Capital Innovations LLC’s Southern Co Position
Does Capital Innovations LLC own Southern Co (SO)? Not currently — the last reported position was 115.9K shares worth $10M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$10M
Q4 2025
Shares
115.9K
% of Portfolio
+2.88%
Quarters Held
1
position exited
Position History SO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 115.9K | $10M | +2.88% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Innovations LLC’s full portfolio or all institutional holders of SO.