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 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 $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

GQG Partners's SO Position: Q1 2026 in Review

GQG Partners reduced its Southern Company (SO) stake by 0.3% in Q1 2026, selling an estimated $14.9K and leaving 53,702 shares worth $5.18M. The position accounts for 0.01% of the portfolio, ranked #62.

GQG Partners first reported a position in SO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.49B in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

GQG Partners held 53,702 shares of Southern Company worth $5.18M as of Q1 2026.
GQG Partners sold 161 Southern Company shares in Q1 2026, an estimated $14.9K.
Southern Company made up 0.01% of GQG Partners's portfolio in Q1 2026, its #62 holding.
GQG Partners first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
GQG Partners's Southern Company position peaked at $1.49B in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on GQG Partners's 13F filing for Q1 2026, filed 12 May 2026.