MQS 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
Q2
$563K Buy
+5,886
New +$554K 0.69% 19
2024
Q1
Sell
-5,057
Closed -$355K 654
2023
Q4
$355K Buy
+5,057
New +$347K 0.2% 219

Other funds holding SO

MQS Management's SO Position: Q2 2026 in Review

MQS Management opened a new position in Southern Company (SO) in Q2 2026: 5,886 shares worth $563K. The stake represents 0.69% of the portfolio and ranks #19 among its holdings. This is a return to the name: MQS Management previously reported a position in SO as recently as Q4 2023.

MQS Management first reported a position in SO in Q4 2023 and has held it in 2 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • MQS Management held 5,886 shares of Southern Company worth $563K as of Q2 2026.
  • Southern Company was a new MQS Management position in Q2 2026.
  • Southern Company made up 0.69% of MQS Management's portfolio in Q2 2026, its #19 holding.
  • MQS Management first reported a position in Southern Company in Q4 2023 and has held it in 2 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.