Westend Capital Management’s Southern Company SO Stock Holding History

Westend 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 Q1	–	Sell	-156	Closed	-$13.6K	–	273
2025 Q4	$13.6K	Hold	156	–	–	﹤0.01%	138
2025 Q3	$14.8K	Hold	156	–	–	﹤0.01%	116
2025 Q2	$14.3K	Hold	156	–	–	﹤0.01%	110
2025 Q1	$14.3K	Hold	156	–	–	0.01%	103
2024 Q4	$12.8K	Hold	156	–	–	﹤0.01%	104
2024 Q3	$14.1K	Hold	156	–	–	﹤0.01%	112
2024 Q2	$12K	Hold	156	–	–	﹤0.01%	100
2024 Q1	$11.2K	Buy	+156	New	+$10.8K	﹤0.01%	117
2016 Q1	–	Sell	-6,090	Closed	-$285K	–	73
2015 Q4	$285K	Sell	6,090 -3,390	-36%	-$154K	0.39%	48
2015 Q3	$438K	Hold	9,480	–	–	0.56%	39
2015 Q2	$410K	Buy	9,480 +2,025	+27%	+$88.2K	0.48%	43
2015 Q1	$332K	Buy	7,455 +7,025	+1,634%	+$334K	0.39%	47
2014 Q4	$21K	Buy	+430	New	+$20.3K	0.02%	82
2013 Q2	$20K	Buy	+450	New	+$20.7K	0.02%	84

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

Westend Capital Management's SO Position: Q1 2026 in Review

Westend Capital Management sold out of Southern Company (SO) in Q1 2026, closing a stake of 156 shares — an estimated $13.6K sold.

Westend Capital Management first reported a position in SO in Q2 2013 and held it in 14 quarters. The position peaked at $438K in Q3 2015. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Westend Capital Management reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Westend Capital Management sold 156 Southern Company shares in Q1 2026, an estimated $13.6K.
Westend Capital Management first reported a position in Southern Company in Q2 2013 and held it in 14 quarters.
Westend Capital Management's Southern Company position peaked at $438K in Q3 2015.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.