Marshall Wace’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 | $225M | Buy |
2,334,078
+1,613,556
| +224% | +$149M | 0.22% | 65 |
|
|
2025
Q4 | $62.8M | Sell |
720,522
-1,330,204
| -65% | -$121M | 0.06% | 293 |
|
|
2025
Q3 | $194M | Sell |
2,050,726
-970,169
| -32% | -$90.6M | 0.2% | 75 |
|
|
2025
Q2 | $277M | Sell |
3,020,895
-667,542
| -18% | -$60M | 0.31% | 46 |
|
|
2025
Q1 | $339M | Sell |
3,688,437
-634,494
| -15% | -$54.9M | 0.43% | 35 |
|
|
2024
Q4 | $356M | Buy |
4,322,931
+3,307,527
| +326% | +$290M | 0.43% | 25 |
|
|
2024
Q3 | $91.6M | Buy |
+1,015,404
| New | +$86.7M | 0.11% | 156 |
|
|
2024
Q2 | – | Sell |
-3,439
| Closed | -$247K | – | 2927 |
|
|
2024
Q1 | $247K | Sell |
3,439
-1,574,752
| -100% | -$109M | ﹤0.01% | 2173 |
|
|
2023
Q4 | $111M | Buy |
1,578,191
+1,561,891
| +9,582% | +$107M | 0.19% | 103 |
|
|
2023
Q3 | $1.05M | Buy |
+16,300
| New | +$1.13M | ﹤0.01% | 1483 |
|
|
2023
Q2 | – | Sell |
-12,048
| Closed | -$838K | – | 2934 |
|
|
2023
Q1 | $838K | Sell |
12,048
-1,506,542
| -99% | -$101M | ﹤0.01% | 1897 |
|
|
2022
Q4 | $108M | Buy |
1,518,590
+635,046
| +72% | +$42.5M | 0.24% | 85 |
|
|
2022
Q3 | $60.1M | Buy |
883,544
+767,544
| +662% | +$58.1M | 0.13% | 158 |
|
|
2022
Q2 | $8.27M | Buy |
+116,000
| New | +$8.52M | 0.02% | 1002 |
|
|
2022
Q1 | – | Sell |
-129,289
| Closed | -$8.87M | – | 3968 |
|
|
2021
Q4 | $8.87M | Buy |
129,289
+3,532
| +3% | +$225K | 0.02% | 946 |
|
|
2021
Q3 | $7.79M | Sell |
125,757
-400,480
| -76% | -$25.8M | 0.03% | 706 |
|
|
2021
Q2 | $31.8M | Buy |
526,237
+398,866
| +313% | +$25.5M | 0.14% | 146 |
|
|
2021
Q1 | $7.92M | Buy |
127,371
+112,437
| +753% | +$6.73M | 0.04% | 573 |
|
|
2020
Q4 | $918K | Buy |
+14,934
| New | +$898K | 0.01% | 1247 |
|
|
2020
Q2 | – | Sell |
-2,886
| Closed | -$156K | – | 1911 |
|
|
2020
Q1 | $156K | Buy |
+2,886
| New | +$183K | ﹤0.01% | 1233 |
|
|
2019
Q4 | – | Sell |
-25,592
| Closed | -$1.58M | – | 2029 |
|
|
2019
Q3 | $1.58M | Buy |
+25,592
| New | +$1.48M | 0.01% | 826 |
|
|
2017
Q4 | – | Sell |
-25,031
| Closed | -$1.23M | – | 476 |
|
|
2017
Q3 | $1.23M | Buy |
+25,031
| New | +$1.21M | 0.06% | 205 |
|
|
2017
Q2 | – | Sell |
-74,822
| Closed | -$3.74M | – | 383 |
|
|
2017
Q1 | $3.74M | Buy |
+74,822
| New | +$3.7M | 0.18% | 99 |
|
Other funds holding SO
VCM
VPM
Marshall Wace's SO Position: Q1 2026 in Review
Marshall Wace increased its Southern Company (SO) stake by 224% in Q1 2026, buying an estimated $149M and bringing the position to 2,334,078 shares worth $225M. The position accounts for 0.22% of the portfolio, ranked #65.
Marshall Wace first reported a position in SO in Q1 2017 and has held it in 23 quarters since. The position peaked at $356M in Q4 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Marshall Wace held 2,334,078 shares of Southern Company worth $225M as of Q1 2026.
- Marshall Wace bought 1,613,556 Southern Company shares in Q1 2026, an estimated $149M.
- Southern Company made up 0.22% of Marshall Wace's portfolio in Q1 2026, its #65 holding.
- Marshall Wace first reported a position in Southern Company in Q1 2017 and has held it in 23 quarters since.
- Marshall Wace's Southern Company position peaked at $356M in Q4 2024.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.