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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.