Interchange Capital Partners
SO icon

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
Q3 		$231K Buy
2,784
+516
+23% +$47K 0.04% 394
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Interchange Capital Partners's SO Position: Q3 2026 in Review

Interchange Capital Partners increased its Southern Company (SO) stake by 23% in Q3 2026, buying an estimated $47K and bringing the position to 2,784 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #394.

Interchange Capital Partners first reported a position in SO in Q4 2020 and has held it in 4 quarters since. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Interchange Capital Partners held 2,784 shares of Southern Company worth $231K as of Q3 2026.
  • Interchange Capital Partners bought 516 Southern Company shares in Q3 2026, an estimated $47K.
  • Southern Company made up 0.04% of Interchange Capital Partners's portfolio in Q3 2026, its #394 holding.
  • Interchange Capital Partners first reported a position in Southern Company in Q4 2020 and has held it in 4 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.