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Stevens Capital Management’s Southern Company SO Stock Holding History

Stevens 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 		– Sell
-3,028
Closed -$292K – 308
2026
Q1 		$292K Buy
+3,028
New +$280K 0.05% 182
2025
Q2 		– Sell
-3,854
Closed -$354K – 326
2025
Q1 		$354K Sell
3,854
-1,718
-31% -$149K 0.09% 154
2024
Q4 		$459K Buy
5,572
+3,094
+125% +$271K 0.18% 156
2024
Q3 		$223K Buy
+2,478
New +$212K 0.03% 193
2021
Q3 		– Sell
-18,951
Closed -$1.15M – 255
2021
Q2 		$1.15M Buy
+18,951
New +$1.21M 0.34% 53
2019
Q1 		– Sell
-488,521
Closed -$21.5M – 871
2018
Q4 		$21.5M Buy
+488,521
New +$22.2M 1.1% 8
2018
Q1 		– Sell
-66,601
Closed -$3.2M – 968
2017
Q4 		$3.2M Buy
+66,601
New +$3.39M 0.12% 209
2017
Q2 		– Sell
-88,633
Closed -$4.41M – 1057
2017
Q1 		$4.41M Buy
88,633
+32,831
+59% +$1.62M 0.17% 184
2016
Q4 		$2.75M Buy
+55,802
New +$2.74M 0.11% 252
2015
Q2 		– Sell
-421,532
Closed -$18.7M – 1226
2015
Q1 		$18.7M Buy
421,532
+259,283
+160% +$12.3M 0.66% 31
2014
Q4 		$7.97M Buy
+162,249
New +$7.66M 0.27% 109
2014
Q3 		– Sell
-256,006
Closed -$11.6M – 1226
2014
Q2 		$11.6M Buy
+256,006
New +$11.3M 0.31% 90
2013
Q4 		– Sell
-537,427
Closed -$22.1M – 1214
2013
Q3 		$22.1M Buy
537,427
+334,953
+165% +$14.4M 0.65% 25
2013
Q2 		$8.94M Buy
+202,474
New +$9.31M 0.3% 97

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

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

Stevens Capital Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 3,028 shares — an estimated $292K sold.

Stevens Capital Management first reported a position in SO in Q2 2013 and held it in 14 quarters. The position peaked at $22.1M in Q3 2013. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Stevens Capital Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Stevens Capital Management sold 3,028 Southern Company shares in Q2 2026, an estimated $292K.
  • Stevens Capital Management first reported a position in Southern Company in Q2 2013 and held it in 14 quarters.
  • Stevens Capital Management's Southern Company position peaked at $22.1M in Q3 2013.
  • 2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Stevens Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.