AlphaGrep UK
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AlphaGrep UK’s Southern Company SO Stock Holding History

AlphaGrep UK’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 		$210K Buy
+2,534
New +$231K 0.06% 663
2026
Q1 		– Sell
-5,077
Closed -$443K – 925
2025
Q4 		$443K Buy
+5,077
New +$463K 0.15% 249

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AlphaGrep UK's SO Position: Q3 2026 in Review

AlphaGrep UK opened a new position in Southern Company (SO) in Q3 2026: 2,534 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #663 among its holdings. This is a return to the name: AlphaGrep UK previously reported a position in SO as recently as Q4 2025.

AlphaGrep UK first reported a position in SO in Q4 2025 and has held it in 2 quarters since. The position peaked at $443K in Q4 2025. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • AlphaGrep UK held 2,534 shares of Southern Company worth $210K as of Q3 2026.
  • Southern Company was a new AlphaGrep UK position in Q3 2026.
  • Southern Company made up 0.06% of AlphaGrep UK's portfolio in Q3 2026, its #663 holding.
  • AlphaGrep UK first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • AlphaGrep UK's Southern Company position peaked at $443K in Q4 2025.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.