Insight Inv LLC
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Insight Inv LLC’s Southern Company SO Stock Holding History

Insight Inv LLC’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 		$722K Hold
8,705
– – 0.34% 59
2026
Q2 		$833K Sell
8,705
-215
-2% -$20.2K 0.39% 59
2026
Q1 		$861K Buy
8,920
+75
+0.8% +$6.94K 0.47% 60
2025
Q4 		$771K Hold
8,845
– – 0.43% 64
2025
Q3 		$838K Hold
8,845
– – 0.49% 59
2025
Q2 		$812K Sell
8,845
-185
-2% -$16.6K 0.54% 58
2025
Q1 		$830K Hold
9,030
– – 0.57% 58
2024
Q4 		$743K Buy
9,030
+700
+8% +$61.4K 0.52% 57
2024
Q3 		$751K Sell
8,330
-20
-0.2% -$1.71K 0.63% 54
2024
Q2 		$648K Sell
8,350
-355
-4% -$26.9K 0.56% 56
2024
Q1 		$624K Sell
8,705
-1,825
-17% -$126K 0.54% 57
2023
Q4 		$738K Buy
10,530
+150
+1% +$10.3K 0.72% 54
2023
Q3 		$690K Sell
10,380
-190
-2% -$13.2K 0.76% 51
2023
Q2 		$743K Buy
10,570
+1,615
+18% +$116K 0.76% 52
2023
Q1 		$623K Buy
8,955
+40
+0.4% +$2.69K 0.67% 59
2022
Q4 		$637K Hold
8,915
– – 0.64% 61
2022
Q3 		$606K Sell
8,915
-575
-6% -$43.6K 0.67% 61
2022
Q2 		$677K Hold
9,490
– – 0.68% 59
2022
Q1 		$688K Buy
9,490
+1,595
+20% +$108K 0.62% 61
2021
Q4 		$541K Buy
+7,895
New +$503K 0.5% 63

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

Insight Inv LLC's SO Position: Q3 2026 in Review

Insight Inv LLC held its Southern Company (SO) position steady in Q3 2026 at 8,705 shares worth $722K. The position accounts for 0.34% of the portfolio, ranked #59.

Insight Inv LLC first reported a position in SO in Q4 2021 and has held it in 20 quarters since. The position peaked at $861K in Q1 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Insight Inv LLC held 8,705 shares of Southern Company worth $722K as of Q3 2026.
  • Insight Inv LLC left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.34% of Insight Inv LLC's portfolio in Q3 2026, its #59 holding.
  • Insight Inv LLC first reported a position in Southern Company in Q4 2021 and has held it in 20 quarters since.
  • Insight Inv LLC's Southern Company position peaked at $861K in Q1 2026.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Insight Inv LLC's 13F filing for Q3 2026, filed 27 Oct 2026.