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Interchange Capital Partners’s Southern Company SO Stock Holding History

Interchange Capital 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 		$217K Buy
+2,268
New +$214K 0.04% 397
2025
Q4 		– Sell
-2,263
Closed -$214K – 452
2025
Q3 		$214K Buy
+2,263
New +$211K 0.04% 326
2021
Q1 		– Sell
-500
Closed -$30K – 956
2020
Q4 		$30K Buy
+500
New +$30.1K 0.02% 519

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Interchange Capital Partners's SO Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in Southern Company (SO) in Q2 2026: 2,268 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #397 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in SO as recently as Q3 2025.

Interchange Capital Partners first reported a position in SO in Q4 2020 and has held it in 3 quarters since. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Interchange Capital Partners held 2,268 shares of Southern Company worth $217K as of Q2 2026.
  • Southern Company was a new Interchange Capital Partners position in Q2 2026.
  • Southern Company made up 0.04% of Interchange Capital Partners's portfolio in Q2 2026, its #397 holding.
  • Interchange Capital Partners first reported a position in Southern Company in Q4 2020 and has held it in 3 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.