Perpetual Ltd’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 | $238K | Hold |
2,488
| – | – | ﹤0.01% | 410 |
|
|
2026
Q1 | $240K | Buy |
+2,488
| New | +$230K | ﹤0.01% | 406 |
|
|
2025
Q2 | – | Sell |
-6,984
| Closed | -$642K | – | 448 |
|
|
2025
Q1 | $642K | Hold |
6,984
| – | – | 0.01% | 293 |
|
|
2024
Q4 | $575K | Hold |
6,984
| – | – | 0.01% | 312 |
|
|
2024
Q3 | $630K | Hold |
6,984
| – | – | 0.01% | 308 |
|
|
2024
Q2 | $542K | Sell |
6,984
-1,500
| -18% | -$114K | 0.01% | 329 |
|
|
2024
Q1 | $603K | Hold |
8,484
| – | – | 0.01% | 336 |
|
|
2023
Q4 | $595K | Hold |
8,484
| – | – | 0.01% | 328 |
|
|
2023
Q3 | $549K | Buy |
8,484
+1,400
| +20% | +$97.2K | 0.01% | 347 |
|
|
2023
Q2 | $498K | Hold |
7,084
| – | – | ﹤0.01% | 377 |
|
|
2023
Q1 | $493K | Buy |
+7,084
| New | +$477K | ﹤0.01% | 398 |
|
|
2020
Q3 | $579K | Hold |
10,684
| – | – | 0.04% | 208 |
|
|
2020
Q2 | $554K | Buy |
+10,684
| New | +$594K | 0.05% | 149 |
|
|
2020
Q1 | – | Sell |
-10,684
| Closed | -$679K | – | 245 |
|
|
2019
Q4 | $679K | Hold |
10,684
| – | – | 0.1% | 90 |
|
|
2019
Q3 | $660K | Hold |
10,684
| – | – | 0.1% | 88 |
|
|
2019
Q2 | $591K | Sell |
10,684
-2,000
| -16% | -$107K | 0.09% | 89 |
|
|
2019
Q1 | $656K | Hold |
12,684
| – | – | 0.09% | 87 |
|
|
2018
Q4 | $557K | Hold |
12,684
| – | – | 0.08% | 92 |
|
|
2018
Q3 | $553K | Hold |
12,684
| – | – | 0.07% | 101 |
|
|
2018
Q2 | $588K | Buy |
12,684
+1,900
| +18% | +$85K | 0.07% | 98 |
|
|
2018
Q1 | $482K | Hold |
10,784
| – | – | 0.07% | 106 |
|
|
2017
Q4 | $522K | Sell |
10,784
-500
| -4% | -$25.5K | 0.07% | 108 |
|
|
2017
Q3 | $567K | Hold |
11,284
| – | – | 0.08% | 96 |
|
|
2017
Q2 | $540K | Buy |
11,284
+900
| +9% | +$45.1K | 0.04% | 193 |
|
|
2017
Q1 | $521K | Buy |
+10,384
| New | +$513K | 0.05% | 130 |
|
|
2016
Q4 | – | Sell |
-7,484
| Closed | -$384K | – | 216 |
|
|
2016
Q3 | $384K | Sell |
7,484
-9,044
| -55% | -$476K | 0.03% | 204 |
|
|
2016
Q2 | $886K | Sell |
16,528
-400
| -2% | -$20.1K | 0.09% | 136 |
|
|
2016
Q1 | $876K | Sell |
16,928
-2,000
| -11% | -$97.4K | 0.09% | 134 |
|
|
2015
Q4 | $886K | Buy |
18,928
+3,200
| +20% | +$145K | 0.1% | 123 |
|
|
2015
Q3 | $703K | Sell |
15,728
-1,500
| -9% | -$65.8K | 0.08% | 127 |
|
|
2015
Q2 | $722K | Buy |
17,228
+2,500
| +17% | +$109K | 0.08% | 128 |
|
|
2015
Q1 | $652K | Hold |
14,728
| – | – | 0.07% | 134 |
|
|
2014
Q4 | $723K | Buy |
14,728
+2,000
| +16% | +$94.4K | 0.09% | 160 |
|
|
2014
Q3 | $556K | Sell |
12,728
-1,500
| -11% | -$65.9K | 0.06% | 155 |
|
|
2014
Q2 | $646K | Buy |
14,228
+1,500
| +12% | +$66.3K | 0.06% | 159 |
|
|
2014
Q1 | $559K | Sell |
12,728
-5,744
| -31% | -$241K | 0.08% | 142 |
|
|
2013
Q4 | $759K | Buy |
18,472
+11,988
| +185% | +$495K | 0.1% | 144 |
|
|
2013
Q3 | $267K | Sell |
6,484
-4,244
| -40% | -$183K | 0.04% | 184 |
|
|
2013
Q2 | $473K | Buy |
+10,728
| New | +$493K | 0.07% | 159 |
|
Other funds holding SO
COPPSERS
CIM
CAI
WG
VNIM
ORIO
FWIA
Perpetual Ltd's SO Position: Q2 2026 in Review
Perpetual Ltd held its Southern Company (SO) position steady in Q2 2026 at 2,488 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #410.
Perpetual Ltd first reported a position in SO in Q2 2013 and has held it in 39 quarters since. The position peaked at $886K in Q2 2016. 964 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Perpetual Ltd held 2,488 shares of Southern Company worth $238K as of Q2 2026.
- Perpetual Ltd left its Southern Company share count unchanged in Q2 2026.
- Southern Company made up ﹤0.01% of Perpetual Ltd's portfolio in Q2 2026, its #410 holding.
- Perpetual Ltd first reported a position in Southern Company in Q2 2013 and has held it in 39 quarters since.
- Perpetual Ltd's Southern Company position peaked at $886K in Q2 2016.
- 964 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.