Syon Capital’s Southern Company SO Stock Holding History

Syon 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 Q1	$1.02M	Buy	10,518 +779	+8%	+$72.1K	0.05%	301
2025 Q4	$849K	Sell	9,739 -1,116	-10%	-$102K	0.04%	360
2025 Q3	$1.03M	Buy	10,855 +2,338	+27%	+$218K	0.06%	250
2025 Q2	$782K	Buy	8,517 +2,219	+35%	+$199K	0.05%	259
2025 Q1	$579K	Buy	6,298 +1,119	+22%	+$96.9K	0.05%	284
2024 Q4	$426K	Sell	5,179 -1,198	-19%	-$105K	0.04%	324
2024 Q3	$575K	Sell	6,377 -20	-0.3%	-$1.71K	0.05%	250
2024 Q2	$496K	Sell	6,397 -541	-8%	-$41K	0.05%	263
2024 Q1	$498K	Sell	6,938 -5,538	-44%	-$382K	0.05%	266
2023 Q4	$875K	Buy	+12,476	New	+$857K	0.04%	283

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

Syon Capital's SO Position: Q1 2026 in Review

Syon Capital increased its Southern Company (SO) stake by 8% in Q1 2026, buying an estimated $72.1K and bringing the position to 10,518 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #301.

Syon Capital first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Syon Capital held 10,518 shares of Southern Company worth $1.02M as of Q1 2026.
Syon Capital bought 779 Southern Company shares in Q1 2026, an estimated $72.1K.
Southern Company made up 0.05% of Syon Capital's portfolio in Q1 2026, its #301 holding.
Syon Capital first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
Syon Capital's Southern Company position peaked at $1.03M in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.