Private Capital's SO Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 7,622 shares of The Southern Company (SO) worth $664,622, representing 0.06% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in SO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 28,000 shares. Largest reduction occurred in Q1 2024, reducing 23,460 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's The Southern Company (SO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Southern Company (SO) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -500 | Reduce 6.16% | 7,622 | $87.20 |
| Q3 2024 | -4,000 | Reduce 33.00% | 8,122 | $90.18 |
| Q1 2024 | -23,460 | Reduce 65.93% | 12,122 | $71.74 |
| Q4 2023 | +28,000 | Add 369.30% | 35,582 | $70.12 |
| Q2 2023 | +82 | Add 1.09% | 7,582 | $70.25 |
| Q1 2023 | +3,500 | Add 87.50% | 7,500 | $69.58 |
| Q4 2022 | +4,000 | New Buy | 4,000 | $71.41 |
Private Capital's The Southern Company Investment FAQs
Private Capital first purchased The Southern Company (SO) in Q4 2022, acquiring 4,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held The Southern Company (SO) for 13 quarters since Q4 2022.
Private Capital's largest addition to The Southern Company (SO) was in Q4 2023, adding 35,582 shares worth $2.49 M.
According to the latest 13F filing for Q4 2025, Private Capital's firm, Private Capital Management, LLC, owns 7,622 shares of The Southern Company (SO), valued at approximately $664,622.
As of the Q4 2025 filing, The Southern Company (SO) represents approximately 0.06% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in The Southern Company (SO) was 35,582 shares, as reported at the end of Q4 2023.