IC
SO icon

IEQ Capital’s Southern Company SO Stock Holding History

IEQ 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 		$3.2M Buy
33,131
+286
+0.9% +$26.5K 0.01% 625
2025
Q4 		$2.86M Buy
32,845
+192
+0.6% +$17.5K 0.01% 681
2025
Q3 		$3.09M Sell
32,653
-4,666
-13% -$436K 0.01% 622
2025
Q2 		$3.43M Sell
37,319
-11,454
-23% -$1.03M 0.02% 518
2025
Q1 		$4.48M Sell
48,773
-3,408
-7% -$295K 0.04% 371
2024
Q4 		$4.3M Sell
52,181
-15,943
-23% -$1.4M 0.04% 301
2024
Q3 		$6.14M Sell
68,124
-6,935
-9% -$592K 0.08% 170
2024
Q2 		$5.82M Buy
75,059
+5,109
+7% +$387K 0.08% 163
2024
Q1 		$5.02M Buy
69,950
+7,232
+12% +$499K 0.07% 178
2023
Q4 		$4.4M Buy
62,718
+3,089
+5% +$212K 0.07% 175
2023
Q3 		$3.86M Buy
59,629
+1,758
+3% +$122K 0.08% 163
2023
Q2 		$4.07M Buy
57,871
+2,007
+4% +$144K 0.08% 166
2023
Q1 		$3.89M Buy
55,864
+9,516
+21% +$641K 0.09% 163
2022
Q4 		$3.31M Buy
46,348
+5,653
+14% +$378K 0.09% 166
2022
Q3 		$2.77M Buy
40,695
+3,266
+9% +$247K 0.08% 183
2022
Q2 		$2.67M Buy
37,429
+15,321
+69% +$1.12M 0.08% 166
2022
Q1 		$1.6M Buy
22,108
+1,656
+8% +$112K 0.04% 244
2021
Q4 		$1.4M Buy
20,452
+937
+5% +$59.7K 0.03% 248
2021
Q3 		$1.21M Buy
19,515
+12,821
+192% +$825K 0.03% 259
2021
Q2 		$405K Buy
6,694
+1,896
+40% +$121K 0.01% 398
2021
Q1 		$298K Buy
+4,798
New +$287K 0.01% 359
2020
Q2 		– Sell
-6,705
Closed -$364K – 394
2020
Q1 		$364K Buy
6,705
+2,414
+56% +$153K 0.03% 246
2019
Q4 		$273K Buy
+4,291
New +$266K 0.02% 332

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

IEQ Capital's SO Position: Q1 2026 in Review

IEQ Capital increased its Southern Company (SO) stake by 0.87% in Q1 2026, buying an estimated $26.5K and bringing the position to 33,131 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #625.

IEQ Capital first reported a position in SO in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.14M in Q3 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • IEQ Capital held 33,131 shares of Southern Company worth $3.2M as of Q1 2026.
  • IEQ Capital bought 286 Southern Company shares in Q1 2026, an estimated $26.5K.
  • Southern Company made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #625 holding.
  • IEQ Capital first reported a position in Southern Company in Q4 2019 and has held it in 23 quarters since.
  • IEQ Capital's Southern Company position peaked at $6.14M in Q3 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.