SC
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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
Q2 		$1.36M Buy
14,161
+3,643
+35% +$343K 0.06% 249
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 Buy
6,938
+700
+11% +$48.3K 0.05% 266
2023
Q4 		$437K Buy
+6,238
New +$428K 0.04% 274

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

Syon Capital's SO Position: Q2 2026 in Review

Syon Capital increased its Southern Company (SO) stake by 35% in Q2 2026, buying an estimated $343K and bringing the position to 14,161 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #249.

Syon Capital first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Syon Capital held 14,161 shares of Southern Company worth $1.36M as of Q2 2026.
  • Syon Capital bought 3,643 Southern Company shares in Q2 2026, an estimated $343K.
  • Southern Company made up 0.06% of Syon Capital's portfolio in Q2 2026, its #249 holding.
  • Syon Capital first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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