Marshall Wace
SO icon

Marshall Wace’s Southern Company SO Stock Holding History

Marshall Wace’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 		– Sell
-100
Closed -$9.65K – 3702
2026
Q1 		$9.65K Sell
100
-1,300
-93% -$120K ﹤0.01% 3095
2025
Q4 		$122K Buy
1,400
+900
+180% +$82.2K ﹤0.01% 2684
2025
Q3 		$47.4K Buy
+500
New +$46.7K ﹤0.01% 2733

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

Marshall Wace's SO Position: Q2 2026 in Review

Marshall Wace reduced its Southern Company (SO) stake by 99% in Q2 2026, selling an estimated $217M and leaving 30,253 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Marshall Wace first reported a position in SO in Q1 2017 and has held it in 24 quarters since. The position peaked at $356M in Q4 2024. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Marshall Wace held 30,253 shares of Southern Company worth $2.9M as of Q2 2026.
  • Marshall Wace sold 2,303,825 Southern Company shares in Q2 2026, an estimated $217M.
  • Southern Company made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1646 holding.
  • Marshall Wace first reported a position in Southern Company in Q1 2017 and has held it in 24 quarters since.
  • Marshall Wace's Southern Company position peaked at $356M in Q4 2024.
  • 2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.