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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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sonata Capital Group's SO Position: Q2 2026 in Review

Sonata Capital Group held its Southern Company (SO) position steady in Q2 2026 at 2,325 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #125.

Sonata Capital Group first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $224K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sonata Capital Group held 2,325 shares of Southern Company worth $223K as of Q2 2026.
  • Sonata Capital Group left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.07% of Sonata Capital Group's portfolio in Q2 2026, its #125 holding.
  • Sonata Capital Group first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • Sonata Capital Group's Southern Company position peaked at $224K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.