Paradigm Asset Management’s Southern Company SO Stock Holding History

Paradigm Asset Management’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 Q3	$240K	Hold	2,900	–	–	0.06%	231
2026 Q2	$278K	Buy	+2,900	New	+$273K	0.06%	242
2020 Q4	–	Sell	-13,400	Closed	-$727K	–	447
2020 Q3	$727K	Sell	13,400 -2,300	-15%	-$123K	0.23%	192
2020 Q2	$814K	Sell	15,700 -3,150	-17%	-$175K	0.25%	151
2020 Q1	$1.02M	Hold	18,850	–	–	0.39%	81
2019 Q4	$1.2M	Buy	18,850 +2,450	+15%	+$152K	0.36%	99
2019 Q3	$1.01M	Sell	16,400 -3,900	-19%	-$226K	0.33%	119
2019 Q2	$1.12M	Buy	+20,300	New	+$1.09M	0.32%	166

Other funds holding SO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Paradigm Asset Management's SO Position: Q3 2026 in Review

Paradigm Asset Management held its Southern Company (SO) position steady in Q3 2026 at 2,900 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #231.

Paradigm Asset Management first reported a position in SO in Q2 2019 and has held it in 8 quarters since. The position peaked at $1.2M in Q4 2019. 1,393 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Paradigm Asset Management held 2,900 shares of Southern Company worth $240K as of Q3 2026.
Paradigm Asset Management left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.06% of Paradigm Asset Management's portfolio in Q3 2026, its #231 holding.
Paradigm Asset Management first reported a position in Southern Company in Q2 2019 and has held it in 8 quarters since.
Paradigm Asset Management's Southern Company position peaked at $1.2M in Q4 2019.
1,393 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Paradigm Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.