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Optas LLC’s Southern Company SO Stock Holding History

Optas LLC’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 		$259K Buy
2,704
+30
+1% +$2.82K 0.04% 371
2026
Q1 		$258K Buy
+2,674
New +$247K 0.04% 355
2025
Q4 		– Sell
-2,816
Closed -$267K – 507
2025
Q3 		$267K Buy
2,816
+193
+7% +$18K 0.05% 289
2025
Q2 		$241K Buy
+2,623
New +$236K 0.05% 271
2020
Q2 		– Sell
-5,259
Closed -$285K – 146
2020
Q1 		$285K Sell
5,259
-449
-8% -$28.4K 0.14% 96
2019
Q4 		$363K Buy
+5,708
New +$354K 0.14% 100

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

Optas LLC's SO Position: Q2 2026 in Review

Optas LLC increased its Southern Company (SO) stake by 1.1% in Q2 2026, buying an estimated $2.82K and bringing the position to 2,704 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #371.

Optas LLC first reported a position in SO in Q4 2019 and has held it in 6 quarters since. The position peaked at $363K in Q4 2019. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Optas LLC held 2,704 shares of Southern Company worth $259K as of Q2 2026.
  • Optas LLC bought 30 Southern Company shares in Q2 2026, an estimated $2.82K.
  • Southern Company made up 0.04% of Optas LLC's portfolio in Q2 2026, its #371 holding.
  • Optas LLC first reported a position in Southern Company in Q4 2019 and has held it in 6 quarters since.
  • Optas LLC's Southern Company position peaked at $363K in Q4 2019.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.