ZCP
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Z3 Capital Partners’s Southern Company SO Stock Holding History

Z3 Capital Partners’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 		$559K Sell
5,839
-118
-2% -$11.1K 0.12% 113
2026
Q1 		$575K Sell
5,957
-95
-2% -$8.79K 0.15% 104
2025
Q4 		$528K Buy
+6,052
New +$553K 0.13% 112

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Z3 Capital Partners's SO Position: Q2 2026 in Review

Z3 Capital Partners reduced its Southern Company (SO) stake by 2% in Q2 2026, selling an estimated $11.1K and leaving 5,839 shares worth $559K. The position accounts for 0.12% of the portfolio, ranked #113.

Z3 Capital Partners first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $575K in Q1 2026. 2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Z3 Capital Partners held 5,839 shares of Southern Company worth $559K as of Q2 2026.
  • Z3 Capital Partners sold 118 Southern Company shares in Q2 2026, an estimated $11.1K.
  • Southern Company made up 0.12% of Z3 Capital Partners's portfolio in Q2 2026, its #113 holding.
  • Z3 Capital Partners first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Z3 Capital Partners's Southern Company position peaked at $575K in Q1 2026.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Z3 Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.