Arrowstreet Capital
SO icon

Arrowstreet Capital’s Southern Company SO Stock Holding History

Arrowstreet Capital’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 		$54M Buy
559,876
+445,652
+390% +$41.2M 0.03% 473
2025
Q4 		$9.96M Sell
114,224
-164,428
-59% -$15M 0.01% 929
2025
Q3 		$26.4M Buy
278,652
+12,292
+5% +$1.15M 0.02% 648
2025
Q2 		$24.5M Buy
266,360
+161,341
+154% +$14.5M 0.02% 632
2025
Q1 		$9.66M Buy
+105,019
New +$9.09M 0.01% 817
2024
Q4 		– Sell
-117,925
Closed -$10.6M – 1962
2024
Q3 		$10.6M Buy
+117,925
New +$10.1M 0.01% 731
2024
Q2 		– Sell
-15,246
Closed -$1.09M – 1756
2024
Q1 		$1.09M Buy
+15,246
New +$1.05M ﹤0.01% 1301
2022
Q4 		– Sell
-16,090
Closed -$1.09M – 1453
2022
Q3 		$1.09M Buy
+16,090
New +$1.22M ﹤0.01% 973
2021
Q2 		– Sell
-4,100
Closed -$255K – 2193
2021
Q1 		$255K Buy
+4,100
New +$245K ﹤0.01% 2110
2020
Q2 		– Sell
-103,000
Closed -$5.58M – 2436
2020
Q1 		$5.58M Buy
+103,000
New +$6.53M 0.02% 699
2019
Q4 		– Sell
-14,600
Closed -$902K – 1905
2019
Q3 		$902K Buy
+14,600
New +$846K ﹤0.01% 1191
2016
Q4 		– Sell
-921,353
Closed -$47.3M – 2412
2016
Q3 		$47.3M Sell
921,353
-1,671,153
-64% -$88M 0.15% 145
2016
Q2 		$139M Buy
2,592,506
+691,693
+36% +$34.8M 0.46% 51
2016
Q1 		$98.3M Buy
+1,900,813
New +$92.6M 0.42% 47
2014
Q3 		– Sell
-1,539,446
Closed -$69.9M – 1108
2014
Q2 		$69.9M Buy
1,539,446
+921,989
+149% +$40.8M 0.36% 67
2014
Q1 		$27.1M Buy
+617,457
New +$25.9M 0.16% 140
2013
Q3 		– Sell
-48,309
Closed -$2.13M – 1115
2013
Q2 		$2.13M Buy
+48,309
New +$2.22M 0.02% 448

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital's SO Position: Q1 2026 in Review

Arrowstreet Capital increased its Southern Company (SO) stake by 390% in Q1 2026, buying an estimated $41.2M and bringing the position to 559,876 shares worth $54M. The position accounts for 0.03% of the portfolio, ranked #473.

Arrowstreet Capital first reported a position in SO in Q2 2013 and has held it in 17 quarters since. The position peaked at $139M in Q2 2016. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Arrowstreet Capital held 559,876 shares of Southern Company worth $54M as of Q1 2026.
  • Arrowstreet Capital bought 445,652 Southern Company shares in Q1 2026, an estimated $41.2M.
  • Southern Company made up 0.03% of Arrowstreet Capital's portfolio in Q1 2026, its #473 holding.
  • Arrowstreet Capital first reported a position in Southern Company in Q2 2013 and has held it in 17 quarters since.
  • Arrowstreet Capital's Southern Company position peaked at $139M in Q2 2016.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Arrowstreet Capital's 13F filing for Q1 2026, filed 14 May 2026.