Penserra Capital 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 | $8K | Sell |
93
-10,080
| -99% | -$949K | ﹤0.01% | 922 |
|
|
2026
Q1 | $980K | Buy |
10,173
+10,080
| +10,839% | +$932K | 0.01% | 474 |
|
|
2025
Q4 | $8K | Hold |
93
| – | – | ﹤0.01% | 866 |
|
|
2025
Q3 | $8K | Hold |
93
| – | – | ﹤0.01% | 852 |
|
|
2025
Q2 | $8K | Sell |
93
-14,646
| -99% | -$1.32M | ﹤0.01% | 840 |
|
|
2025
Q1 | $1.35M | Buy |
14,739
+11,870
| +414% | +$1.03M | 0.02% | 360 |
|
|
2024
Q4 | $235K | Buy |
2,869
+2,776
| +2,985% | +$244K | ﹤0.01% | 716 |
|
|
2024
Q3 | $8K | Buy |
93
+3
| +3% | +$256 | ﹤0.01% | 904 |
|
|
2024
Q2 | $7K | Hold |
90
| – | – | ﹤0.01% | 1041 |
|
|
2024
Q1 | $6K | Sell |
90
-4,959
| -98% | -$342K | ﹤0.01% | 1054 |
|
|
2023
Q4 | $353K | Sell |
5,049
-1,059
| -17% | -$72.7K | 0.01% | 600 |
|
|
2023
Q3 | $394K | Sell |
6,108
-953
| -13% | -$66.1K | 0.01% | 588 |
|
|
2023
Q2 | $495K | Buy |
7,061
+6,442
| +1,041% | +$462K | 0.01% | 527 |
|
|
2023
Q1 | $43K | Sell |
619
-51,339
| -99% | -$3.46M | ﹤0.01% | 861 |
|
|
2022
Q4 | $3.71M | Buy |
+51,958
| New | +$3.47M | 0.08% | 175 |
|
|
2022
Q2 | – | Sell |
-440
| Closed | -$31K | – | 1502 |
|
|
2022
Q1 | $31K | Sell |
440
-178
| -29% | -$12.1K | ﹤0.01% | 1124 |
|
|
2021
Q4 | $42K | Buy |
618
+36
| +6% | +$2.29K | ﹤0.01% | 1068 |
|
|
2021
Q3 | $36K | Buy |
582
+122
| +27% | +$7.86K | ﹤0.01% | 1146 |
|
|
2021
Q2 | $27K | Buy |
+460
| New | +$29.4K | ﹤0.01% | 1107 |
|
|
2020
Q4 | – | Sell |
-1,572
| Closed | -$85K | – | 1124 |
|
|
2020
Q3 | $85K | Buy |
1,572
+90
| +6% | +$4.81K | ﹤0.01% | 513 |
|
|
2020
Q2 | $76K | Sell |
1,482
-243
| -14% | -$13.5K | ﹤0.01% | 630 |
|
|
2020
Q1 | $95K | Buy |
1,725
+129
| +8% | +$8.17K | 0.01% | 589 |
|
|
2019
Q4 | $112K | Sell |
1,596
-24,072
| -94% | -$1.49M | 0.01% | 556 |
|
|
2019
Q3 | $1.58M | Buy |
25,668
+987
| +4% | +$57.2K | 0.13% | 155 |
|
|
2019
Q2 | $1.36M | Sell |
24,681
-1,787
| -7% | -$95.7K | 0.11% | 164 |
|
|
2019
Q1 | $1.41M | Sell |
26,468
-5,693
| -18% | -$279K | 0.11% | 127 |
|
|
2018
Q4 | $1.41M | Sell |
32,161
-4,676
| -13% | -$213K | 0.14% | 156 |
|
|
2018
Q3 | $1.61M | Buy |
36,837
+27,337
| +288% | +$1.26M | 0.1% | 168 |
|
|
2018
Q2 | $0 | Buy |
+9,500
| New | +$425K | ﹤0.01% | 595 |
|
|
2017
Q3 | – | Sell |
-5,390
| Closed | -$258K | – | 596 |
|
|
2017
Q2 | $258K | Buy |
5,390
+770
| +17% | +$38.6K | 0.09% | 152 |
|
|
2017
Q1 | $229K | Buy |
4,620
+3,080
| +200% | +$152K | 0.02% | 174 |
|
|
2016
Q4 | $75K | Buy |
+1,540
| New | +$75.7K | 0.01% | 357 |
|
Other funds holding SO
Penserra Capital Management's SO Position: Q2 2026 in Review
Penserra Capital Management reduced its Southern Company (SO) stake by 99% in Q2 2026, selling an estimated $949K and leaving 93 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #922.
Penserra Capital Management first reported a position in SO in Q4 2016 and has held it in 32 quarters since. The position peaked at $3.71M in Q4 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Penserra Capital Management held 93 shares of Southern Company worth $8K as of Q2 2026.
- Penserra Capital Management sold 10,080 Southern Company shares in Q2 2026, an estimated $949K.
- Southern Company made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #922 holding.
- Penserra Capital Management first reported a position in Southern Company in Q4 2016 and has held it in 32 quarters since.
- Penserra Capital Management's Southern Company position peaked at $3.71M in Q4 2022.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.