AlphaQuest’s Southern Company SO Stock Holding History

AlphaQuest’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 Q1	–	Sell	-35,023	Closed	-$3.05M	–	1789
2025 Q4	$3.05M	Buy	35,023 +21,204	+153%	+$1.94M	0.17%	96
2025 Q3	$1.31M	Buy	13,819 +10,233	+285%	+$955K	0.09%	323
2025 Q2	$329K	Sell	3,586 -26,593	-88%	-$2.39M	0.03%	830
2025 Q1	$2.77M	Buy	30,179 +23,111	+327%	+$2M	0.3%	29
2024 Q4	$582K	Sell	7,068 -15,620	-69%	-$1.37M	0.08%	413
2024 Q3	$2.05M	Buy	+22,688	New	+$1.94M	0.18%	134
2024 Q1	–	Sell	-11,117	Closed	-$780K	–	1792
2023 Q4	$780K	Buy	+11,117	New	+$763K	0.17%	208

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AlphaQuest's SO Position: Q1 2026 in Review

AlphaQuest sold out of Southern Company (SO) in Q1 2026, closing a stake of 35,023 shares — an estimated $3.05M sold.

AlphaQuest first reported a position in SO in Q4 2023 and held it in 7 quarters. The position peaked at $3.05M in Q4 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

AlphaQuest reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 35,023 Southern Company shares in Q1 2026, an estimated $3.05M.
AlphaQuest first reported a position in Southern Company in Q4 2023 and held it in 7 quarters.
AlphaQuest's Southern Company position peaked at $3.05M in Q4 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.