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Metis Global Partners’s Southern Company SO Stock Holding History

Metis Global 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
Q2 		$11.5M Buy
120,111
+2,684
+2% +$253K 0.26% 64
2026
Q1 		$11.3M Sell
117,427
-1,329
-1% -$123K 0.28% 57
2025
Q4 		$10.4M Buy
118,756
+2,949
+3% +$269K 0.24% 64
2025
Q3 		$11M Buy
115,807
+16,677
+17% +$1.56M 0.26% 58
2025
Q2 		$9.1M Buy
99,130
+6,601
+7% +$593K 0.23% 69
2025
Q1 		$8.51M Buy
92,529
+10,538
+13% +$912K 0.24% 70
2024
Q4 		$6.75M Buy
81,991
+3,791
+5% +$333K 0.2% 76
2024
Q3 		$7.05M Buy
78,200
+10,458
+15% +$893K 0.22% 74
2024
Q2 		$5.25M Buy
67,742
+3,262
+5% +$247K 0.18% 92
2024
Q1 		$4.63M Buy
64,480
+974
+2% +$67.2K 0.17% 108
2023
Q4 		$4.45M Sell
63,506
-1,589
-2% -$109K 0.18% 103
2023
Q3 		$4.21M Buy
65,095
+8,274
+15% +$574K 0.2% 99
2023
Q2 		$3.99M Buy
56,821
+22,710
+67% +$1.63M 0.22% 95
2023
Q1 		$2.37M Buy
34,111
+11,491
+51% +$774K 0.15% 136
2022
Q4 		$1.62M Buy
22,620
+6,879
+44% +$460K 0.14% 163
2022
Q3 		$1.07M Sell
15,741
-129
-0.8% -$9.77K 0.17% 137
2022
Q2 		$1.13M Sell
15,870
-874
-5% -$64.2K 0.18% 129
2022
Q1 		$1.21M Buy
16,744
+7,513
+81% +$509K 0.15% 130
2021
Q4 		$633K Buy
+9,231
New +$588K 0.18% 133

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

Metis Global Partners's SO Position: Q2 2026 in Review

Metis Global Partners increased its Southern Company (SO) stake by 2.3% in Q2 2026, buying an estimated $253K and bringing the position to 120,111 shares worth $11.5M. The position accounts for 0.26% of the portfolio, ranked #64.

Metis Global Partners first reported a position in SO in Q4 2021 and has held it in 19 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Metis Global Partners held 120,111 shares of Southern Company worth $11.5M as of Q2 2026.
  • Metis Global Partners bought 2,684 Southern Company shares in Q2 2026, an estimated $253K.
  • Southern Company made up 0.26% of Metis Global Partners's portfolio in Q2 2026, its #64 holding.
  • Metis Global Partners first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.