Sunpointe’s Southern Company SO Stock Holding History

Sunpointe’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 Q1	$233K	Buy	+2,412	New	+$223K	0.08%	233
2025 Q4	–	Sell	-2,215	Closed	-$210K	–	276
2025 Q3	$210K	Sell	2,215 -233	-10%	-$21.8K	0.08%	234
2025 Q2	$225K	Sell	2,448 -370	-13%	-$33.2K	0.09%	207
2025 Q1	$259K	Sell	2,818 -251	-8%	-$21.7K	0.14%	135
2024 Q4	$253K	Buy	3,069 +94	+3%	+$8.25K	0.13%	146
2024 Q3	$268K	Sell	2,975 -878	-23%	-$75K	0.22%	115
2024 Q2	$299K	Sell	3,853 -1,018	-21%	-$77.1K	0.19%	106
2024 Q1	$349K	Buy	4,871 +191	+4%	+$13.2K	0.39%	81
2023 Q4	$328K	Buy	+4,680	New	+$321K	0.42%	76

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sunpointe's SO Position: Q1 2026 in Review

Sunpointe opened a new position in Southern Company (SO) in Q1 2026: 2,412 shares worth $233K. The stake represents 0.08% of the portfolio and ranks #233 among its holdings. This is a return to the name: Sunpointe previously reported a position in SO as recently as Q3 2025.

Sunpointe first reported a position in SO in Q4 2023 and has held it in 9 quarters since. The position peaked at $349K in Q1 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Sunpointe held 2,412 shares of Southern Company worth $233K as of Q1 2026.
Southern Company was a new Sunpointe position in Q1 2026.
Southern Company made up 0.08% of Sunpointe's portfolio in Q1 2026, its #233 holding.
Sunpointe first reported a position in Southern Company in Q4 2023 and has held it in 9 quarters since.
Sunpointe's Southern Company position peaked at $349K in Q1 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.