,325	New	+$201K	0.09%	108
2024 Q4	–	Sell	-2,325	Closed	-$210K	–	111
2024 Q3	$210K	Buy	+2,325	New	+$199K	0.09%	111

Other funds holding SO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sonata Capital Group's SO Position: Q3 2026 in Review

Sonata Capital Group sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,325 shares — an estimated $223K sold.

Sonata Capital Group first reported a position in SO in Q3 2024 and held it in 7 quarters. The position peaked at $224K in Q1 2026. 990 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Sonata Capital Group reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
Sonata Capital Group sold 2,325 Southern Company shares in Q3 2026, an estimated $223K.
Sonata Capital Group first reported a position in Southern Company in Q3 2024 and held it in 7 quarters.
Sonata Capital Group's Southern Company position peaked at $224K in Q1 2026.
990 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.