IQ EQ Fund Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $543K | Hold |
5,625
| – | – | 0.04% | 245 |
|
|
2025
Q4 | $491K | Hold |
5,625
| – | – | 0.03% | 255 |
|
|
2025
Q3 | $533K | Hold |
5,625
| – | – | 0.04% | 257 |
|
|
2025
Q2 | $517K | Hold |
5,625
| – | – | 0.05% | 255 |
|
|
2025
Q1 | $517K | Hold |
5,625
| – | – | 0.06% | 240 |
|
|
2024
Q4 | $463K | Hold |
5,625
| – | – | 0.05% | 241 |
|
|
2024
Q3 | $507K | Sell |
5,625
-250
| -4% | -$21.4K | 0.05% | 259 |
|
|
2024
Q2 | $456K | Sell |
5,875
-179
| -3% | -$13.6K | 0.05% | 256 |
|
|
2024
Q1 | $434K | Hold |
6,054
| – | – | 0.05% | 249 |
|
|
2023
Q4 | $425K | Hold |
6,054
| – | – | 0.05% | 239 |
|
|
2023
Q3 | $392K | Hold |
6,054
| – | – | 0.08% | 183 |
|
|
2023
Q2 | $425K | Hold |
6,054
| – | – | 0.08% | 177 |
|
|
2023
Q1 | $421K | Hold |
6,054
| – | – | 0.08% | 158 |
|
|
2022
Q4 | $432K | Hold |
6,054
| – | – | 0.09% | 154 |
|
|
2022
Q3 | $412K | Hold |
6,054
| – | – | 0.09% | 161 |
|
|
2022
Q2 | $432K | Sell |
6,054
-567
| -9% | -$41.6K | 0.09% | 158 |
|
|
2022
Q1 | $480K | Sell |
6,621
-465
| -7% | -$31.5K | 0.08% | 163 |
|
|
2021
Q4 | $486K | Hold |
7,086
| – | – | 0.07% | 173 |
|
|
2021
Q3 | $439K | Sell |
7,086
-200
| -3% | -$12.9K | 0.07% | 196 |
|
|
2021
Q2 | $441K | Hold |
7,286
| – | – | 0.07% | 196 |
|
|
2021
Q1 | $453K | Hold |
7,286
| – | – | 0.08% | 187 |
|
|
2020
Q4 | $448K | Hold |
7,286
| – | – | 0.1% | 162 |
|
|
2020
Q3 | $395K | Hold |
7,286
| – | – | 0.12% | 149 |
|
|
2020
Q2 | $378K | Sell |
7,286
-481
| -6% | -$26.7K | 0.13% | 115 |
|
|
2020
Q1 | $421K | Hold |
7,767
| – | – | 0.17% | 100 |
|
|
2019
Q4 | $495K | Hold |
7,767
| – | – | 0.16% | 105 |
|
|
2019
Q3 | $480K | Hold |
7,767
| – | – | 0.16% | 107 |
|
|
2019
Q2 | $429K | Buy |
+7,767
| New | +$416K | 0.14% | 116 |
|
|
2018
Q4 | $619K | Hold |
14,093
| – | – | 0.23% | 97 |
|
|
2018
Q3 | $632K | Buy |
14,093
+490
| +4% | +$22.6K | 0.17% | 103 |
|
|
2018
Q2 | $630K | Buy |
+13,603
| New | +$609K | 0.17% | 98 |
|
|
2017
Q1 | $826K | Hold |
14,916
| – | – | 0.16% | 94 |
|
|
2016
Q4 | $829K | Sell |
14,916
-393
| -3% | -$19.3K | 0.15% | 92 |
|
|
2016
Q3 | $833K | Sell |
15,309
-99
| -0.6% | -$5.21K | 0.15% | 86 |
|
|
2016
Q2 | $884K | Sell |
15,408
-3,108
| -17% | -$156K | 0.17% | 82 |
|
|
2016
Q1 | $1.04M | Sell |
18,516
-231
| -1% | -$11.3K | 0.19% | 79 |
|
|
2015
Q4 | $992K | Buy |
18,747
+100
| +0.5% | +$4.53K | 0.17% | 82 |
|
|
2015
Q3 | $922K | Sell |
18,647
-485
| -3% | -$21.3K | 0.15% | 82 |
|
|
2015
Q2 | $888K | Sell |
19,132
-55
| -0.3% | -$2.4K | 0.13% | 67 |
|
|
2015
Q1 | $970K | Sell |
19,187
-614
| -3% | -$29.2K | 0.13% | 63 |
|
|
2014
Q4 | $1.01M | Buy |
+19,801
| New | +$935K | 0.15% | 62 |
|
Other funds holding SO
VCM
VPM
IQ EQ Fund Management's SO Position: Q1 2026 in Review
IQ EQ Fund Management held its Southern Company (SO) position steady in Q1 2026 at 5,625 shares worth $543K. The position accounts for 0.04% of the portfolio, ranked #245.
IQ EQ Fund Management first reported a position in SO in Q4 2014 and has held it in 41 quarters since. The position peaked at $1.04M in Q1 2016. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- IQ EQ Fund Management held 5,625 shares of Southern Company worth $543K as of Q1 2026.
- IQ EQ Fund Management left its Southern Company share count unchanged in Q1 2026.
- Southern Company made up 0.04% of IQ EQ Fund Management's portfolio in Q1 2026, its #245 holding.
- IQ EQ Fund Management first reported a position in Southern Company in Q4 2014 and has held it in 41 quarters since.
- IQ EQ Fund Management's Southern Company position peaked at $1.04M in Q1 2016.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.