Anchyra Partners
SO icon

Anchyra Partners’s Southern Company SO Stock Holding History

Anchyra Partners’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 		$2.89M Sell
34,921
-89
-0.3% -$8.11K 0.61% 30
2026
Q2 		$3.35M Buy
35,010
+115
+0.3% +$10.8K 0.8% 23
2026
Q1 		$3.37M Buy
34,895
+159
+0.5% +$14.7K 1.02% 13
2025
Q4 		$3.03M Buy
+34,736
New +$3.17M 0.93% 13

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Anchyra Partners's SO Position: Q3 2026 in Review

Anchyra Partners reduced its Southern Company (SO) stake by 0.25% in Q3 2026, selling an estimated $8.11K and leaving 34,921 shares worth $2.89M. The position accounts for 0.61% of the portfolio, ranked #30.

Anchyra Partners first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.37M in Q1 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Anchyra Partners held 34,921 shares of Southern Company worth $2.89M as of Q3 2026.
  • Anchyra Partners sold 89 Southern Company shares in Q3 2026, an estimated $8.11K.
  • Southern Company made up 0.61% of Anchyra Partners's portfolio in Q3 2026, its #30 holding.
  • Anchyra Partners first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • Anchyra Partners's Southern Company position peaked at $3.37M in Q1 2026.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Anchyra Partners's 13F filing for Q3 2026, filed 13 Oct 2026.