Optiver Holding
SO icon

Optiver Holding’s Southern Company SO Stock Holding History

Optiver Holding’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 		$216K Sell
2,253
-553
-20% -$52.1K ﹤0.01% 879
2026
Q1 		$271K Buy
2,806
+1,036
+59% +$95.8K ﹤0.01% 752
2025
Q4 		$154K Buy
+1,770
New +$162K ﹤0.01% 751
2025
Q1 		– Sell
-3,733
Closed -$307K – 1562
2024
Q4 		$307K Buy
3,733
+890
+31% +$78.1K ﹤0.01% 452
2024
Q3 		$256K Buy
+2,843
New +$243K ﹤0.01% 444

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

Optiver Holding's SO Position: Q2 2026 in Review

Optiver Holding reduced its Southern Company (SO) stake by 20% in Q2 2026, selling an estimated $52.1K and leaving 2,253 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Optiver Holding first reported a position in SO in Q3 2024 and has held it in 5 quarters since. The position peaked at $307K in Q4 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Optiver Holding held 2,253 shares of Southern Company worth $216K as of Q2 2026.
  • Optiver Holding sold 553 Southern Company shares in Q2 2026, an estimated $52.1K.
  • Southern Company made up ﹤0.01% of Optiver Holding's portfolio in Q2 2026, its #879 holding.
  • Optiver Holding first reported a position in Southern Company in Q3 2024 and has held it in 5 quarters since.
  • Optiver Holding's Southern Company position peaked at $307K in Q4 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Optiver Holding's 13F filing for Q2 2026, filed 12 Aug 2026.