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INTECH Investment Management’s Southern Company SO Stock Holding History

INTECH Investment Management’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 		$18.9M Buy
197,585
+30,652
+18% +$2.89M 0.17% 89
2026
Q1 		$16.1M Buy
166,933
+66,572
+66% +$6.16M 0.16% 105
2025
Q4 		$8.75M Sell
100,361
-12,320
-11% -$1.12M 0.08% 207
2025
Q3 		$10.7M Sell
112,681
-4,904
-4% -$458K 0.1% 181
2025
Q2 		$10.8M Buy
117,585
+1,526
+1% +$137K 0.1% 169
2025
Q1 		$10.7M Buy
116,059
+30,618
+36% +$2.65M 0.11% 149
2024
Q4 		$7.03M Buy
85,441
+40,249
+89% +$3.53M 0.07% 241
2024
Q3 		$4.08M Buy
45,192
+5,266
+13% +$450K 0.05% 297
2024
Q2 		$3.1M Sell
39,926
-1,864
-4% -$141K 0.04% 347
2024
Q1 		$3M Buy
41,790
+33,120
+382% +$2.29M 0.04% 304
2023
Q4 		$608K Hold
8,670
– – 0.01% 509
2023
Q3 		$561K Sell
8,670
-24,931
-74% -$1.73M 0.01% 556
2023
Q2 		$2.36M Sell
33,601
-22,152
-40% -$1.59M 0.02% 355
2023
Q1 		$3.88M Sell
55,753
-2,007
-3% -$135K 0.03% 399
2022
Q4 		$4.12M Sell
57,760
-6,028
-9% -$403K 0.03% 397
2022
Q3 		$4.34M Sell
63,788
-43,381
-40% -$3.29M 0.03% 375
2022
Q2 		$7.64M Buy
+107,169
New +$7.87M 0.04% 321

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

INTECH Investment Management's SO Position: Q2 2026 in Review

INTECH Investment Management increased its Southern Company (SO) stake by 18% in Q2 2026, buying an estimated $2.89M and bringing the position to 197,585 shares worth $18.9M. The position accounts for 0.17% of the portfolio, ranked #89.

INTECH Investment Management first reported a position in SO in Q2 2022 and has held it in 17 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • INTECH Investment Management held 197,585 shares of Southern Company worth $18.9M as of Q2 2026.
  • INTECH Investment Management bought 30,652 Southern Company shares in Q2 2026, an estimated $2.89M.
  • Southern Company made up 0.17% of INTECH Investment Management's portfolio in Q2 2026, its #89 holding.
  • INTECH Investment Management first reported a position in Southern Company in Q2 2022 and has held it in 17 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.