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Sterling Capital Management’s Southern Company SO Stock Holding History

Sterling Capital Management’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 		$46.4M Sell
484,710
-114,744
-19% -$10.8M 0.79% 21
2026
Q1 		$57.9M Buy
599,454
+82,942
+16% +$7.67M 1.1% 15
2025
Q4 		$45M Buy
516,512
+491,166
+1,938% +$44.8M 0.73% 31
2025
Q3 		$2.4M Buy
25,346
+178
+0.7% +$16.6K 0.04% 330
2025
Q2 		$2.31M Buy
25,168
+21,716
+629% +$1.95M 0.03% 343
2025
Q1 		$317K Buy
3,452
+28
+0.8% +$2.42K ﹤0.01% 1068
2024
Q4 		$282K Sell
3,424
-1,687
-33% -$148K ﹤0.01% 1181
2024
Q3 		$461K Buy
+5,111
New +$437K 0.01% 903
2019
Q3 		$9.75M Sell
157,870
-25,100
-14% -$1.45M 0.09% 183
2019
Q2 		$10.1M Buy
182,970
+7,990
+5% +$428K 0.1% 180
2019
Q1 		$9.04M Buy
+174,980
New +$8.58M 0.09% 189
2018
Q1 		– Sell
-115,630
Closed -$5.56M – 890
2017
Q4 		$5.56M Buy
115,630
+21,030
+22% +$1.07M 0.05% 236
2017
Q3 		$4.65M Sell
94,600
-65,800
-41% -$3.19M 0.04% 246
2017
Q2 		$7.68M Buy
160,400
+5,496
+4% +$276K 0.07% 203
2017
Q1 		$7.71M Sell
154,904
-356
-0.2% -$17.6K 0.07% 206
2016
Q4 		$7.64M Sell
155,260
-4,571
-3% -$225K 0.07% 202
2016
Q3 		$8.2M Buy
159,831
+1,611
+1% +$84.8K 0.08% 187
2016
Q2 		$8.48M Buy
158,220
+21,790
+16% +$1.1M 0.08% 184
2016
Q1 		$7.06M Buy
136,430
+95,750
+235% +$4.66M 0.06% 207
2015
Q4 		$1.9M Buy
40,680
+4,978
+14% +$226K 0.02% 393
2015
Q3 		$1.6M Buy
+35,702
New +$1.57M 0.01% 416

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

Sterling Capital Management's SO Position: Q2 2026 in Review

Sterling Capital Management reduced its Southern Company (SO) stake by 19% in Q2 2026, selling an estimated $10.8M and leaving 484,710 shares worth $46.4M. The position accounts for 0.79% of the portfolio, ranked #21.

Sterling Capital Management first reported a position in SO in Q3 2015 and has held it in 21 quarters since. The position peaked at $57.9M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sterling Capital Management held 484,710 shares of Southern Company worth $46.4M as of Q2 2026.
  • Sterling Capital Management sold 114,744 Southern Company shares in Q2 2026, an estimated $10.8M.
  • Southern Company made up 0.79% of Sterling Capital Management's portfolio in Q2 2026, its #21 holding.
  • Sterling Capital Management first reported a position in Southern Company in Q3 2015 and has held it in 21 quarters since.
  • Sterling Capital Management's Southern Company position peaked at $57.9M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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