SC
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SummitTX Capital’s Southern Company SO Stock Holding History

SummitTX 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
Q2 		$7.34M Buy
+76,665
New +$7.22M 0.19% 136
2025
Q4 		– Sell
-22,376
Closed -$2.12M – 947
2025
Q3 		$2.12M Buy
+22,376
New +$2.09M 0.09% 249

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

SummitTX Capital's SO Position: Q2 2026 in Review

SummitTX Capital opened a new position in Southern Company (SO) in Q2 2026: 76,665 shares worth $7.34M. The stake represents 0.19% of the portfolio and ranks #136 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in SO as recently as Q3 2025.

SummitTX Capital first reported a position in SO in Q3 2025 and has held it in 2 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SummitTX Capital held 76,665 shares of Southern Company worth $7.34M as of Q2 2026.
  • Southern Company was a new SummitTX Capital position in Q2 2026.
  • Southern Company made up 0.19% of SummitTX Capital's portfolio in Q2 2026, its #136 holding.
  • SummitTX Capital first reported a position in Southern Company in Q3 2025 and has held it in 2 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.