Wynn Capital’s Southern Company SO Stock Holding History

Wynn 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 Q3	$405K	Sell	4,892 -79	-2%	-$7.2K	0.18%	82
2026 Q2	$476K	Buy	4,971 +55	+1%	+$5.18K	0.21%	74
2026 Q1	$474K	Sell	4,916 -110	-2%	-$10.2K	0.24%	69
2025 Q4	$438K	Hold	5,026	–	–	0.21%	74
2025 Q3	$476K	Sell	5,026 -10	-0.2%	-$934	0.23%	72
2025 Q2	$462K	Sell	5,036 -5	-0.1%	-$449	0.25%	74
2025 Q1	$464K	Sell	5,041 -157	-3%	-$13.6K	0.28%	69
2024 Q4	$428K	Hold	5,198	–	–	0.27%	71
2024 Q3	$469K	Hold	5,198	–	–	0.31%	68
2024 Q2	$403K	Buy	5,198 +69	+1%	+$5.23K	0.3%	69
2024 Q1	$368K	Buy	5,129 +301	+6%	+$20.8K	0.28%	73
2023 Q4	$339K	Buy	+4,828	New	+$332K	0.28%	74

Other funds holding SO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Wynn Capital's SO Position: Q3 2026 in Review

Wynn Capital reduced its Southern Company (SO) stake by 1.6% in Q3 2026, selling an estimated $7.2K and leaving 4,892 shares worth $405K. The position accounts for 0.18% of the portfolio, ranked #82.

Wynn Capital first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $476K in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Wynn Capital held 4,892 shares of Southern Company worth $405K as of Q3 2026.
Wynn Capital sold 79 Southern Company shares in Q3 2026, an estimated $7.2K.
Southern Company made up 0.18% of Wynn Capital's portfolio in Q3 2026, its #82 holding.
Wynn Capital first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
Wynn Capital's Southern Company position peaked at $476K in Q3 2025.
1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Wynn Capital's 13F filing for Q3 2026, filed 13 Oct 2026.