GQG Partners’s Southern Company SO Stock Holding History

GQG 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 Q2	$5.15M	Buy	53,777 +75	+0.1%	+$7.06K	0.01%	79
2026 Q1	$5.18M	Sell	53,702 -161	-0.3%	-$14.9K	0.01%	62
2025 Q4	$4.7M	Sell	53,863 -550	-1%	-$50.2K	0.01%	64
2025 Q3	$5.16M	Sell	54,413 -4,126	-7%	-$385K	0.01%	65
2025 Q2	$5.38M	Buy	58,539 +7,461	+15%	+$670K	0.01%	69
2025 Q1	$4.7M	Sell	51,078 -14,751,176	-100%	-$1.28B	0.01%	67
2024 Q4	$1.22B	Sell	14,802,254 -1,753,649	-11%	-$154M	1.81%	21
2024 Q3	$1.49B	Buy	16,555,903 +2,876,886	+21%	+$246M	2.34%	12
2024 Q2	$1.06B	Buy	+13,679,017	New	+$1.04B	1.61%	22

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GQG Partners's SO Position: Q2 2026 in Review

GQG Partners increased its Southern Company (SO) stake by 0.14% in Q2 2026, buying an estimated $7.06K and bringing the position to 53,777 shares worth $5.15M. The position accounts for 0.01% of the portfolio, ranked #79.

GQG Partners first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49B in Q3 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

GQG Partners held 53,777 shares of Southern Company worth $5.15M as of Q2 2026.
GQG Partners bought 75 Southern Company shares in Q2 2026, an estimated $7.06K.
Southern Company made up 0.01% of GQG Partners's portfolio in Q2 2026, its #79 holding.
GQG Partners first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
GQG Partners's Southern Company position peaked at $1.49B in Q3 2024.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on GQG Partners's 13F filing for Q2 2026, filed 12 Aug 2026.