Carlson Capital, L.P.’s Southern Co Position
Does Carlson Capital, L.P. own Southern Co (SO)? Not currently — the last reported position was 601.4K shares worth $37M in Q3 2019; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$37M
Q3 2019
Shares
601.4K
% of Portfolio
+0.67%
Quarters Held
2
position exited
Position History SO
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carlson Capital, L.P.’s full portfolio or all institutional holders of SO.