Occudo Quantitative Strategies’s Southern Company SO Stock Holding History

Occudo Quantitative Strategies’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
2025 Q4	–	Sell	-10,985	Closed	-$1.04M	–	895
2025 Q3	$1.04M	Buy	+10,985	New	+$1.03M	0.13%	226
2025 Q2	–	Sell	-22,887	Closed	-$2.09M	–	874
2025 Q1	$2.09M	Buy	22,887 +8,686	+61%	+$752K	0.28%	98
2024 Q4	$1.17M	Buy	+14,201	New	+$1.25M	0.21%	133
2024 Q2	–	Sell	-8,642	Closed	-$620K	–	982
2024 Q1	$620K	Buy	+8,642	New	+$597K	0.11%	256
2023 Q1	–	Sell	-22,589	Closed	-$1.61M	–	1182
2022 Q4	$1.61M	Buy	22,589 +2,992	+15%	+$200K	0.19%	163
2022 Q3	$1.33M	Buy	+19,597	New	+$1.48M	0.1%	294
2022 Q1	–	Sell	-36,205	Closed	-$2.48M	–	1311
2021 Q4	$2.48M	Buy	36,205 +15,873	+78%	+$1.01M	0.22%	124
2021 Q3	$1.26M	Buy	+20,332	New	+$1.31M	0.15%	194
2021 Q2	–	Sell	-12,463	Closed	-$775K	–	1037
2021 Q1	$775K	Buy	+12,463	New	+$746K	0.17%	193

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Occudo Quantitative Strategies's SO Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Southern Company (SO) in Q4 2025, closing a stake of 10,985 shares — an estimated $1.04M sold.

Occudo Quantitative Strategies first reported a position in SO in Q1 2021 and held it in 9 quarters. The position peaked at $2.48M in Q4 2021. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Occudo Quantitative Strategies reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 10,985 Southern Company shares in Q4 2025, an estimated $1.04M.
Occudo Quantitative Strategies first reported a position in Southern Company in Q1 2021 and held it in 9 quarters.
Occudo Quantitative Strategies's Southern Company position peaked at $2.48M in Q4 2021.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.